Position in SDHC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,604,915
-$551,656 QoQ
Shares Held
125,384
-2.5% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SDHC Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $97,259,288 across 9 Real Estate - Development names. SDHC ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HHH |
Howard Hughes Holdings Inc.
|
1,470,378 | $93,016,110 | |
| 2 | SDHC |
Smith Douglas Homes Corp.
This page
|
125,384 | $1,604,915 | |
| 3 | FPH |
Five Point Holdings, LLC
|
315,188 | $1,525,508 | |
| 4 | CCS |
Century Communities, Inc.
|
11,412 | $654,819 | |
| 5 | FOR |
Forestar Group Inc.
|
7,994 | $195,371 | |
| 6 | JFB |
JFB Construction Holdings
|
30,090 | $184,150 | |
| 7 | SKYH |
Sky Harbour Group Corp
|
7,725 | $74,391 | |
| 8 | LPA |
Logistic Properties of the Americas
|
1,192 | $3,932 |
All Filings in SDHC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,604,915 | 125,384 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,156,571 | 128,597 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,161,689 | 122,406 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,639,197 | 135,901 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,674,005 | 136,988 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,444,810 | 134,353 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,062,028 | 133,987 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,369,001 | 101,326 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,045,822 | 102,553 | Shares | Defined | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||