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Polymer Capital Management’s SBA Communications SBAC Stock Holding History

Polymer Capital Management’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 		$1.24M Buy
7,228
+1,995
+38% +$374K 0.13% 179
2025
Q4 		$1.01M Sell
5,233
-3,835
-42% -$741K 0.11% 275
2025
Q3 		$1.75M Buy
+9,068
New +$1.96M 0.19% 114
2025
Q2 		– Sell
-3,631
Closed -$799K – 754
2025
Q1 		$799K Buy
+3,631
New +$760K 0.21% 88

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

Polymer Capital Management's SBAC Position: Q1 2026 in Review

Polymer Capital Management increased its SBA Communications (SBAC) stake by 38% in Q1 2026, buying an estimated $374K and bringing the position to 7,228 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #179.

Polymer Capital Management first reported a position in SBAC in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q3 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Polymer Capital Management held 7,228 shares of SBA Communications worth $1.24M as of Q1 2026.
  • Polymer Capital Management bought 1,995 SBA Communications shares in Q1 2026, an estimated $374K.
  • SBA Communications made up 0.13% of Polymer Capital Management's portfolio in Q1 2026, its #179 holding.
  • Polymer Capital Management first reported a position in SBA Communications in Q1 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's SBA Communications position peaked at $1.75M in Q3 2025.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.