← Top Holdings
SDHCSMITH DOUGLAS HOMES CORP
CUSIP: 83207R107
2
Guru Owners
$18.5M
Total Value Held
1.4M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Conifer Management | 1433350 | $18.3M | 3.50% | $12.80 | Q1 2026 | |
| Ruane, Cunniff & Goldfarb | 14490 | $185K | 0.00% | $12.80 | Q1 2026 |
📊 Fundamentals
Market Cap$128.6M
P/E Ratio16.2x
Near market avg
Forward P/E24.9x
P/FCF5.0x
EPS (TTM)$0.95
Revenue (TTM)$952.8M
Profit Margin0.90%
Beta0.88
52-Week Range
$10.72
$23.50
Current: $15.41
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 16.2x trailing earnings → 24.9x forward · 0.9% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '262 owners · $18.5M
Q4 '252 owners · $24.2M
Q3 '252 owners · $15.3M
Q2 '251 owners · $9.7M
No changes
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
11%analyst est. 11.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
2.7%current: 2.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data