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Oak Thistle LLC’s SBA Communications SBAC Stock Holding History

Oak Thistle LLC’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 		$3.04M Buy
17,677
+8,895
+101% +$1.67M 0.3% 117
2025
Q4 		$1.7M Buy
8,782
+1,812
+26% +$350K 0.24% 157
2025
Q3 		$1.35M Sell
6,970
-4,554
-40% -$986K 0.21% 195
2025
Q2 		$2.71M Sell
11,524
-758
-6% -$174K 0.4% 60
2025
Q1 		$2.7M Buy
12,282
+5,659
+85% +$1.18M 0.54% 43
2024
Q4 		$1.35M Buy
6,623
+2,863
+76% +$645K 0.4% 69
2024
Q3 		$905K Buy
+3,760
New +$833K 0.29% 126
2024
Q1 		– Sell
-3,560
Closed -$903K – 486
2023
Q4 		$903K Sell
3,560
-2,725
-43% -$612K 0.26% 153
2023
Q3 		$1.26M Buy
6,285
+3,578
+132% +$796K 0.37% 71
2023
Q2 		$627K Buy
+2,707
New +$648K 0.33% 122
2022
Q3 		– Sell
-840
Closed -$269K – 220
2022
Q2 		$269K Buy
+840
New +$283K 0.52% 85

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

Oak Thistle LLC's SBAC Position: Q1 2026 in Review

Oak Thistle LLC increased its SBA Communications (SBAC) stake by 101% in Q1 2026, buying an estimated $1.67M and bringing the position to 17,677 shares worth $3.04M. The position accounts for 0.3% of the portfolio, ranked #117.

Oak Thistle LLC first reported a position in SBAC in Q2 2022 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Oak Thistle LLC held 17,677 shares of SBA Communications worth $3.04M as of Q1 2026.
  • Oak Thistle LLC bought 8,895 SBA Communications shares in Q1 2026, an estimated $1.67M.
  • SBA Communications made up 0.3% of Oak Thistle LLC's portfolio in Q1 2026, its #117 holding.
  • Oak Thistle LLC first reported a position in SBA Communications in Q2 2022 and has held it in 11 quarters since.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.