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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.36M	Sell	224,457 -19,756	-8%	-$384K	0.06%	133
2025 Q1	$47.7M	Sell	244,213 -14,616	-6%	-$2.85M	0.07%	134
2024 Q4	$6.64M	Sell	258,829 -87	-0%	-$2.23K	0.09%	122
2024 Q3	$9.78M	Buy	258,916 +46,126	+22%	+$1.74M	0.13%	104
2024 Q2	$4.98M	Buy	+212,790	New	+$4.98M	0.07%	154