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 Q1	$68.8M	Buy	+400,000	New	+$75M	6.58%	3

Other funds holding SBAC

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.