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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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Long Pond Capital's SBAC Position: Q3 2024 in Review

Long Pond Capital sold out of SBA Communications (SBAC) in Q3 2024, closing a stake of 426,322 shares — an estimated $83.7M sold.

Long Pond Capital first reported a position in SBAC in Q4 2015 and held it in 3 quarters. The position peaked at $83.7M in Q2 2024. 681 funds tracked by Wall St. Rank hold SBAC as of Q3 2024.

  • Long Pond Capital reported no remaining SBA Communications position as of Q3 2024 after selling out during the quarter.
  • Long Pond Capital sold 426,322 SBA Communications shares in Q3 2024, an estimated $83.7M.
  • Long Pond Capital first reported a position in SBA Communications in Q4 2015 and held it in 3 quarters.
  • Long Pond Capital's SBA Communications position peaked at $83.7M in Q2 2024.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q3 2024.

Based on Long Pond Capital's 13F filing for Q3 2024, filed 13 Nov 2024.