Kodai Capital Management’s SBA Communications SBAC Stock Holding History

Kodai 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
2025 Q1	$25.8M	Buy	117,166 +40,943	+54%	+$8.57M	1.02%	37
2024 Q4	$15.5M	Sell	76,223 -25,864	-25%	-$5.82M	0.64%	50
2024 Q3	$24.6M	Sell	102,087 -61	-0.1%	-$13.5K	0.51%	66
2024 Q2	$20.1M	Sell	102,148 -184,019	-64%	-$36.4M	0.38%	61
2024 Q1	$62M	Buy	286,167 +83,907	+41%	+$18.7M	1.45%	24
2023 Q4	$51.3M	Buy	+202,260	New	+$45.4M	1.05%	30

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kodai Capital Management's SBAC Position: Q1 2025 in Review

Kodai Capital Management increased its SBA Communications (SBAC) stake by 54% in Q1 2025, buying an estimated $8.57M and bringing the position to 117,166 shares worth $25.8M. The position accounts for 1.02% of the portfolio, ranked #37.

Kodai Capital Management first reported a position in SBAC in Q4 2023 and has held it in 6 quarters since. The position peaked at $62M in Q1 2024. 692 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

Kodai Capital Management held 117,166 shares of SBA Communications worth $25.8M as of Q1 2025.
Kodai Capital Management bought 40,943 SBA Communications shares in Q1 2025, an estimated $8.57M.
SBA Communications made up 1.02% of Kodai Capital Management's portfolio in Q1 2025, its #37 holding.
Kodai Capital Management first reported a position in SBA Communications in Q4 2023 and has held it in 6 quarters since.
Kodai Capital Management's SBA Communications position peaked at $62M in Q1 2024.
692 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.