Millennium Management — SBAC Trade History
Quarter-by-quarter changes in the SBA COMMUNICATIONS CORP position · CUSIP 78410G104
Currently held · 9.5 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 699,701 | 554,694 | +382.5% | $123.5M | 0.04% |
| 2026 Q1 | 2026-05-15 | Reduce | 145,007 | -666,536 | -82.1% | $25.0M | 0.01% |
| 2025 Q4 | 2026-02-17 | Add | 811,543 | 513,002 | +171.8% | $157.0M | 0.07% |
| 2025 Q3 | 2025-11-14 | Add | 298,541 | 42,203 | +16.5% | $57.7M | 0.03% |
| 2025 Q2 | 2025-08-14 | Add | 256,338 | 43,594 | +20.5% | $60.2M | 0.03% |
| 2025 Q1 | 2025-05-15 | Add | 212,744 | 42,144 | +24.7% | $46.8M | 0.03% |
| 2024 Q4 | 2025-02-14 | Reduce | 170,600 | -652,869 | -79.3% | $34.8M | 0.02% |
| 2024 Q3 | 2024-11-14 | Reduce | 823,469 | -449,083 | -35.3% | $198.2M | 0.09% |
| 2024 Q2 | 2024-08-14 | Reduce | 1,272,552 | -127,701 | -9.1% | $249.8M | 0.12% |
| 2024 Q1 | 2024-05-15 | Add | 1,400,253 | 319,754 | +29.6% | $303.4M | 0.13% |
| 2023 Q4 | 2024-02-14 | Add | 1,080,499 | 665,938 | +160.6% | $274.1M | 0.12% |
| 2023 Q3 | 2023-11-14 | Add | 414,561 | 151,294 | +57.5% | $83.0M | 0.04% |
| 2023 Q2 | 2023-08-14 | Reduce | 263,267 | -158,342 | -37.6% | $61.0M | 0.03% |
| 2023 Q1 | 2023-05-15 | Reduce | 421,609 | -375,480 | -47.1% | $110.1K | 0.06% |
| 2022 Q4 | 2023-02-14 | Add | 797,089 | 594,994 | +294.4% | $223.4K | 0.12% |
| 2022 Q3 | 2022-11-14 | Add | 202,095 | 140,684 | +229.1% | $57.5M | 0.03% |
| 2022 Q2 | 2022-08-15 | Reduce | 61,411 | -21,006 | -25.5% | $19.7M | 0.01% |
| 2022 Q1 | 2022-05-16 | Reduce | 82,417 | -1,607 | -1.9% | $28.4M | 0.01% |
| 2021 Q4 | 2022-02-14 | Reduce | 84,024 | -291,017 | -77.6% | $32.7M | 0.02% |
| 2021 Q3 | 2021-11-15 | Reduce | 375,041 | -43,314 | -10.4% | $124.0M | 0.07% |
| 2021 Q2 | 2021-08-16 | Reduce | 418,355 | -20,547 | -4.7% | $133.3M | 0.08% |
| 2021 Q1 | 2021-05-17 | Add | 438,902 | 206,663 | +89.0% | $121.8M | 0.09% |
| 2020 Q4 | 2021-02-16 | Add | 232,239 | 78,990 | +51.5% | $65.5M | 0.05% |
| 2020 Q3 | 2020-11-16 | Reduce | 153,249 | -360,898 | -70.2% | $48.8M | 0.06% |
| 2020 Q2 | 2020-08-14 | Add | 514,147 | 236,254 | +85.0% | $153.2M | 0.21% |
| 2020 Q1 | 2020-05-14 | Add | 277,893 | 140,718 | +102.6% | $75.0M | 0.17% |
| 2019 Q4 | 2020-02-14 | Reduce | 137,175 | -122,301 | -47.1% | $33.1M | 0.04% |
| 2019 Q3 | 2019-11-14 | Reduce | 259,476 | -179,217 | -40.9% | $62.6M | 0.10% |
| 2019 Q2 | 2019-08-15 | Reduce | 438,693 | -291,049 | -39.9% | $98.6M | 0.15% |
| 2019 Q1 | 2019-05-14 | Reduce | 729,742 | -201,979 | -21.7% | $145.7M | 0.22% |
| 2018 Q4 | 2019-02-15 | Add | 931,721 | 664,371 | +248.5% | $150.8M | 0.23% |
| 2018 Q3 | 2018-11-14 | Reduce | 267,350 | -13,009 | -4.6% | $42.9M | 0.05% |
| 2018 Q2 | 2018-08-14 | Reduce | 280,359 | -275,317 | -49.5% | $46.3M | 0.06% |
| 2018 Q1 | 2018-05-15 | Add | 555,676 | 391,979 | +239.5% | $95.0M | 0.13% |
| 2017 Q4 | 2018-02-14 | Reduce | 163,697 | -65,716 | -28.6% | $26.7M | 0.04% |
| 2017 Q3 | 2017-11-14 | Reduce | 229,413 | -844,760 | -78.6% | $33.0M | 0.05% |
| 2017 Q2 | 2017-08-14 | Reduce | 1,074,173 | -131,040 | -10.9% | $144.9M | 0.26% |
| 2017 Q1 | 2017-05-15 | New | 1,205,213 | 1,205,213 | — | $145.1M | 0.27% |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.