# Smith Douglas Homes (SDHC): value investors who own it

3 value investors held Smith Douglas Homes in their Q3 2026 13F, led by Conifer Management, First Eagle Investment Management, Ruane, Cunniff & Goldfarb…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Conifer Management | 3.7% | $22.3m | Unchanged | 5 |
| First Eagle Investment Management | 0.0% | $6.3m | Added +5.1% | 8 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 0.0% | $424k | Added +88% | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-10 | Bradbury Thomas L | Director | Bought | 19360 | $200k |
| 2026-09-02 | Bennett Gregory S | See Remarks | Bought | 1000 | $12k |
| 2026-09-01 | Bennett Gregory S | See Remarks | Bought | 1000 | $12k |
| 2026-08-25 | Devendorf Russell | See Remarks | Bought | 1000 | $12k |
| 2026-08-20 | Devendorf Russell | See Remarks | Bought | 1000 | $13k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/sdhc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.