Question 1

How many shares of SBAC does DODGE & COX own?

Accepted Answer

As of 2026-Q2, DODGE & COX holds 12.3M shares of SBAC (SBA COMMUNICATIONS CORP).

Question 2

What is DODGE & COX's SBAC position worth?

Accepted Answer

As of 2026-Q2, DODGE & COX's SBAC position is worth $2.2B.

Question 3

Is DODGE & COX buying or selling SBAC?

Accepted Answer

In 2026-Q2, DODGE & COX increased their SBAC position (+2.0% change in shares).

Question 4

When did DODGE & COX first buy SBAC?

Accepted Answer

Based on available 13F filings, DODGE & COX first reported a position in SBAC in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	12.3M	+2.0%	$2.2B	1.1%	$175.25	51
2026-Q1	Increased	12.1M	+0.7%	$2.1B	1.1%	$169.90	50
2025-Q4	Increased	12M	+24.1%	$2.3B	1.3%	$189.66	61
2025-Q3	Increased	9.7M	+12.3%	$1.9B	1.0%	$188.54	56
2025-Q2	Increased	8.6M	+1.4%	$2B	1.1%	$227.86	51
2025-Q1	Increased	8.5M	+15.5%	$1.9B	1.1%	$212.45	58
2024-Q4	Increased	7.3M	+352.5%	$1.5B	0.9%	$195.78	73
2024-Q3	New	1.6M	-	$390.8M	0.2%	$230.20	52

SBAC8 quarters

SBAC
8 quarters