Lisanti Capital Growth’s Smith Douglas Homes SDHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-52,785	Closed	-$1.99M	–	133
2024 Q3	$1.99M	Buy	52,785 +8,945	+20%	+$338K	0.51%	80
2024 Q2	$1.02M	Sell	43,840 -89,915	-67%	-$2.1M	0.25%	100
2024 Q1	$3.97M	Buy	+133,755	New	+$3.97M	0.97%	46