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
2026 Q2	$812K	Buy	+4,600	New	+$948K	0.15%	170
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

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

TwinBeech Capital's SBAC Position: Q2 2026 in Review

TwinBeech Capital opened a new position in SBA Communications (SBAC) in Q2 2026: 4,600 shares worth $812K. The stake represents 0.15% of the portfolio and ranks #170 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in SBAC as recently as Q3 2025.

TwinBeech Capital first reported a position in SBAC in Q4 2019 and has held it in 10 quarters since. The position peaked at $6.98M in Q1 2023. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

TwinBeech Capital held 4,600 shares of SBA Communications worth $812K as of Q2 2026.
SBA Communications was a new TwinBeech Capital position in Q2 2026.
SBA Communications made up 0.15% of TwinBeech Capital's portfolio in Q2 2026, its #170 holding.
TwinBeech Capital first reported a position in SBA Communications in Q4 2019 and has held it in 10 quarters since.
TwinBeech Capital's SBA Communications position peaked at $6.98M in Q1 2023.
683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

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