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SDHC Smith Douglas Homes Corporation

Consumer Discretionary, filed as SMITH DOUGLAS HOMES CORP (COM SHS CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

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

In 2026 Q2 First Eagle Investment Management and Ruane, Cunniff & Goldfarb added to Smith Douglas Homes.

Who owns this now

Largest portfolio weights among holders, up to 3.7% (Greg Alexander, Conifer Management). Not free-float ownership.

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

Who owns SDHC

Sorted by value, long equity only, as of 2026 Q2.

History
Greg Alexander, Conifer Management 3.7% Hold 1,433,350 $22M History
First Eagle Investment Management 0.01% Add +5.1% 404,274 $6.3M History
Ruane, Cunniff & Goldfarb 0.01% Add +88.2% 27,275 $424K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SDHC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SDHC insider trades
  • $795K bought by 5 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Thomas L Bradbury Director
    Buy
    $200K 19,360 shares at $10.31 +33% to stake
    Traded Sep 10 Filed Sep 14
    ↗
  2. Gregory S Bennett See Remarks
    Buy
    $24K 2,000 shares at $11.85 +0.9% to stake
    Traded Sep 1–2 Filed Sep 3
    ↗
  3. Russell Devendorf See Remarks
    Buy
    $12K 1,000 shares at $12.34 +0.3% to stake
    Traded Aug 25 Filed Aug 26
    ↗
  4. Russell Devendorf See Remarks
    Buy
    $13K 1,000 shares at $12.68 +0.3% to stake
    Traded Aug 20 Filed Aug 24
    ↗
  5. Russell Devendorf See Remarks
    Buy
    $22K 2,000 shares at $10.88 +0.6% to stake
    Traded May 20 Filed May 22
    ↗
  6. Neil B Wedewer Director
    Buy
    $7,966 700 shares at $11.38 +5% to stake
    Traded Mar 13 Filed Mar 17
    ↗
  7. Russell Devendorf See Remarks
    Buy
    $12K 1,000 shares at $11.56 +0.3% to stake
    Traded Mar 13 Filed Mar 17
    ↗
  8. Thomas L Bradbury Director
    Buy
    $257K 22,618 shares at $11.36 +62% to stake
    Traded Mar 13 Filed Mar 17
    ↗
  9. George Ervin Perdue III Director
    Buy
    $249K 20,300 shares at $12.27 +50% to stake
    Traded Mar 13 Filed Mar 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants and 4 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.