SBA Communications (SBAC) Wins Investment Grade While Profits Slide
On August 3, SBA Communications (NASDAQ:SBAC) reported second-quarter results that told two very different stories at once.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,568,367 | $276,754,041 | -3% | 0.12% |
| 2. | Diamond Hill Capital Ric Dillon | 1,294,155 | $228,366,591 | -34% | 1.83% |
| 3. | Citadel Investment Group Ken Griffin | 1,292,825 | $228,131,899 | +219% | 0.03% |
| 4. | Alyeska Investment Group Anand Parekh | 992,057 | $175,058,378 | 0.45% | |
| 5. | Long Pond Capital John Khoury | 898,715 | $158,587,249 | 15.24% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $229.98 | 3 | $689.94 | 19,055 | 2019-11-11 | Filing | |
| $242.08 | 3 | $726.24 | 19,052 | 2019-10-10 | Filing | |
| $350.37 | 4 | $1,401.48 | 31,767 | 2021-11-17 | Filing | |
| $294.04 | 3 | $882.12 | 31,763 | 2020-06-11 | Filing | |
| $164.68 | 11 | $1,811.48 | 236,152 | 2017-11-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $182.67 | 300 | $54,802.35 | 8,512 | 2026-08-17 | Filing | |
| $242.12 | 141 | $34,138.92 | 10,522 | 2025-05-01 | Filing | |
| $241.50 | 1,359 | $328,198.50 | 10,663 | 2025-05-01 | Filing | |
| $240.17 | 3,500 | $840,595.00 | 12,022 | 2025-05-01 | Filing | |
| $224.18 | 2,209 | $495,213.62 | 6,079 | 2025-03-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,323,254 | $2,174,561,401 | 1.14% | |
| 2. | 10,138,749 | $1,789,083,649 | 0.03% | |
| 3. | 9,817,059 | $1,732,318,231 | 0.08% | |
| 4. | 6,936,972 | $1,224,098,079 | 0.03% | |
| 5. | 5,119,264 | $903,345,325 | 0.03% |