Verdad Advisers’s Smart Sand SND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$715K Buy
142,684
+19,988
+16% +$100K 0.68% 46
2026
Q1
$628K Buy
122,696
+21,707
+21% +$97.8K 0.71% 46
2025
Q4
$404K Buy
+100,989
New +$286K 0.46% 65
2024
Q3
$493K Hold
250,000
0.66% 63
2024
Q2
$528K Hold
250,000
0.61% 69
2024
Q1
$478K Buy
+250,000
New +$478K 0.52% 74

Other funds holding SND

Verdad Advisers's SND Position: Q2 2026 in Review

Verdad Advisers increased its Smart Sand (SND) stake by 16% in Q2 2026, buying an estimated $100K and bringing the position to 142,684 shares worth $715K. The position accounts for 0.68% of the portfolio, ranked #46.

Verdad Advisers first reported a position in SND in Q1 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold SND as of Q2 2026.

  • Verdad Advisers held 142,684 shares of Smart Sand worth $715K as of Q2 2026.
  • Verdad Advisers bought 19,988 Smart Sand shares in Q2 2026, an estimated $100K.
  • Smart Sand made up 0.68% of Verdad Advisers's portfolio in Q2 2026, its #46 holding.
  • Verdad Advisers first reported a position in Smart Sand in Q1 2024 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Smart Sand as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.