First Eagle Investment Management’s Smith Douglas Homes SDHC Stock Holding History

First Eagle Investment Management’s Portfolio SDHC Stock Details SDHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.28M	Buy	404,274 +19,500	+5%	+$259K	0.01%	290
2026 Q1	$4.93M	Buy	384,774 +6,000	+2%	+$98.6K	0.01%	272
2025 Q4	$6.35M	Buy	378,774 +47,100	+14%	+$852K	0.01%	231
2025 Q3	$5.86M	Buy	331,674 +91,292	+38%	+$1.79M	0.01%	230
2025 Q2	$4.67M	Buy	240,382 +4,000	+2%	+$75.6K	0.01%	260
2025 Q1	$4.61M	Buy	236,382 +87,500	+59%	+$1.97M	0.01%	258
2024 Q4	$3.82M	Buy	148,882 +51,419	+53%	+$1.71M	0.01%	286
2024 Q3	$3.68M	Buy	+97,463	New	+$3.12M	0.01%	283

Other funds holding SDHC

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

First Eagle Investment Management's SDHC Position: Q2 2026 in Review

First Eagle Investment Management increased its Smith Douglas Homes (SDHC) stake by 5.1% in Q2 2026, buying an estimated $259K and bringing the position to 404,274 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #290.

First Eagle Investment Management first reported a position in SDHC in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.35M in Q4 2025. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

First Eagle Investment Management held 404,274 shares of Smith Douglas Homes worth $6.28M as of Q2 2026.
First Eagle Investment Management bought 19,500 Smith Douglas Homes shares in Q2 2026, an estimated $259K.
Smith Douglas Homes made up 0.01% of First Eagle Investment Management's portfolio in Q2 2026, its #290 holding.
First Eagle Investment Management first reported a position in Smith Douglas Homes in Q3 2024 and has held it in 8 quarters since.
First Eagle Investment Management's Smith Douglas Homes position peaked at $6.35M in Q4 2025.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.