# SBA Communications (SBAC): value investors who own it

2 value investors held SBA Communications in their Q3 2026 13F, led by Dodge & Cox, Davis Selected Advisers.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Dodge & Cox | 1.1% | $2.2bn | Added +2.0% | 8 |
| Davis Selected Advisers | 0.0% | $7.2m | New | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-17 | Krouse George R Jr | Director | Sold | 300 | $55k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.0% | $134m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/sbac). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.