Long Pond Capital, LP: SBA COMMUNICATIONS CORP (SBAC): Quarterly 13F Position History
As of Q2 2026, Long Pond Capital, LP reported 898,715 shares of SBA COMMUNICATIONS CORP (SBAC), worth $158.6M and representing 16.6% of its 13F equity book. Quarter-over-quarter share count change: + 898,715 (re-initiated) . The position first appeared in Q2 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 898,715Shares Held (Latest Filing)
- $158.6MReported Market Value (Latest Filing)
- 16.6%Portfolio Weight (% of 13F Equity Book)
- +898,715Quarter-over-Quarter Share Change
- +$158.6MQuarter-over-Quarter Value Change
- 898,715Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 898,715 | +898,715 | – | $158.6M | 16.6% | $176.5 |
| Q1 2026 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 426,322 | -100.0% | $0 | 0.0% | – |
| Q2 2024 | 426,322 | +426,322 | – | $83.7M | 4.5% | $196.3 |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 107,500 | -100.0% | $0 | 0.0% | – |
| Q2 2021 | 107,500 | – | – | $34.3M | 1.4% | $318.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Long Pond Capital, LP first disclose a SBAC position in 13F-HR filings?
Long Pond Capital, LP first reported SBA COMMUNICATIONS CORP (SBAC) on its 13F-HR filing for the period ending 2021-06-30 (Q2 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.
What was Long Pond Capital, LP's most recent quarter-over-quarter share-count change in SBAC?
Between Q1 2026 and Q2 2026, Long Pond Capital, LP added 898,715 shares of SBAC (re-initiated), bringing the total reported position to 898,715 shares at a market value of $158.6M.
Does the implied price-per-share represent Long Pond Capital, LP's cost basis in SBAC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.