Hudson Bay Capital Management
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Hudson Bay Capital Management’s SBA Communications SBAC Stock Holding History

Hudson Bay Capital Management’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,200
Closed -$1.74M – 953
2018
Q1 		$1.74M Buy
+10,200
New +$1.69M 0.04% 478

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VPM
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VCM
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Hudson Bay Capital Management's SBAC Position: Q1 2026 in Review

Hudson Bay Capital Management opened a new position in SBA Communications (SBAC) in Q1 2026: 30,415 shares worth $5.23M. The stake represents 0.02% of the portfolio and ranks #493 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in SBAC as recently as Q3 2025.

Hudson Bay Capital Management first reported a position in SBAC in Q4 2015 and has held it in 13 quarters since. The position peaked at $21.6M in Q4 2023. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Hudson Bay Capital Management held 30,415 shares of SBA Communications worth $5.23M as of Q1 2026.
  • SBA Communications was a new Hudson Bay Capital Management position in Q1 2026.
  • SBA Communications made up 0.02% of Hudson Bay Capital Management's portfolio in Q1 2026, its #493 holding.
  • Hudson Bay Capital Management first reported a position in SBA Communications in Q4 2015 and has held it in 13 quarters since.
  • Hudson Bay Capital Management's SBA Communications position peaked at $21.6M in Q4 2023.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.