Follow-The-Filings

Security · featured owners

SDHC Smith Douglas Homes Corp.

COM SHS CL A Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 3.7%
  • $29M
  • 2 add

Who owns this now

Largest portfolio weights among featured holders · max 3.7% (Greg Alexander - Conifer ...) · not free-float ownership

  1. Greg Alexander 3.7%
  2. First Eagle Investment Manage... add 0.01%
  3. Ruane, Cunniff & Goldfarb add 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Greg Alexander - Conifer Management 2026 Q2 3.7% Hold 1,433,350 $22M history
First Eagle Investment Management 2026 Q2 0.01% Add +5.1% 404,274 $6M history
Ruane, Cunniff & Goldfarb 2026 Q2 0.01% Add +88.2% 27,275 $424K history

3 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $975.46M $971.12M
Gross profit $255.54M $212.17M
Gross margin * 26.2% 21.8%
Net income $16.07M $10.69M
Net margin * 1.6% 1.1%

Balance sheet

Metric FY2024 FY2025
Total assets $475.9M $557.59M
Total equity $73.63M $86.73M

Cash flow

Metric FY2024 FY2025
Cash from operations $19.13M -$31.34M
Cash from investing -$4.71M -$6.63M
Cash from financing -$11.84M $28.35M
Net change in cash * $2.59M -$9.62M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders