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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
Q2 		$424K Buy
27,275
+12,785
+88% +$170K 0.01% 38
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 $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
BMO
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's SDHC Position: Q2 2026 in Review

Ruane, Cunniff & Goldfarb increased its Smith Douglas Homes (SDHC) stake by 88% in Q2 2026, buying an estimated $170K and bringing the position to 27,275 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #38.

Ruane, Cunniff & Goldfarb first reported a position in SDHC in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Ruane, Cunniff & Goldfarb held 27,275 shares of Smith Douglas Homes worth $424K as of Q2 2026.
  • Ruane, Cunniff & Goldfarb bought 12,785 Smith Douglas Homes shares in Q2 2026, an estimated $170K.
  • Smith Douglas Homes made up 0.01% of Ruane, Cunniff & Goldfarb's portfolio in Q2 2026, its #38 holding.
  • Ruane, Cunniff & Goldfarb first reported a position in Smith Douglas Homes in Q3 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q2 2026, filed 14 Aug 2026.