LECAP Asset Management’s SBA Communications SBAC Stock Holding History

LECAP Asset 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	$1.3M	Sell	7,354 -84	-1%	-$17.3K	0.56%	54
2026 Q1	$1.28M	Buy	+7,438	New	+$1.39M	0.48%	78
2025 Q4	–	Sell	-1,044	Closed	-$202K	–	378
2025 Q3	$202K	Buy	+1,044	New	+$226K	0.07%	266
2025 Q1	–	Sell	-2,524	Closed	-$514K	–	383
2024 Q4	$514K	Buy	+2,524	New	+$568K	0.14%	219
2024 Q3	–	Sell	-1,431	Closed	-$281K	–	402
2024 Q2	$281K	Sell	1,431 -18,782	-93%	-$3.72M	0.06%	291
2024 Q1	$4.38M	Buy	20,213 +11,849	+142%	+$2.64M	0.91%	12
2023 Q4	$2.12M	Buy	+8,364	New	+$1.88M	0.77%	28

Other funds holding SBAC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LECAP Asset Management's SBAC Position: Q2 2026 in Review

LECAP Asset Management reduced its SBA Communications (SBAC) stake by 1.1% in Q2 2026, selling an estimated $17.3K and leaving 7,354 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #54.

LECAP Asset Management first reported a position in SBAC in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.38M in Q1 2024. 678 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

LECAP Asset Management held 7,354 shares of SBA Communications worth $1.3M as of Q2 2026.
LECAP Asset Management sold 84 SBA Communications shares in Q2 2026, an estimated $17.3K.
SBA Communications made up 0.56% of LECAP Asset Management's portfolio in Q2 2026, its #54 holding.
LECAP Asset Management first reported a position in SBA Communications in Q4 2023 and has held it in 7 quarters since.
LECAP Asset Management's SBA Communications position peaked at $4.38M in Q1 2024.
678 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.