Beck Mack & Oliver’s Smith Douglas Homes SDHC Stock Holding History

Beck Mack & Oliver’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
2026 Q2	$13M	Sell	835,065 -15,528	-2%	-$206K	0.25%	50
2026 Q1	$10.9M	Buy	850,593 +34,146	+4%	+$561K	0.22%	52
2025 Q4	$13.7M	Buy	816,447 +3,605	+0.4%	+$65.2K	0.25%	48
2025 Q3	$14.4M	Sell	812,842 -22,843	-3%	-$447K	0.26%	48
2025 Q2	$16.2M	Sell	835,685 -5,290	-0.6%	-$100K	0.31%	46
2025 Q1	$16.4M	Buy	840,975 +141,545	+20%	+$3.18M	0.33%	47
2024 Q4	$17.9M	Buy	699,430 +256,950	+58%	+$8.54M	0.33%	48
2024 Q3	$16.7M	Buy	442,480 +51,230	+13%	+$1.64M	0.33%	48
2024 Q2	$9.15M	Buy	391,250 +249,221	+175%	+$6.68M	0.19%	59
2024 Q1	$4.22M	Buy	+142,029	New	+$3.98M	0.09%	72

Other funds holding SDHC

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Beck Mack & Oliver's SDHC Position: Q2 2026 in Review

Beck Mack & Oliver reduced its Smith Douglas Homes (SDHC) stake by 1.8% in Q2 2026, selling an estimated $206K and leaving 835,065 shares worth $13M. The position accounts for 0.25% of the portfolio, ranked #50.

Beck Mack & Oliver first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.9M in Q4 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Beck Mack & Oliver held 835,065 shares of Smith Douglas Homes worth $13M as of Q2 2026.
Beck Mack & Oliver sold 15,528 Smith Douglas Homes shares in Q2 2026, an estimated $206K.
Smith Douglas Homes made up 0.25% of Beck Mack & Oliver's portfolio in Q2 2026, its #50 holding.
Beck Mack & Oliver first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
Beck Mack & Oliver's Smith Douglas Homes position peaked at $17.9M in Q4 2024.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.