Jim Simons’s Smith Douglas Homes SDHC Stock Holding History

Jim Simons’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	–	Sell	-35,300	Closed	-$689K	–	3849
2025 Q1	$689K	Sell	35,300 -63,900	-64%	-$1.44M	﹤0.01%	2607
2024 Q4	$2.54M	Buy	99,200 +24,000	+32%	+$798K	﹤0.01%	1893
2024 Q3	$2.84M	Buy	75,200 +41,700	+124%	+$1.34M	﹤0.01%	1791
2024 Q2	$783K	Buy	33,500 +24,200	+260%	+$648K	﹤0.01%	2457
2024 Q1	$276K	Buy	+9,300	New	+$261K	﹤0.01%	3119

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 $315B AUM 27.84% 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 $59.9B AUM 27.01% 1-Year Est. Return

Jim Simons's SDHC Position: Q2 2025 in Review

Jim Simons sold out of Smith Douglas Homes (SDHC) in Q2 2025, closing a stake of 35,300 shares — an estimated $689K sold.

Jim Simons first reported a position in SDHC in Q1 2024 and held it in 5 quarters. The position peaked at $2.84M in Q3 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q2 2025.

Jim Simons reported no remaining Smith Douglas Homes position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 35,300 Smith Douglas Homes shares in Q2 2025, an estimated $689K.
Jim Simons first reported a position in Smith Douglas Homes in Q1 2024 and held it in 5 quarters.
Jim Simons's Smith Douglas Homes position peaked at $2.84M in Q3 2024.
55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.