Covey Capital Advisors’s Smith Douglas Homes SDHC Stock Holding History

Covey Capital Advisors’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	$705K	Buy	+36,300	New	+$686K	0.76%	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

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

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

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

Conifer Management New York $524M AUM 14.11% 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

Covey Capital Advisors's SDHC Position: Q2 2025 in Review

Covey Capital Advisors opened a new position in Smith Douglas Homes (SDHC) in Q2 2025: 36,300 shares worth $705K. The stake represents 0.76% of the portfolio and ranks #32 among its holdings.

55 funds tracked by Wall St. Rank hold SDHC as of Q2 2025.

Covey Capital Advisors held 36,300 shares of Smith Douglas Homes worth $705K as of Q2 2025.
Smith Douglas Homes was a new Covey Capital Advisors position in Q2 2025.
Smith Douglas Homes made up 0.76% of Covey Capital Advisors's portfolio in Q2 2025, its #32 holding.
55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2025.

Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.