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12 West Capital Management’s Smith Douglas Homes SDHC Stock Holding History

12 West Capital Management’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-535,140
Closed -$9.45M – 19
2025
Q3 		$9.45M Sell
535,140
-197,211
-27% -$3.86M 0.98% 15
2025
Q2 		$14.2M Buy
+732,351
New +$13.8M 1.5% 15

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BMO
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GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

12 West Capital Management's SDHC Position: Q4 2025 in Review

12 West Capital Management sold out of Smith Douglas Homes (SDHC) in Q4 2025, closing a stake of 535,140 shares — an estimated $9.45M sold.

12 West Capital Management first reported a position in SDHC in Q2 2025 and held it in 2 quarters. The position peaked at $14.2M in Q2 2025. 46 funds tracked by Wall St. Rank hold SDHC as of Q4 2025.

  • 12 West Capital Management reported no remaining Smith Douglas Homes position as of Q4 2025 after selling out during the quarter.
  • 12 West Capital Management sold 535,140 Smith Douglas Homes shares in Q4 2025, an estimated $9.45M.
  • 12 West Capital Management first reported a position in Smith Douglas Homes in Q2 2025 and held it in 2 quarters.
  • 12 West Capital Management's Smith Douglas Homes position peaked at $14.2M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2025.

Based on 12 West Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.