Question 1

Who owns SDHC stock?

Accepted Answer

SDHC (SMITH DOUGLAS HOMES CORP) is held by 3 tracked superinvestors with an aggregate position value of $35M based on the most recent SEC 13F filings. Top institutional holders include: Greg Alexander, First Eagle, Sequoia Fund.

Question 2

How much SDHC do superinvestors hold in aggregate?

Accepted Answer

Across 3 tracked managers, superinvestors collectively report $35M in SDHC positions worth 2,269,173 shares.

Question 3

What is the largest holder of SDHC?

Accepted Answer

The largest tracked holder of SDHC is Greg Alexander (Conifer Management) with 1,433,350 shares worth $22M, representing 3.67% of their portfolio.

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Greg Alexander	Conifer Management	1433350	$22.3M	3.67%	$15.54	Q2 2026
First Eagle	First Eagle Investment Management	808548	$12.6M	0.01%	$15.54	Q2 2026
Sequoia Fund	Ruane, Cunniff & Goldfarb	27275	$424K	0.01%	$15.54	Q2 2026

SDHCSMITH DOUGLAS HOMES CORP

📊 Holdings Over Time

Quarter-by-Quarter Activity