Form 13F security

SDHC · SMITH DOUGLAS HOMES CORP

Class COM SHS CL A

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
First Eagle Investment Management, LLC2026-06-30$6.3M<0.1%SH 404,274
Ruane, Cunniff & Goldfarb L.P.2026-06-30<$1M<0.1%SH 27,275

Total $6.7M across 2 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

First Eagle Investment Management, LLC — Combined report.

First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.

Filed rows (2) — as filed
ManagerClassPut/callValue% of portfolioSH/PRN qtySource
First Eagle Investment Management, LLCCOM SHS CL A$6.3M<0.1%SH 404,2740001325447-26-000033
Ruane, Cunniff & Goldfarb L.P.COM SHS CL A<$1M<0.1%SH 27,2750000919574-26-005176
Filing details

First Eagle Investment Management, LLC — Superseded filing: 13F-HR filed 2026-08-05.