SDHC — SMITH DOUGLAS HOMES CORP

Ownership history in Conifer Management, L.L.C.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Conifer Management, L.L.C. reported a position in SMITH DOUGLAS HOMES CORP (SDHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.98% (2025 Q4)
Avg. % of fund
2.54%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,433,350 +581,794 +68.3% 3.98% $24.0M $16.77
2025 Q3 ADDED 851,556 +351,556 +70.3% 2.38% $15.0M $17.66
2025 Q2 INITIATED 500,000 — — 1.26% $9.7M $19.42
% of Fund (quarterly)    SDHC price (monthly, adj. close)

Other funds also holding SDHC

As of 2025 Q4 — sorted by position size

BECK MACK & OLIVER LLC 3Y 7Y 0.25% WASATCH ADVISORS LP 3Y 7Y 0.12% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.07% GILDER GAGNON HOWE & CO LLC 3Y 7Y 0.04% Quent Capital, LLC 3Y 0.03% FEDERATED HERMES, INC. 3Y 7Y 0.01% First Eagle Investment Management, LLC 3Y 7Y 0.01% WELLINGTON MANAGEMENT GROUP LLP 3Y 7Y 0.0% Ruane, Cunniff & Goldfarb L.P. 3Y 7Y 0.0% MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3Y 7Y 0.0%
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