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Rivulet Capital’s SBA Communications SBAC Stock Holding History

Rivulet 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
2025
Q4 		– Sell
-361,000
Closed -$69.8M – 13
2025
Q3 		$69.8M Buy
361,000
+39,530
+12% +$8.56M 8.19% 4
2025
Q2 		$75.5M Sell
321,470
-195,280
-38% -$44.7M 7.33% 7
2025
Q1 		$114M Sell
516,750
-17,150
-3% -$3.59M 11.13% 3
2024
Q4 		$109M Sell
533,900
-60,900
-10% -$13.7M 11.26% 2
2024
Q3 		$143M Sell
594,800
-45,200
-7% -$10M 10.57% 3
2024
Q2 		$126M Buy
640,000
+85,000
+15% +$16.8M 8.7% 6
2024
Q1 		$120M Buy
555,000
+305,000
+122% +$67.8M 6.03% 7
2023
Q4 		$63.4M Buy
+250,000
New +$56.1M 3.24% 13
2018
Q4 		– Sell
-291,600
Closed -$46.8M – 11
2018
Q3 		$46.8M Buy
291,600
+10,800
+4% +$1.72M 5.52% 7
2018
Q2 		$46.4M Sell
280,800
-423,600
-60% -$68.4M 6.61% 7
2018
Q1 		$120M Buy
704,400
+387,300
+122% +$64.2M 13.71% 2
2017
Q4 		$51.8M Buy
+317,100
New +$50.4M 5.67% 8

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rivulet Capital's SBAC Position: Q4 2025 in Review

Rivulet Capital sold out of SBA Communications (SBAC) in Q4 2025, closing a stake of 361,000 shares — an estimated $69.8M sold.

Rivulet Capital first reported a position in SBAC in Q4 2017 and held it in 12 quarters. The position peaked at $143M in Q3 2024. 682 funds tracked by Wall St. Rank hold SBAC as of Q4 2025.

  • Rivulet Capital reported no remaining SBA Communications position as of Q4 2025 after selling out during the quarter.
  • Rivulet Capital sold 361,000 SBA Communications shares in Q4 2025, an estimated $69.8M.
  • Rivulet Capital first reported a position in SBA Communications in Q4 2017 and held it in 12 quarters.
  • Rivulet Capital's SBA Communications position peaked at $143M in Q3 2024.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q4 2025.

Based on Rivulet Capital's 13F filing for Q4 2025, filed 17 Feb 2026.