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Tremblant Capital Group’s SBA Communications SBAC Stock Holding History

Tremblant Capital Group’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
2023
Q4 		– Sell
-96,864
Closed -$19.4M – 44
2023
Q3 		$19.4M Sell
96,864
-31,706
-25% -$7.06M 2.04% 23
2023
Q2 		$29.8M Buy
128,570
+26,633
+26% +$6.37M 2.89% 18
2023
Q1 		$26.6M Sell
101,937
-77,550
-43% -$21.3M 2.82% 19
2022
Q4 		$50.3M Buy
179,487
+25,621
+17% +$7.13M 4.3% 13
2022
Q3 		$43.8M Sell
153,866
-5,776
-4% -$1.87M 2.66% 22
2022
Q2 		$51.1M Sell
159,642
-75,712
-32% -$25.5M 3.09% 18
2022
Q1 		$81M Sell
235,354
-53,684
-19% -$17.4M 2.88% 19
2021
Q4 		$112M Sell
289,038
-68,597
-19% -$24.1M 4.03% 13
2021
Q3 		$118M Sell
357,635
-32,180
-8% -$11.1M 3.74% 9
2021
Q2 		$124M Sell
389,815
-52,485
-12% -$15.7M 3.37% 13
2021
Q1 		$123M Buy
442,300
+152,028
+52% +$40.3M 3.57% 9
2020
Q4 		$81.9M Buy
290,272
+75,375
+35% +$22.1M 2.31% 19
2020
Q3 		$68.4M Sell
214,897
-30,495
-12% -$9.32M 2.59% 20
2020
Q2 		$73.1M Buy
245,392
+99,269
+68% +$29.3M 3.08% 12
2020
Q1 		$39.4M Buy
+146,123
New +$38.6M 2.48% 17
2014
Q3 		– Sell
-726,716
Closed -$74.3M – 52
2014
Q2 		$74.3M Buy
726,716
+37,677
+5% +$3.62M 2.82% 14
2014
Q1 		$62.7M Buy
689,039
+127,764
+23% +$11.8M 2.32% 19
2013
Q4 		$50.4M Buy
561,275
+2,891
+0.5% +$248K 1.59% 27
2013
Q3 		$44.9M Buy
+558,384
New +$42.3M 1.77% 28

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tremblant Capital Group's SBAC Position: Q4 2023 in Review

Tremblant Capital Group sold out of SBA Communications (SBAC) in Q4 2023, closing a stake of 96,864 shares — an estimated $19.4M sold.

Tremblant Capital Group first reported a position in SBAC in Q3 2013 and held it in 19 quarters. The position peaked at $124M in Q2 2021. 703 funds tracked by Wall St. Rank hold SBAC as of Q4 2023.

  • Tremblant Capital Group reported no remaining SBA Communications position as of Q4 2023 after selling out during the quarter.
  • Tremblant Capital Group sold 96,864 SBA Communications shares in Q4 2023, an estimated $19.4M.
  • Tremblant Capital Group first reported a position in SBA Communications in Q3 2013 and held it in 19 quarters.
  • Tremblant Capital Group's SBA Communications position peaked at $124M in Q2 2021.
  • 703 funds tracked by Wall St. Rank held SBA Communications as of Q4 2023.

Based on Tremblant Capital Group's 13F filing for Q4 2023, filed 14 Feb 2024.