Steadfast Capital Management’s SBA Communications SBAC Stock Holding History

Steadfast 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 Q2	$11.8M	Buy	+67,000	New	+$13.8M	0.36%	54
2024 Q4	–	Sell	-112,500	Closed	-$27.1M	–	66
2024 Q3	$27.1M	Buy	+112,500	New	+$24.9M	0.6%	47
2021 Q1	–	Sell	-107,066	Closed	-$30.2M	–	62
2020 Q4	$30.2M	Buy	+107,066	New	+$31.4M	0.3%	50
2018 Q2	–	Sell	-471,970	Closed	-$80.7M	–	51
2018 Q1	$80.7M	Buy	+471,970	New	+$78.2M	1.43%	28

Other funds holding SBAC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Steadfast Capital Management's SBAC Position: Q2 2026 in Review

Steadfast Capital Management opened a new position in SBA Communications (SBAC) in Q2 2026: 67,000 shares worth $11.8M. The stake represents 0.36% of the portfolio and ranks #54 among its holdings. This is a return to the name: Steadfast Capital Management previously reported a position in SBAC as recently as Q3 2024.

Steadfast Capital Management first reported a position in SBAC in Q1 2018 and has held it in 4 quarters since. The position peaked at $80.7M in Q1 2018. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Steadfast Capital Management held 67,000 shares of SBA Communications worth $11.8M as of Q2 2026.
SBA Communications was a new Steadfast Capital Management position in Q2 2026.
SBA Communications made up 0.36% of Steadfast Capital Management's portfolio in Q2 2026, its #54 holding.
Steadfast Capital Management first reported a position in SBA Communications in Q1 2018 and has held it in 4 quarters since.
Steadfast Capital Management's SBA Communications position peaked at $80.7M in Q1 2018.
682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Steadfast Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.