WhaleCreep

Which hedge funds own SBAC? SBA COMMUNICATIONS CORP, Q2 2026 13F holders

Real EstateREIT - Specialty

65 tracked hedge funds disclosed a position in SBAC (SBA COMMUNICATIONS CORP) in their Q2 2026 13F filings, worth $1.7bn in total. The largest holder by portfolio weight is Permit Capital, LLC at 28.4% of its book. 19 opened a new position this quarter: Long Pond Capital, LP, Benchstone Capital Management LP, Sunstone Asset Management, LP, Dockside LLC. 11 exited: Land & Buildings Investment Management, LLC, Empyrean Capital Partners, LP, Entropy Technologies, LP.

65
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
19
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
11
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$414m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$43.8m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$1.7bn
Combined value
Sum of the holders' reported positions in the security.
5.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

65 rows
Permit Capital, LLC Hedge fund28.4%$102m575,3120.0%held
Long Pond Capital, LP Hedge fund16.6%$159m898,715–new
GRS Advisors, LLC Hedge fund5.5%$65.1m368,869+85%added
Rush Island Management, LP Hedge fund5.3%$80.5m456,290−53%reduced
Benchstone Capital Management LP Hedge fund2.5%$20.1m113,856–new
Skylands Capital, LLC Hedge fund2.4%$19.2m108,880−4.3%reduced
Alpine Woods Capital Investors, LLC Hedge fund1.2%$5.4m30,600−5.2%reduced
Sunstone Asset Management, LP Hedge fund0.8%$706k4,000–new
Ilex Capital Partners (UK) LLP Hedge fund0.6%$30.7m173,986+154%added
Lecap Asset Management Ltd Hedge fund0.6%$1.3m7,354−1.1%reduced
Boothbay Fund Management, LLC Hedge fund0.5%$29.3m165,975−3.5%reduced
Dockside LLC Hedge fund0.5%$2.2m12,740–new
Alyeska Investment Group, L.P. Hedge fund0.5%$175m992,057–new
Greenland Capital Management LP Hedge fund0.4%$2.3m13,000–new
Oak Thistle LLC Hedge fund0.4%$4.4m24,710+40%added
Jain Global LLC Hedge fund0.4%$34.8m196,942–new
Steadfast Capital Management LP Hedge fund0.4%$11.8m67,000–new
Sone Capital Management, LLC Hedge fund0.3%$3.9m22,027–new
Sovereign's Capital Management, LLC Hedge fund0.3%$415k2,354−2.0%reduced
Prelude Capital Management, LLC Hedge fund0.2%$2.9m16,288−4.2%reduced
Woodline Partners LP Hedge fund0.2%$65.6m372,032−51%reduced
Y-Intercept (Hong Kong) Ltd Hedge fund0.2%$8.9m50,348+86%added
Twinbeech Capital LP Hedge fund0.1%$812k4,600–new
Citadel Advisors LLC Hedge fund0.1%$228m1.29m+219%added
Arrowstreet Capital, Limited Partnership Hedge fund0.1%$277m1.57m−2.9%reduced
Hyperion Capital Advisors LP Hedge fund0.1%$230k1,3030.0%held
Atom Investors LP Hedge fund0.10%$1.1m6,204−74%reduced
Millennium Management LLC Hedge fund0.08%$123m699,701+383%added
111 Capital Hedge fund0.08%$475k2,694–new
Verition Fund Management LLC Hedge fund0.08%$11.6m65,597+365%added
Tudor Investment Corp ET AL Hedge fund0.08%$18.3m103,921−35%reduced
Machina Capital S.A.S. Hedge fund0.07%$448k2,541–new
ExodusPoint Capital Management, LP Hedge fund0.07%$7.4m42,040+40%added
Gsa Capital Partners LLP Hedge fund0.07%$1.1m6,102–new
FNY Investment Advisers, LLC Hedge fund0.06%$176k1,000–new
AlphaGrep UK Ltd Hedge fund0.06%$205k1,164−73%reduced
Hudson Bay Capital Management LP Hedge fund0.06%$12.4m70,500+132%added
Walleye Capital LLC Hedge fund0.05%$11.1m63,135−40%reduced
Capital Fund Management S.A. Hedge fund0.04%$6.2m35,289−31%reduced
Quantitative Investment Management, LLC Hedge fund0.04%$408k2,317–new
Qube Research & Technologies Ltd Hedge fund0.04%$33.3m188,930−66%reduced
Quarry LP Hedge fund0.03%$219k1,239+97%added
IFM Investors Pty Ltd Hedge fund0.03%$4.8m27,076+6.6%added
Kintegral Advisory, LLC Hedge fund0.03%$388k2,2010.0%held
FJ Capital Management LLC Hedge fund0.03%$212k1,200–new
CenterBook Partners LP Hedge fund0.03%$514k2,911–new
AQR Capital Management LLC Hedge fund0.03%$72.3m413,296+169%added
Squarepoint Ops LLC Hedge fund0.02%$10.3m58,341+12%added
Balyasny Asset Management L.P. Hedge fund0.02%$9.9m55,892+3415%added
Brevan Howard Capital Management LP Hedge fund0.01%$1.0m5,925−61%reduced