RCG
SDHC icon

Ruane, Cunniff & Goldfarb’s Smith Douglas Homes SDHC Stock Holding History

Ruane, Cunniff & Goldfarb’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 		$185K Buy
14,490
+2,281
+19% +$37.5K ﹤0.01% 47
2025
Q4 		$205K Hold
12,209
– – ﹤0.01% 46
2025
Q3 		$216K Buy
+12,209
New +$239K ﹤0.01% 45

Other funds holding SDHC

CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Ruane, Cunniff & Goldfarb's SDHC Position: Q1 2026 in Review

Ruane, Cunniff & Goldfarb increased its Smith Douglas Homes (SDHC) stake by 19% in Q1 2026, buying an estimated $37.5K and bringing the position to 14,490 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #47.

Ruane, Cunniff & Goldfarb first reported a position in SDHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q3 2025. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • Ruane, Cunniff & Goldfarb held 14,490 shares of Smith Douglas Homes worth $185K as of Q1 2026.
  • Ruane, Cunniff & Goldfarb bought 2,281 Smith Douglas Homes shares in Q1 2026, an estimated $37.5K.
  • Smith Douglas Homes made up ﹤0.01% of Ruane, Cunniff & Goldfarb's portfolio in Q1 2026, its #47 holding.
  • Ruane, Cunniff & Goldfarb first reported a position in Smith Douglas Homes in Q3 2025 and has held it in 3 quarters since.
  • Ruane, Cunniff & Goldfarb's Smith Douglas Homes position peaked at $216K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2026, filed 15 May 2026.