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Long Pond Capital’s Smith Douglas Homes SDHC Stock Holding History

Long Pond Capital’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
2024
Q3 		– Sell
-417,112
Closed -$9.75M – 47
2024
Q2 		$9.75M Hold
417,112
– – 0.52% 32
2024
Q1 		$12.4M Buy
+417,112
New +$11.7M 0.71% 27

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Long Pond Capital's SDHC Position: Q3 2024 in Review

Long Pond Capital sold out of Smith Douglas Homes (SDHC) in Q3 2024, closing a stake of 417,112 shares — an estimated $9.75M sold.

Long Pond Capital first reported a position in SDHC in Q1 2024 and held it in 2 quarters. The position peaked at $12.4M in Q1 2024. 74 funds tracked by Wall St. Rank hold SDHC as of Q3 2024.

  • Long Pond Capital reported no remaining Smith Douglas Homes position as of Q3 2024 after selling out during the quarter.
  • Long Pond Capital sold 417,112 Smith Douglas Homes shares in Q3 2024, an estimated $9.75M.
  • Long Pond Capital first reported a position in Smith Douglas Homes in Q1 2024 and held it in 2 quarters.
  • Long Pond Capital's Smith Douglas Homes position peaked at $12.4M in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2024.

Based on Long Pond Capital's 13F filing for Q3 2024, filed 13 Nov 2024.