Optima Capital’s Smith Douglas Homes SDHC Stock Holding History

Optima 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
2026 Q1	–	Sell	-28	Closed	-$470	–	1083
2025 Q4	$470	Buy	+28	New	+$506	﹤0.01%	1286

Other funds holding SDHC

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Optima Capital's SDHC Position: Q1 2026 in Review

Optima Capital sold out of Smith Douglas Homes (SDHC) in Q1 2026, closing a stake of 28 shares — an estimated $470 sold.

Optima Capital first reported a position in SDHC in Q4 2025 and held it in 1 quarter. The position peaked at $470 in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

Optima Capital reported no remaining Smith Douglas Homes position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 28 Smith Douglas Homes shares in Q1 2026, an estimated $470.
Optima Capital first reported a position in Smith Douglas Homes in Q4 2025 and held it in 1 quarter.
Optima Capital's Smith Douglas Homes position peaked at $470 in Q4 2025.
58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.