Which superinvestors hold Sba Communications Corp (SBAC)?

Per the latest SEC 13F filings, 3 superinvestors hold Sba Communications Corp (SBAC): Dodge & Cox, Christopher Davis, Ray Dalio. Combined value held is about $2.18B, with Dodge & Cox the largest holder.

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Sba Communications Corp

SBAC

Held by 3 superinvestors.

Price$182.59

Holders3

Total value$2.18B

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Revenue growth: +59.9%
Net margin: 430.9%
ROE: -21.7%
FCF margin: 436.2%

Revenue $128.7M → $244.5M · 6y

What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

3 holders · $2.18B combined · this quarter +1 opened / -0 exited

This quarter1 opened1 added1 trimmed

Holders 1 → 3 · last 8q

Investor	Value	Shares	Weight (prev→now)
Dodge & Cox	$2.17B	12,323,254	1.1% → 1.1% ▼
Christopher Davis	$7.2M	40,700	New · 0.0%
Ray Dalio	$1.1M	6,385	0.0% → 0.0% ▼

Dodge & Cox
Value$2.17BWeight (prev→now)1.1% → 1.1% ▼
Christopher Davis
Value$7.2MWeight (prev→now)New · 0.0%
Ray Dalio
Value$1.1MWeight (prev→now)0.0% → 0.0% ▼

SEC 13F · notes

Written summary

Sba Communications Corp (SBAC) is held by 3 of the superinvestors tracked on Compounder, with a combined $2.18B in reported 13F value. The largest position belongs to Dodge & Cox, where it makes up 1.1% of the portfolio.

Other notable holders by value include Christopher Davis (0.0% of its book) and Ray Dalio (0.0% of its book).

Over the latest quarter, 1 of the tracked filers opened a new position in SBAC, 1 added to existing ones, 1 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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