Israel Englander’s Smith Douglas Homes SDHC Stock Holding History

Israel Englander’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	$259K	Buy	+16,650	New	+$221K	﹤0.01%	5190
2025 Q4	–	Sell	-22,023	Closed	-$389K	–	6404
2025 Q3	$389K	Sell	22,023 -269	-1%	-$5.26K	﹤0.01%	5224
2025 Q2	$433K	Sell	22,292 -27,014	-55%	-$511K	﹤0.01%	4988
2025 Q1	$962K	Sell	49,306 -7,153	-13%	-$161K	﹤0.01%	4367
2024 Q4	$1.45M	Buy	56,459 +18,810	+50%	+$625K	﹤0.01%	3892
2024 Q3	$1.42M	Sell	37,649 -23,520	-38%	-$754K	﹤0.01%	3995
2024 Q2	$1.43M	Buy	61,169 +42,728	+232%	+$1.14M	﹤0.01%	3816
2024 Q1	$548K	Buy	+18,441	New	+$517K	﹤0.01%	4751

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 $59.9B AUM 27.01% 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

Israel Englander's SDHC Position: Q2 2026 in Review

Israel Englander opened a new position in Smith Douglas Homes (SDHC) in Q2 2026: 16,650 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #5190 among its holdings. This is a return to the name: Israel Englander previously reported a position in SDHC as recently as Q3 2025.

Israel Englander first reported a position in SDHC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q4 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Israel Englander held 16,650 shares of Smith Douglas Homes worth $259K as of Q2 2026.
Smith Douglas Homes was a new Israel Englander position in Q2 2026.
Smith Douglas Homes made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #5190 holding.
Israel Englander first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 8 quarters since.
Israel Englander's Smith Douglas Homes position peaked at $1.45M in Q4 2024.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.