SDHC
Smith Douglas Homes Corp
3 super-investors hold SDHC worth a combined $24M. The largest position: Greg Alexander at 3.5% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 17 — ranked #686 of 724 scored stocks.
Why super-investors own SDHC
Three members of the cohort hold SDHC, with combined exposure of roughly $24M, but the position is almost entirely a Greg Alexander conviction — his $18M stake represents 3.5% of his portfolio, dwarfing the token allocations held by First Eagle ($5M, effectively 0% weight) and Joel Greenblatt ($676K). The cohort count has been flat at a small number for at least eight quarters, and 2026Q1 saw zero activity: no adds, no trims, no entries, no exits. Interest is neither rising nor fading — it is static. The picture is one of a micro-cap homebuilder held with real conviction by one manager and as a rounding error by two others, with no sign the broader cohort is moving toward or away from the name.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greg Alexander | 3.5% | 4q | $18M | 1,433,350 |
| 2 | First Eagle Investment Management | <0.1% | 7q | $5M | 384,774 |
| 3 | Joel Greenblatt | 0.0% | 5q | $676K | 52,799 |
Owners of SDHC also hold
Long US equity 13F-HR filings only. CUSIP 83207R107. Not investment advice.