13F Portfolios

Conifer Management, L.L.C. — SMITH DOUGLAS HOMES CORP SDHC: Quarterly 13F Position History

Conifer Management, L.L.C. has reported SMITH DOUGLAS HOMES CORP (SDHC) on 4 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2025. As of Q1 2026, the position is sized at 1,433,350 shares ($18.3M market value, 3.50% of the equity book).

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,433,350 0 $18.3M 3.50% $12.80
Q4 2025 1,433,350 +581,794 +68.3% $24.0M 3.98% $16.77
Q3 2025 851,556 +351,556 +70.3% $15.0M 2.38% $17.66
Q2 2025 500,000 $9.7M 1.26% $19.42

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Conifer Management, L.L.C. first disclose a SDHC position in 13F-HR filings?

Conifer Management, L.L.C. first reported SMITH DOUGLAS HOMES CORP (SDHC) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was Conifer Management, L.L.C.'s most recent quarter-over-quarter share-count change in SDHC?

Conifer Management, L.L.C. held the same 1,433,350 shares of SDHC between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Conifer Management, L.L.C.'s cost basis in SDHC?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.