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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported 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 $16.77 $24,037,280 SEC
2025   Q3 851,556 2.38 Add 70.31% 0.98 $17.66 $15,038,479 SEC
2025   Q2 500,000 1.26 Buy 1.26 $19.42 $9,710,000 SEC