Fuller & Thaler Asset Management’s Smith Douglas Homes SDHC Stock Holding History

Fuller & Thaler 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
2026 Q2	$344K	Sell	22,110 -185	-0.8%	-$2.46K	﹤0.01%	484
2026 Q1	$285K	Buy	22,295 +300	+1%	+$4.93K	﹤0.01%	485
2025 Q4	$369K	Hold	21,995	–	–	﹤0.01%	470
2025 Q3	$388K	Buy	21,995 +7,965	+57%	+$156K	﹤0.01%	457
2025 Q2	$272K	Buy	+14,030	New	+$265K	﹤0.01%	485

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

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 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

Fuller & Thaler Asset Management's SDHC Position: Q2 2026 in Review

Fuller & Thaler Asset Management reduced its Smith Douglas Homes (SDHC) stake by 0.83% in Q2 2026, selling an estimated $2.46K and leaving 22,110 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Fuller & Thaler Asset Management first reported a position in SDHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $388K in Q3 2025. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Fuller & Thaler Asset Management held 22,110 shares of Smith Douglas Homes worth $344K as of Q2 2026.
Fuller & Thaler Asset Management sold 185 Smith Douglas Homes shares in Q2 2026, an estimated $2.46K.
Smith Douglas Homes made up ﹤0.01% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #484 holding.
Fuller & Thaler Asset Management first reported a position in Smith Douglas Homes in Q2 2025 and has held it in 5 quarters since.
Fuller & Thaler Asset Management's Smith Douglas Homes position peaked at $388K in Q3 2025.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.