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John Overdeck’s Smith Douglas Homes SDHC Stock Holding History

John Overdeck’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
Q1 		– Sell
-27,550
Closed -$706K – 3460
2024
Q4 		$706K Buy
27,550
+21,642
+366% +$720K ﹤0.01% 2366
2024
Q3 		$223K Buy
+5,908
New +$189K ﹤0.01% 2778
2024
Q2 		– Sell
-36,922
Closed -$1.1M – 3290
2024
Q1 		$1.1M Buy
+36,922
New +$1.04M ﹤0.01% 1901

Other funds holding SDHC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

John Overdeck's SDHC Position: Q1 2025 in Review

John Overdeck sold out of Smith Douglas Homes (SDHC) in Q1 2025, closing a stake of 27,550 shares — an estimated $706K sold.

John Overdeck first reported a position in SDHC in Q1 2024 and held it in 3 quarters. The position peaked at $1.1M in Q1 2024. 55 funds tracked by Wall St. Rank hold SDHC as of Q1 2025.

  • John Overdeck reported no remaining Smith Douglas Homes position as of Q1 2025 after selling out during the quarter.
  • John Overdeck sold 27,550 Smith Douglas Homes shares in Q1 2025, an estimated $706K.
  • John Overdeck first reported a position in Smith Douglas Homes in Q1 2024 and held it in 3 quarters.
  • John Overdeck's Smith Douglas Homes position peaked at $1.1M in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.