Gilder Gagnon Howe & Co’s Smith Douglas Homes SDHC Stock Holding History

Gilder Gagnon Howe & Co’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	$2.51M	Sell	161,307 -21,393	-12%	-$284K	0.03%	206
2026 Q1	$2.34M	Sell	182,700 -38,624	-17%	-$634K	0.03%	190
2025 Q4	$3.71M	Sell	221,324 -6,456	-3%	-$117K	0.04%	166
2025 Q3	$4.02M	Sell	227,780 -2,028	-0.9%	-$39.7K	0.04%	160
2025 Q2	$4.46M	Sell	229,808 -211,068	-48%	-$3.99M	0.05%	151
2025 Q1	$8.61M	Sell	440,876 -54,954	-11%	-$1.24M	0.11%	111
2024 Q4	$12.7M	Sell	495,830 -25,970	-5%	-$863K	0.14%	108
2024 Q3	$19.7M	Sell	521,800 -308,630	-37%	-$9.89M	0.24%	91
2024 Q2	$19.4M	Sell	830,430 -8,219	-1%	-$220K	0.24%	90
2024 Q1	$24.9M	Buy	+838,649	New	+$23.5M	0.31%	74

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

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

Gilder Gagnon Howe & Co's SDHC Position: Q2 2026 in Review

Gilder Gagnon Howe & Co reduced its Smith Douglas Homes (SDHC) stake by 12% in Q2 2026, selling an estimated $284K and leaving 161,307 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #206.

Gilder Gagnon Howe & Co first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.9M in Q1 2024. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Gilder Gagnon Howe & Co held 161,307 shares of Smith Douglas Homes worth $2.51M as of Q2 2026.
Gilder Gagnon Howe & Co sold 21,393 Smith Douglas Homes shares in Q2 2026, an estimated $284K.
Smith Douglas Homes made up 0.03% of Gilder Gagnon Howe & Co's portfolio in Q2 2026, its #206 holding.
Gilder Gagnon Howe & Co first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
Gilder Gagnon Howe & Co's Smith Douglas Homes position peaked at $24.9M in Q1 2024.
62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2026, filed 14 Aug 2026.