Geopolitics Alpha

Smith Douglas Homes (SDHC): filings, insider buys & geopolitical news

SDHC geopolitical news and exposure. SDHC appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to Smith Douglas Homes in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

SDHC share price, last 12 months

Close $13.52 on Jun 12, 2026, -23.8% since Oct 24, 2025 (range $10.84 to $22.16, daily closes).

What changed for Smith Douglas Homes (SDHC)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

3 of the tracked billionaire portfolios reported SDHC in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Greg Alexander Conifer Management3.67%$22.3MNo changeQ2 2026
First Eagle First Eagle Investment Management0.01%$6.3MAdded 5%Q2 2026
Ruane Cunniff Ruane Cunniff & Goldfarb0.01%$423.9KAdded 88%Q2 2026

Latest geopolitical & market news

None on record yet.

Congressional trades in SDHC

Trades in SDHC that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for SDHC

Everything on SDHC, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does Smith Douglas Homes have government contracts?

No federal prime contract obligations are matched to Smith Douglas Homes (SDHC) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects SDHC?

This page lists every Geopolitics Alpha note that names SDHC as exposed to an event, with the reason it is exposed.

Has Congress traded SDHC?

The table above lists trades in SDHC that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.