TwinBeech Capital’s SBA Communications SBAC Stock Holding History

TwinBeech 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	-33,748	Closed	-$6.53M	–	823
2025 Q3	$6.53M	Buy	+33,748	New	+$7.31M	0.26%	122
2024 Q3	–	Sell	-8,020	Closed	-$1.57M	–	861
2024 Q2	$1.57M	Sell	8,020 -14,950	-65%	-$2.96M	0.03%	355
2024 Q1	$4.98M	Buy	+22,970	New	+$5.11M	0.1%	212
2023 Q3	–	Sell	-12,591	Closed	-$2.92M	–	864
2023 Q2	$2.92M	Sell	12,591 -14,143	-53%	-$3.38M	0.06%	339
2023 Q1	$6.98M	Buy	+26,734	New	+$7.36M	0.14%	195
2021 Q3	–	Sell	-1,707	Closed	-$544K	–	737
2021 Q2	$544K	Buy	+1,707	New	+$512K	0.07%	293
2021 Q1	–	Sell	-836	Closed	-$236K	–	645
2020 Q4	$236K	Buy	+836	New	+$245K	0.04%	386
2020 Q3	–	Sell	-1,981	Closed	-$590K	–	558
2020 Q2	$590K	Buy	+1,981	New	+$585K	0.13%	209
2020 Q1	–	Sell	-2,503	Closed	-$603K	–	441
2019 Q4	$603K	Buy	+2,503	New	+$594K	0.17%	183

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TwinBeech Capital's SBAC Position: Q4 2025 in Review

TwinBeech Capital sold out of SBA Communications (SBAC) in Q4 2025, closing a stake of 33,748 shares — an estimated $6.53M sold.

TwinBeech Capital first reported a position in SBAC in Q4 2019 and held it in 9 quarters. The position peaked at $6.98M in Q1 2023. 682 funds tracked by Wall St. Rank hold SBAC as of Q4 2025.

TwinBeech Capital reported no remaining SBA Communications position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 33,748 SBA Communications shares in Q4 2025, an estimated $6.53M.
TwinBeech Capital first reported a position in SBA Communications in Q4 2019 and held it in 9 quarters.
TwinBeech Capital's SBA Communications position peaked at $6.98M in Q1 2023.
682 funds tracked by Wall St. Rank held SBA Communications as of Q4 2025.

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