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Greg Alexander’s Smith Douglas Homes SDHC Stock Holding History

Greg Alexander’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 		$22.3M Hold
1,433,350
– – 3.67% 6
2026
Q1 		$18.3M Hold
1,433,350
– – 3.5% 6
2025
Q4 		$24M Buy
1,433,350
+581,794
+68% +$10.5M 3.98% 4
2025
Q3 		$15M Buy
851,556
+351,556
+70% +$6.88M 2.38% 5
2025
Q2 		$9.71M Buy
+500,000
New +$9.45M 1.26% 6

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Greg Alexander's SDHC Position: Q2 2026 in Review

Greg Alexander held its Smith Douglas Homes (SDHC) position steady in Q2 2026 at 1,433,350 shares worth $22.3M. The position accounts for 3.67% of the portfolio, ranked #6.

Greg Alexander first reported a position in SDHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $24M in Q4 2025. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Greg Alexander held 1,433,350 shares of Smith Douglas Homes worth $22.3M as of Q2 2026.
  • Greg Alexander left its Smith Douglas Homes share count unchanged in Q2 2026.
  • Smith Douglas Homes made up 3.67% of Greg Alexander's portfolio in Q2 2026, its #6 holding.
  • Greg Alexander first reported a position in Smith Douglas Homes in Q2 2025 and has held it in 5 quarters since.
  • Greg Alexander's Smith Douglas Homes position peaked at $24M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Conifer Management's 13F filing for Q2 2026, filed 13 Aug 2026.