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Thornburg Investment Management’s Smith Douglas Homes SDHC Stock Holding History

Thornburg Investment Management’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
2025
Q3 		– Sell
-224,457
Closed -$4.36M – 186
2025
Q2 		$4.36M Sell
224,457
-19,756
-8% -$373K 0.06% 133
2025
Q1 		$4.77M Sell
244,213
-14,616
-6% -$329K 0.07% 134
2024
Q4 		$6.64M Sell
258,829
-87
-0% -$2.89K 0.09% 122
2024
Q3 		$9.78M Buy
258,916
+46,126
+22% +$1.48M 0.13% 104
2024
Q2 		$4.98M Buy
+212,790
New +$5.7M 0.07% 154

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Thornburg Investment Management's SDHC Position: Q3 2025 in Review

Thornburg Investment Management sold out of Smith Douglas Homes (SDHC) in Q3 2025, closing a stake of 224,457 shares — an estimated $4.36M sold.

Thornburg Investment Management first reported a position in SDHC in Q2 2024 and held it in 5 quarters. The position peaked at $9.78M in Q3 2024. 52 funds tracked by Wall St. Rank hold SDHC as of Q3 2025.

  • Thornburg Investment Management reported no remaining Smith Douglas Homes position as of Q3 2025 after selling out during the quarter.
  • Thornburg Investment Management sold 224,457 Smith Douglas Homes shares in Q3 2025, an estimated $4.36M.
  • Thornburg Investment Management first reported a position in Smith Douglas Homes in Q2 2024 and held it in 5 quarters.
  • Thornburg Investment Management's Smith Douglas Homes position peaked at $9.78M in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q3 2025.

Based on Thornburg Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.