Otter Creek Advisors’s SBA Communications SBAC Stock Holding History

Otter Creek Advisors’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
2025 Q3	–	Sell	-6,604	Closed	-$1.55M	–	44
2025 Q2	$1.55M	Sell	6,604 -15,250	-70%	-$3.49M	1.1%	35
2025 Q1	$4.81M	Buy	+21,854	New	+$4.58M	2.89%	11
2022 Q3	–	Sell	-15,300	Closed	-$4.9M	–	57
2022 Q2	$4.9M	Buy	15,300 +1,700	+13%	+$573K	3.28%	10
2022 Q1	$4.68M	Buy	+13,600	New	+$4.41M	1.89%	19
2021 Q3	–	Sell	-4,500	Closed	-$1.43M	–	47
2021 Q2	$1.43M	Buy	+4,500	New	+$1.35M	0.63%	40
2021 Q1	–	Sell	-6,156	Closed	-$1.74M	–	56
2020 Q4	$1.74M	Sell	6,156 -1,733	-22%	-$509K	1.38%	31
2020 Q3	$2.51M	Buy	+7,889	New	+$2.41M	2.23%	23

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Otter Creek Advisors's SBAC Position: Q3 2025 in Review

Otter Creek Advisors sold out of SBA Communications (SBAC) in Q3 2025, closing a stake of 6,604 shares — an estimated $1.55M sold.

Otter Creek Advisors first reported a position in SBAC in Q3 2020 and held it in 7 quarters. The position peaked at $4.9M in Q2 2022. 679 funds tracked by Wall St. Rank hold SBAC as of Q3 2025.

Otter Creek Advisors reported no remaining SBA Communications position as of Q3 2025 after selling out during the quarter.
Otter Creek Advisors sold 6,604 SBA Communications shares in Q3 2025, an estimated $1.55M.
Otter Creek Advisors first reported a position in SBA Communications in Q3 2020 and held it in 7 quarters.
Otter Creek Advisors's SBA Communications position peaked at $4.9M in Q2 2022.
679 funds tracked by Wall St. Rank held SBA Communications as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.