Balyasny Asset Management
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Balyasny Asset Management’s Smith Douglas Homes SDHC Stock Holding History

Balyasny Asset 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
Q2 		– Sell
-20,009
Closed -$391K – 3289
2025
Q1 		$391K Buy
+20,009
New +$450K ﹤0.01% 2357
2024
Q3 		– Sell
-41,808
Closed -$977K – 3115
2024
Q2 		$977K Sell
41,808
-177,517
-81% -$4.76M ﹤0.01% 1805
2024
Q1 		$6.51M Buy
+219,325
New +$6.15M 0.01% 1114

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BMO
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1WCM
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Massachusetts Financial Services
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Balyasny Asset Management's SDHC Position: Q2 2025 in Review

Balyasny Asset Management sold out of Smith Douglas Homes (SDHC) in Q2 2025, closing a stake of 20,009 shares — an estimated $391K sold.

Balyasny Asset Management first reported a position in SDHC in Q1 2024 and held it in 3 quarters. The position peaked at $6.51M in Q1 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q2 2025.

  • Balyasny Asset Management reported no remaining Smith Douglas Homes position as of Q2 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 20,009 Smith Douglas Homes shares in Q2 2025, an estimated $391K.
  • Balyasny Asset Management first reported a position in Smith Douglas Homes in Q1 2024 and held it in 3 quarters.
  • Balyasny Asset Management's Smith Douglas Homes position peaked at $6.51M in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.