SDHC · CUSIP 83207R107
SMITH DOUGLAS HOMES CORP
Reported by 3 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-10-26.
- Managers holding
- 3
- Average portfolio weight
- 1.2%
- Combined reported value
- $35.3M
- Research group
- 79
3 of the 79 superinvestors Shameless Cloning tracks reported SMITH DOUGLAS HOMES CORP (SDHC) in their Q2 2026 13F filings, worth $35.3M combined, at an average 1.2% of their portfolios. The largest positions by portfolio weight belong to Greg Alexander (3.7%), First Eagle Investment Management (0.0%), Ruane Cunniff LP (0.0%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Greg AlexanderConifer Management, L.L.C. | 3.7% | $22.3M |
| First Eagle Investment ManagementFirst Eagle Investment Management, LLC | 0.0% | $12.6M |
| Ruane Cunniff LPRuane, Cunniff & Goldfarb L.P. | 0.0% | $424K |