Corton Capital’s Smith Douglas Homes SDHC Stock Holding History

Corton Capital’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 Q3	–	Sell	-20,752	Closed	-$403K	–	381
2025 Q2	$403K	Buy	20,752 +6,036	+41%	+$114K	0.47%	29
2025 Q1	$287K	Sell	14,716 -10,513	-42%	-$236K	0.95%	22
2024 Q4	$647K	Buy	25,229 +9,640	+62%	+$321K	0.37%	3
2024 Q3	$589K	Buy	+15,589	New	+$500K	0.29%	32

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Corton Capital's SDHC Position: Q3 2025 in Review

Corton Capital sold out of Smith Douglas Homes (SDHC) in Q3 2025, closing a stake of 20,752 shares — an estimated $403K sold.

Corton Capital first reported a position in SDHC in Q3 2024 and held it in 4 quarters. The position peaked at $647K in Q4 2024. 52 funds tracked by Wall St. Rank hold SDHC as of Q3 2025.

Corton Capital reported no remaining Smith Douglas Homes position as of Q3 2025 after selling out during the quarter.
Corton Capital sold 20,752 Smith Douglas Homes shares in Q3 2025, an estimated $403K.
Corton Capital first reported a position in Smith Douglas Homes in Q3 2024 and held it in 4 quarters.
Corton Capital's Smith Douglas Homes position peaked at $647K in Q4 2024.
52 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2025.

Based on Corton Capital's 13F filing for Q3 2025, filed 14 Nov 2025.