SBA Communications Corporation
MX ˙ BMV ˙ US78410G1040
SecurityMX:SBAC / SBA Communications Corporation
InstitutionDnB Asset Management AS
Latest Disclosed Ownership22,293 shares
Latest Disclosed Value $ 3,836,848
DnB Asset Management AS reports 9.87% increase in ownership of SBAC / SBA Communications Corporation

On May 14, 2026 - DnB Asset Management AS filed a 13F-HR form disclosing ownership of 22,293 shares of SBA Communications Corporation (MX:SBAC) valued at $3,836,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 20,291 shares of SBA Communications Corporation. This represents a change in shares of 9.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SBA Communications CL A 78410G104 22,293 2,002 9.87 3,837 -2.24 0.0137
2026-02-05 2025-12-31 13F SBA Communications CL A 78410G104 20,291 517 2.61 3,925 2.64 0.0137
2025-11-12 2025-09-30 13F SBA Communications CL A 78410G104 19,774 172 0.88 3,823 -16.95 0.0143
2025-08-12 2025-06-30 13F SBA Communications CL A 78410G104 19,602 1,402 7.70 4,603 14.96 0.0191
2025-05-15 2025-03-31 13F SBA Communications common 78410G104 18,200 557 3.16 4,004 11.38 0.0185
2025-02-12 2024-12-31 13F SBA Communications CL A 78410G104 17,643 -208 -1.17 3,596 -16.32 0.0156
2024-11-12 2024-09-30 13F SBA Communications CL A 78410G104 17,851 204 1.16 4,297 24.02 0.0194
2024-07-05 2024-06-30 13F SBA Communications common 78410G104 17,647 1,322 8.10 3,464 -2.06 0.0165
2024-04-12 2024-03-31 13F SBA Communications common 78410G104 16,325 -2,908 -15.12 3,538 -27.51 0.0184
2024-01-04 2023-12-31 13F SBA Communications common 78410G104 19,233 157 0.82 4,879 27.79 0.0253
2023-10-13 2023-09-30 13F SBA Communications common 78410G104 19,076 379 2.03 3,818 -11.89 0.0228
2023-07-10 2023-06-30 13F/A-1 SBA Communications common 78410G104 18,697 -250 -1.32 4,333 -12.39 0.0249
2023-07-06 2023-06-30 13F SBA Communications common 78410G104 18,697 -250 4,333 0.0255
2023-04-20 2023-03-31 13F SBA Communications common 78410G104 18,947 641 3.50 4,946 -3.61 0.0314
2023-01-12 2022-12-31 13F SBA Communications common 78410G104 18,306 73 0.40 5,131 -1.14 0.0362
2022-10-11 2022-09-30 13F SBA Communications common 78410G104 18,233 202 1.12 5,190 -10.05 0.0400
2022-07-08 2022-06-30 13F SBA Communications common 78410G104 18,031 -16 -0.09 5,771 -7.07 0.0406
2022-04-08 2022-03-31 13F SBA Communications common 78410G104 18,047 1,877 11.61 6,210 -1.29 0.0369
2022-01-12 2021-12-31 13F SBA Communications common 78410G104 16,170 944 6.20 6,290 24.98 0.0369
2021-10-15 2021-09-30 13F SBA Communications common 78410G104 15,226 472 3.20 5,033 7.04 0.0327
2021-07-06 2021-06-30 13F SBA Communications common 78410G104 14,754 -459 -3.02 4,702 11.37 0.0312
2021-04-15 2021-03-31 13F SBA Communications common 78410G104 15,213 935 6.55 4,222 4.82 0.0308
2021-01-19 2020-12-31 13F SBA Communications common 78410G104 14,278 -519 -3.51 4,028 -14.52 0.0353
2020-10-14 2020-09-30 13F SBA Communications common 78410G104 14,797 1,877 14.53 4,713 22.42 0.0501
2020-07-08 2020-06-30 13F SBA Communications common 78410G104 12,920 2,047 18.83 3,849 31.14 0.0452
2020-04-17 2020-03-31 13F SBA Communications common 78410G104 10,873 -2,400 -18.08 2,935 -8.22 0.0432
2020-01-13 2019-12-31 13F SBA Communications common 78410G104 13,273 1,283 10.70 3,199 10.62 0.0314
2019-10-16 2019-09-30 13F SBA Communications common 78410G104 11,990 791 7.06 2,891 14.86 0.0326
2019-07-08 2019-06-30 13F SBA Communications common 78410G104 11,199 -1,150 -9.31 2,518 2.11 0.0290
2019-04-11 2019-03-31 13F SBA Communications common 78410G104 12,349 -1,258 -9.25 2,466 11.94 0.0281
2019-01-15 2018-12-31 13F SBA Communications common 78410G104 13,607 -916 -6.31 2,203 -5.57 0.0286
2018-10-10 2018-09-30 13F SBA Communications common 78410G104 14,523 1,100 8.19 2,333 5.23 0.0262
2018-07-06 2018-06-30 13F SBA Communications common 78410G104 13,423 700 5.50 2,216 1.93 0.0262
2018-04-11 2018-03-31 13F SBA Communications common 78410G104 12,723 600 4.95 2,175 9.80 0.0262
2018-01-10 2017-12-31 13F SBA Communications common 78410G104 12,123 0 0.00 1,980 13.40 0.0239
2017-10-11 2017-09-30 13F SBA Communications common 78410G104 12,123 100 0.83 1,746 7.71 0.0232
2017-07-06 2017-06-30 13F SBA Communications common 78410G104 12,023 -500 -3.99 1,622 7.56 0.0236
2017-04-19 2017-03-31 13F SBA Communications common 78410G104 12,523 1,600 14.65 1,507 33.72 0.0237
2017-01-17 2016-12-31 13F SBA Communications common 78388J106 10,923 900 8.98 1,128 0.27 0.0207
2016-10-28 2016-09-30 13F SBA Communications common 78388J106 10,023 10,023 1,124 0.0221
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.