Greg Alexander - Conifer Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    6
Portfolio value:    $523,825,043
Holdings Activity Buys Sells    History
Holding/activity history for  Smith Douglas Homes Corp. (SDHC)
← All SDHC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,433,350 3.50 $12.80 $18,346,880 SEC
2025   Q4 1,433,350 3.98 Add 68.32% 1.62 $15.00–23.49 · VW $18.08i $24,037,280 SEC
2025   Q3 851,556 2.38 Add 70.31% 0.98 $17.00–23.50 · VW $19.32i $15,038,479 SEC
2025   Q2 500,000 1.26 Buy 1.26 $16.28–21.77 · VW $18.89i $9,710,000 SEC
Price snapshot:
Current price$15.46
Avg. buy price$17.91
+/- since buy-13.69%
52-week low$10.72
52-week high$23.50