SEC 13F Intelligence

Bristol John W & Co Inc /Ny/ / SBAC

Bristol John W & Co Inc /Ny/’s Sba Communications Corp Position

Does Bristol John W & Co Inc /Ny/ own Sba Communications Corp (SBAC)? Yes — 387.4K shares worth $67M (+1.10% of its 13F portfolio) as of Q1 2026, up from 315.8K shares the prior filed quarter.

Position Value
$67M
Q1 2026
Shares
387.4K
% of Portfolio
+1.10%
Quarters Held
11
currently held

Position History SBAC

Reported value by quarter
Q3 ’23: $93MQ3 ’23Q4 ’23: $112MQ1 ’24: $96MQ1 ’24Q2 ’24: $85MQ3 ’24: $103MQ3 ’24Q4 ’24: $85MQ1 ’25: $90MQ1 ’25Q2 ’25: $96MQ3 ’25: $77MQ3 ’25Q4 ’25: $61MQ1 ’26: $67MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026387.4K$67M+1.10%
Q4 2025315.8K$61M+0.94%
Q3 2025400.7K$77M+1.22%
Q2 2025408.0K$96M+1.55%
Q1 2025409.6K$90M+1.54%
Q4 2024416.9K$85M+1.40%
Q3 2024429.0K$103M+1.65%
Q2 2024433.0K$85M+1.38%
Q1 2024442.8K$96M+1.63%
Q4 2023441.5K$112M+2.06%
Q3 2023463.2K$93M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bristol John W & Co Inc /Ny/’s full portfolio or all institutional holders of SBAC.