Long Pond Capital’s SBA Communications SBAC Stock Holding History

Long Pond Capital’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	$159M	Buy	+898,715	New	+$185M	15.24%	1
2024 Q3	–	Sell	-426,322	Closed	-$83.7M	–	46
2024 Q2	$83.7M	Buy	+426,322	New	+$84.3M	4.47%	8
2021 Q3	–	Sell	-107,500	Closed	-$34.3M	–	48
2021 Q2	$34.3M	Buy	+107,500	New	+$32.2M	1.19%	30
2016 Q1	–	Sell	-386,242	Closed	-$40.6M	–	32
2015 Q4	$40.6M	Buy	+386,242	New	+$41.8M	1.87%	16

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

Long Pond Capital's SBAC Position: Q2 2026 in Review

Long Pond Capital opened a new position in SBA Communications (SBAC) in Q2 2026: 898,715 shares worth $159M. The stake represents 15.24% of the portfolio and ranks #1 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in SBAC as recently as Q2 2024.

Long Pond Capital first reported a position in SBAC in Q4 2015 and has held it in 4 quarters since. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Long Pond Capital held 898,715 shares of SBA Communications worth $159M as of Q2 2026.
SBA Communications was a new Long Pond Capital position in Q2 2026.
SBA Communications made up 15.24% of Long Pond Capital's portfolio in Q2 2026, its #1 holding.
Long Pond Capital first reported a position in SBA Communications in Q4 2015 and has held it in 4 quarters since.
683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.