Dodge & Cox added SBAC · SBA COMMUNICATIONS CORP
$2.1B · now 1.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$189 now
OUR VALUE
$189 today
low $87mid $115high $144
2 models, as of 2026-11-14.
Priced past our value: the move has played out.
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