Long Pond Capital’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$86.5M Buy
490,000
+90,000
+23% +$18.6M 8.31% 2
2026
Q1
$68.8M Buy
+400,000
New +$75M 6.58% 3

Other funds holding SBAC

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.