Occudo Quantitative Strategies
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Occudo Quantitative Strategies’s Smith Douglas Homes SDHC Stock Holding History

Occudo Quantitative Strategies’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
2026
Q2 		$235K Buy
+15,091
New +$201K 0.01% 648
2024
Q4 		– Sell
-13,485
Closed -$509K – 917
2024
Q3 		$509K Buy
+13,485
New +$432K 0.09% 277
2024
Q2 		– Sell
-16,233
Closed -$482K – 967
2024
Q1 		$482K Buy
+16,233
New +$455K 0.08% 313

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 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
Beck Mack & Oliver
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co New York $9.7B AUM 55.7% 1-Year Est. Return

Occudo Quantitative Strategies's SDHC Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Smith Douglas Homes (SDHC) in Q2 2026: 15,091 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in SDHC as recently as Q3 2024.

Occudo Quantitative Strategies first reported a position in SDHC in Q1 2024 and has held it in 3 quarters since. The position peaked at $509K in Q3 2024. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Occudo Quantitative Strategies held 15,091 shares of Smith Douglas Homes worth $235K as of Q2 2026.
  • Smith Douglas Homes was a new Occudo Quantitative Strategies position in Q2 2026.
  • Smith Douglas Homes made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #648 holding.
  • Occudo Quantitative Strategies first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 3 quarters since.
  • Occudo Quantitative Strategies's Smith Douglas Homes position peaked at $509K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.