Back to SBAC
DODGE & COX SBAC Position History
SBA Communications Corporation • Real Estate
Quarters held
8
Latest value
$2.2B
Q2 2026
Peak value
$2.3B
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $390.8M |
| Q4 2024 | $1.5B |
| Q1 2025 | $1.9B |
| Q2 2025 | $2B |
| Q3 2025 | $1.9B |
| Q4 2025 | $2.3B |
| Q1 2026 | $2.1B |
| Q2 2026 | $2.2B |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $2.2B | 12.32M | — | — |
| Q1 2026 | $2.1B | 12.08M | — | — |
| Q4 2025 | $2.3B | 12.00M | — | — |
| Q3 2025 | $1.9B | 9.67M | — | — |
| Q2 2025 | $2B | 8.61M | — | — |
| Q1 2025 | $1.9B | 8.49M | — | — |
| Q4 2024 | $1.5B | 7.35M | — | — |
| Q3 2024 | $390.8M | 1.62M | — | — |
Other funds holding SBAC
$3.8B
$3.3B
$3.2B
$1.2B
$1.1B
$1.1B
$1.1B
Other DODGE & COX positions
JCI
$8.1BJohnson Controls International PLC
SCHW-PJ
$7.9BThe Charles Schwab Corp.
SCHW-PJ
$7.7BThe Charles Schwab Corp.
SCHW-PJ
$7.6BThe Charles Schwab Corp.
JCI
$7.5BJohnson Controls International PLC
JCI
$7.2BJohnson Controls International PLC
SCHW-PJ
$7.1BThe Charles Schwab Corp.
JCI
$7.1BJohnson Controls International PLC