SMITH DOUGLAS HOMES CORP
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Conifer Management, L.L.C. | 500,000 | 851,556 | +351,556 | 1.26 | 2.38 | +1.12 | buy |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,603,636 | 1,252,081 | +351,555 | 0.07 | 0.05 | 0.00 | sell |
| First Eagle Investment Management, LLC | 240,382 | 331,674 | +91,292 | 0.01 | 0.01 | +0.00 | buy |
| FULLER & THALER ASSET MANAGEMENT, INC. | 14,030 | 21,995 | +7,965 | 0.00 | 0.00 | +0.00 | buy |
| GILDER GAGNON HOWE & CO LLC | 229,808 | 227,780 | -2,028 | 0.05 | 0.04 | -0.01 | sell |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 543,664 | 524,897 | -18,767 | 0.00 | 0.00 | -0.00 | sell |
| BECK MACK & OLIVER LLC | 835,685 | 812,842 | -22,843 | 0.31 | 0.26 | -0.05 | sell |
| WASATCH ADVISORS LP | 1,279,357 | 1,177,332 | -102,025 | 0.13 | 0.11 | -0.02 | sell |
| 12 West Capital Management LP | 732,351 | 535,140 | -197,211 | 1.50 | 0.98 | -0.52 | sell |