Smith Douglas Homes (SDHC) Held by Superinvestors
SMITH DOUGLAS HOMES CORP (SDHC) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $28.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Conifer Management is currently the largest disclosed institutional shareholder of SDHC tracked by InsiderSet, reporting ownership valued at approximately $22.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.55M, representing an estimated loss of -34.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SDHC value among the investors covered in this analysis. Major shareholders include Conifer Management, First Eagle U.S. Value, Sequoia Fund, and several other long-term asset managers with concentrated positions in SMITH DOUGLAS HOMES CORP (SDHC).
This page ranks the largest institutional SDHC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Conifer Management | Greg Alexander | 3.67% | 1,433,350 | $22,274,259 | $14,548,503 | -$7,725,757 | -34.68% |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.01% | 404,274 | $6,282,418 | $4,103,381 | -$2,179,037 | -34.68% |
| Sequoia Fund | Ruane, Cunniff & Goldfarb | 0.01% | 27,275 | $423,854 | $276,841 | -$147,013 | -34.68% |
Frequently asked questions about SDHC
Who are the largest superinvestors holding SDHC?
The largest superinvestors holding SDHC in the latest SEC Form 13F filings include Conifer Management, First Eagle U.S. Value, and Sequoia Fund. InsiderSet ranks these superinvestors by their latest reported SDHC position.
What does the SDHC superinvestors page include?
This page tracks SDHC positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SMITH DOUGLAS HOMES CORP (SDHC) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SDHC?
InsiderSet currently tracks 3 superinvestors reporting SDHC holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SDHC.
How much SDHC stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $28.98M in SDHC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SDHC superinvestor holdings last updated?
The latest SDHC superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor SDHC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SDHC position after the reporting date.
Are superinvestors buying or selling SDHC?
Buying and selling can be analyzed by comparing SDHC positions across consecutive 13F reporting periods. InsiderSet's SDHC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDHC ownership changes.
How have superinvestor SDHC holdings changed over time?
InsiderSet tracks SDHC holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.