Long Pond Capital’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 Q3	–	Sell	-417,112	Closed	-$9.75M	–	46
2024 Q2	$9.75M	Hold	417,112	–	–	0.52%	31
2024 Q1	$12.4M	Buy	+417,112	New	+$12.4M	0.71%	27