Smart Sand (SND)

• Market cap: $96.6M
• 1 day: -2.17%
• 5 days: -3.43%
• 1 month: -16.36%
• 3 months: -3.02%
• 6 months: 7.66%
• Year to date: -3.85%
• 1 year: 15.98%
• 5 years: 12.50%
• 10 years: -79.53%
• Sector: Materials
• Industry: Mining & Quarrying of Nonmetallic Minerals, Except Fuels

About: Smart Sand Inc is a fully integrated frac sand supply and services company that offers complete mine-to-well site proppant supply and logistics solutions. It produces Northern White frac sand, which is a premium proppant used to enhance hydrocarbon recovery rates in the hydraulic fracturing of oil and natural gas wells. Its product portfolio includes Smart System, which includes SmartBelt, SmartDepot Silo and SmartPath Loader. The company caters its products and services to oil and natural gas exploration and production companies and oilfield service companies. The majority of its revenue comes from Sand Sales, followed by logistics.

Employees: 378

Fund manager confidence

Based on 2024 Q4 regulatory filings 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: $18.3M [Q3] → $21.7M (+$3.45M) [Q4]

0.92% more ownership

Funds ownership: 21.55% [Q3] → 22.47% (+0.92%) [Q4]