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Rush Island Management’s SBA Communications SBAC Stock Holding History

Rush Island 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 		$168M Sell
978,390
-199,205
-17% -$37.3M 11.3% 2
2025
Q4 		$228M Buy
1,177,595
+234,072
+25% +$45.2M 14.23% 1
2025
Q3 		$182M Buy
943,523
+582,862
+162% +$126M 12.51% 1
2025
Q2 		$84.7M Sell
360,661
-187,322
-34% -$42.9M 5.47% 8
2025
Q1 		$121M Buy
+547,983
New +$115M 7.68% 8
2024
Q4 		– Sell
-199,009
Closed -$47.9M – 19
2024
Q3 		$47.9M Buy
+199,009
New +$44.1M 3.7% 9

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

Rush Island Management's SBAC Position: Q1 2026 in Review

Rush Island Management reduced its SBA Communications (SBAC) stake by 17% in Q1 2026, selling an estimated $37.3M and leaving 978,390 shares worth $168M. The position accounts for 11.3% of the portfolio, ranked #2.

Rush Island Management first reported a position in SBAC in Q3 2024 and has held it in 6 quarters since. The position peaked at $228M in Q4 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Rush Island Management held 978,390 shares of SBA Communications worth $168M as of Q1 2026.
  • Rush Island Management sold 199,205 SBA Communications shares in Q1 2026, an estimated $37.3M.
  • SBA Communications made up 11.3% of Rush Island Management's portfolio in Q1 2026, its #2 holding.
  • Rush Island Management first reported a position in SBA Communications in Q3 2024 and has held it in 6 quarters since.
  • Rush Island Management's SBA Communications position peaked at $228M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Rush Island Management's 13F filing for Q1 2026, filed 15 May 2026.