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SDHC position history

The shares of Smith Douglas Homes (SDHC) that Conifer Management, L.L.C. reported in each quarter’s 13F.

Equity, COM SHS CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 500,000 shares, $9.7M, 1.3% of portfolio, New
  2. 2025 Q3: 851,556 shares, $15M, 2.4% of portfolio, Add +70.3%
  3. 2025 Q4: 1,433,350 shares, $24M, 4.0% of portfolio, Add +68.3%
  4. 2026 Q1: 1,433,350 shares, $18M, 3.5% of portfolio
  5. 2026 Q2: 1,433,350 shares, $22M, 3.7% of portfolio
Holdings date Value % of holdings Shares Filing date All 13F holders