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Greg Alexander

Conifer Management

Greg Alexander Smith Douglas Homes Corp stake

total: 29

Conifer Management SDHC trades

Total transactions:
3
New positions:
1
Added:
2
Held since:
2025 Q2
Held for:
4 quarters
Latest activity:
2025 Q4
According to 2026 Q1 report, Greg Alexander holds 1,433,350 Smith Douglas Homes Corp (SDHC) shares with a market value of roughly $18.35M accounting for 3.50% of the overall portfolio. To date, the estimated cost basis is nearly $17.91 for "buy" trades. Conifer Management first purchased SDHC in 2025 Q2, initially acquiring 500,000 shares. Since the initial investment in Smith Douglas Homes Corp (SDHC), Conifer Management has made 2 more transactions.

How many SDHC shares does Greg Alexander currently hold?

According to 2026 Q1 report, Greg Alexander holds 1,433,350 shares of Smith Douglas Homes Corp (SDHC), valued at around $18.35M.

When did Greg Alexander buy Smith Douglas Homes Corp (SDHC)?

Greg Alexander first invested in Smith Douglas Homes Corp (SDHC) in 2025 Q2 at the reported quarter-end price of $19.42 per share.

What's the cost basis of Conifer Management's SDHC stake?

The estimated cost basis for Smith Douglas Homes Corp (SDHC) stake is around $17.91 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$17.91

Greg Alexander's historical trades in Smith Douglas Homes Corp

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
3.98%
1,433,350
$16.77
$24,037,280
+68.32% (+581,794)
+1.62%
2025 Q3
2.38%
851,556
$17.66
$15,038,479
+70.31% (+351,556)
+0.98%
2025 Q2
1.26%
500,000
$19.42
$9,710,000
new
+1.26%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.