SDHC
Smith Douglas Homes Corp
3 of the 83 super-investors we track hold SDHC, worth a combined $29M per their latest 13F filings. The largest position: Greg Alexander at 3.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 18 of 100 (how strongly the cohort backs it) — ranked #684 of 742 stocks.
Why super-investors own SDHC
SDHC is held by 3 super-investors in our cohort, with a combined position value of $29M. The highest-conviction owner is Greg Alexander at 3.7% of their portfolio. Cohort ownership has grown from 2 to 3 over the last four quarters — net interest is rising.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q1 → 2026Q2How 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 | 3.7% | 5q | $22M | 1,433,350 |
| 2 | First Eagle Investment Management | <0.1% | 8q | $6M | 404,274 |
| 3 | Joel Greenblatt | 0.0% | 6q | $395K | 25,414 |
Owners of SDHC also hold
Long US equity 13F-HR filings only. CUSIP 83207R107. Not investment advice.