SDHC fund manager activity
Smith Douglas Homes Corp · NYSE. Reported by 3 tracked fund managers in their 13F filings, Q3 2024 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Greg Alexander - Conifer Management | Added | 1,433,350 | $24,037,280 | 3.98% | Feb 13, 2026 |
| First Eagle Investment Management | Added | 378,774 | $6,352,040 | 0.01% | Feb 4, 2026 |
| Ruane Cunniff LP | No change | 12,209 | $204,745 | 0.00% | Feb 13, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Greg Alexander - Conifer Management | Added | 851,556 | $15,038,479 | 2.38% | Nov 14, 2025 |
| First Eagle Investment Management | Added | 331,674 | $5,857,363 | 0.01% | Nov 12, 2025 |
| Ruane Cunniff LP | New | 12,209 | $215,611 | 0.00% | Nov 14, 2025 |
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