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Kettle Hill Capital Management’s SBA Communications SBAC Stock Holding History

Kettle Hill 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
2026
Q2 		$17.8M Buy
101,128
+82,964
+457% +$17.1M 4.39% 9
2026
Q1 		$3.13M Buy
+18,164
New +$3.4M 0.78% 35
2021
Q1 		– Sell
-89,815
Closed -$25.3M – 55
2020
Q4 		$25.3M Buy
+89,815
New +$26.4M 5.17% 2

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kettle Hill Capital Management's SBAC Position: Q2 2026 in Review

Kettle Hill Capital Management increased its SBA Communications (SBAC) stake by 457% in Q2 2026, buying an estimated $17.1M and bringing the position to 101,128 shares worth $17.8M. The position accounts for 4.39% of the portfolio, ranked #9.

Kettle Hill Capital Management first reported a position in SBAC in Q4 2020 and has held it in 3 quarters since. The position peaked at $25.3M in Q4 2020. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Kettle Hill Capital Management held 101,128 shares of SBA Communications worth $17.8M as of Q2 2026.
  • Kettle Hill Capital Management bought 82,964 SBA Communications shares in Q2 2026, an estimated $17.1M.
  • SBA Communications made up 4.39% of Kettle Hill Capital Management's portfolio in Q2 2026, its #9 holding.
  • Kettle Hill Capital Management first reported a position in SBA Communications in Q4 2020 and has held it in 3 quarters since.
  • Kettle Hill Capital Management's SBA Communications position peaked at $25.3M in Q4 2020.
  • 683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Kettle Hill Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.