Smart Sand (SND)

• Market cap: $80.4M
• 1 day: 4.06%
• 5 days: 6.22%
• 1 month: -17.67%
• 3 months: -22.35%
• 6 months: -4.65%
• Year to date: -12.39%
• 1 year: 0.99%
• 5 years: 209.71%
• 10 years: -81.35%
• Sector: Energy
• Industry: Oil & Gas Equipment & Services

About: Smart Sand Inc. is a fully integrated frac sand company providing mine-to-well site proppant supply and logistics. It produces Northern White frac sand for enhanced hydrocarbon recovery in oil and gas wells. The company offers products like Smart System, SmartBelt, SmartDepot Silo, and SmartPath Loader. It is expanding into industrial markets, including glass, ceramics, and renewable energy, while its main revenue comes from sand sales and logistics.

Employees: 285

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

19% more funds holding

Funds holding: 42 [Q3] → 50 (+8) [Q4]

19% more capital invested

Capital invested by funds: $18.2M [Q3] → $21.7M (+$3.45M) [Q4]

0.93% more ownership

Funds ownership: 21.55% [Q3] → 22.47% (+0.93%) [Q4]