Smith Douglas Homes Corp.
SDHC- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0001982518
In the last 90 days, Smith Douglas Homes Corp. insiders filed 4 open-market purchases and 0 sales; 62 institutions reported holding it in 13F filings for Q2 2026, worth $109.2M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Smith Douglas Homes Corp. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 71
- +71 vs. Q4 2023
- Shares held
- 9.50M
- +9.50M vs. Q4 2023
- Total value
- $282.0M
- +$282.0M vs. Q4 2023
- New holders
- 71
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SDHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $109.2M |
| Q1 2026 | 58 | $100.3M |
| Q4 2025 | 46 | $152.1M |
| Q3 2025 | 52 | $156.6M |
| Q2 2025 | 55 | $181.5M |
| Q1 2025 | 55 | $187.5M |
| Q4 2024 | 70 | $243.2M |
| Q3 2024 | 74 | $364.0M |
| Q2 2024 | 62 | $229.4M |
| Q1 2024 | 71 | $282.0M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,377,081 | $40.9M | 0.09% | +1,377,081 | New |
| Gilder Gagnon Howe & Co LLC | 838,649 | $24.9M | 0.31% | +838,649 | New |
| BlackRock Inc. | 688,308 | $20.4M | 0.00% | +688,308 | New |
| T. Rowe Price Investment Management, Inc. | 637,104 | $18.9M | 0.01% | +637,104 | New |
| Wellington Management Group LLP | 536,987 | $15.9M | 0.00% | +536,987 | New |
| Federated Hermes, Inc. | 500,000 | $14.8M | 0.03% | +500,000 | New |
| Hood River Capital Management LLC | 482,199 | $14.3M | 0.32% | +482,199 | New |
| Vanguard Group Inc | 452,897 | $13.5M | 0.00% | +452,897 | New |
| Massachusetts Financial Services Co | 442,000 | $13.1M | 0.00% | +442,000 | New |
| Long Pond Capital, LP | 417,112 | $12.4M | 0.71% | +417,112 | New |
| Zimmer Partners, LP | 325,000 | $9.65M | 0.21% | +325,000 | New |
| Citadel Advisors LLC | 263,485 | $7.83M | 0.01% | +263,485 | New |
| Driehaus Capital Management LLC | 245,798 | $7.30M | 0.07% | +245,798 | New |
| Balyasny Asset Management LLC | 219,325 | $6.51M | 0.02% | +219,325 | New |
| Next Century Growth Investors LLC | 178,979 | $5.32M | 0.46% | +178,979 | New |
| Beck Mack & Oliver LLC | 142,029 | $4.22M | 0.09% | +142,029 | New |
| Lisanti Capital Growth, LLC | 133,755 | $3.97M | 0.97% | +133,755 | New |
| Walleye Capital LLC | 113,044 | $3.36M | 0.04% | +113,044 | New |
| Wells Fargo & Company | 102,553 | $3.05M | 0.00% | +102,553 | New |
| Ghisallo Capital Management LLC | 95,000 | $2.82M | 0.32% | +95,000 | New |
| Geode Capital Management, LLC | 88,964 | $2.64M | 0.00% | +88,964 | New |
| Marshall Wace, LLP | 76,734 | $2.28M | 0.00% | +76,734 | New |
| Scopus Asset Management, L.P. | 68,500 | $2.03M | 0.07% | +68,500 | New |
| Franklin Resources Inc | 68,476 | $2.03M | 0.00% | +68,476 | New |
| Rokos Capital Management LLP | 60,000 | $1.79M | 0.05% | +60,000 | New |
| Woodline Partners LP | 57,111 | $1.70M | 0.02% | +57,111 | New |
| Capstone Investment Advisors, LLC | 54,700 | $1.62M | 0.03% | +54,700 | New |
| Seven Grand Managers, LLC | 50,000 | $1.49M | 0.73% | +50,000 | New |
| Squarepoint Ops LLC | 49,945 | $1.48M | 0.01% | +49,945 | New |
| Schonfeld Strategic Advisors LLC | 49,825 | $1.48M | 0.01% | +49,825 | New |
| Point72 (DIFC) Ltd | 47,290 | $1.40M | 0.11% | +47,290 | New |
| Brant Point Investment Management LLC | 45,000 | $1.34M | 0.30% | +45,000 | New |
| D. E. Shaw & Co., Inc. | 43,806 | $1.30M | 0.00% | +43,806 | New |
| Envestnet Asset Management Inc | 41,903 | $1.24M | 0.00% | +41,903 | New |
| Two Sigma Investments, LP | 36,922 | $1.10M | 0.00% | +36,922 | New |
| Caas Capital Management LP | 36,323 | $1.08M | 0.46% | +36,323 | New |
| TownSquare Capital, LLC | 35,125 | $1.04M | 0.02% | +35,125 | New |
| SEI Investments Co | 34,178 | $1.02M | 0.00% | +34,178 | New |
| State Street Corp | 30,100 | $894.0K | 0.00% | +30,100 | New |
| Peregrine Capital Management LLC | 29,190 | $866.9K | 0.02% | +29,190 | New |
| Jane Street Group, LLC | 28,587 | $849.0K | 0.00% | +28,587 | New |
| Moore Capital Management, LP | 25,000 | $742.5K | 0.02% | +25,000 | New |
| Daiwa Securities Group Inc. | 23,172 | $688.0K | 0.00% | +23,172 | New |
| Teachers Retirement System of the State of Kentucky | 19,009 | $565.0K | 0.01% | +19,009 | New |
| Stifel Financial Corp | 18,788 | $558.0K | 0.00% | +18,788 | New |
| Two Sigma Advisers, LP | 18,700 | $555.4K | 0.00% | +18,700 | New |
| Millennium Management LLC | 18,441 | $547.7K | 0.00% | +18,441 | New |
| Northern Trust Corp | 16,827 | $499.8K | 0.00% | +16,827 | New |
| Occudo Quantitative Strategies LP | 16,233 | $482.1K | 0.08% | +16,233 | New |
| Neuberger Berman Group LLC | 15,915 | $472.7K | 0.00% | +15,915 | New |
| Legato Capital Management LLC | 15,470 | $459.5K | 0.06% | +15,470 | New |
| JPMorgan Chase & Co | 14,244 | $423.0K | 0.00% | +14,244 | New |
| Azzad Asset Management Inc | 11,158 | $331.4K | 0.04% | +11,158 | New |
| Weiss Asset Management LP | 10,000 | $297.0K | 0.01% | +10,000 | New |
| Renaissance Technologies LLC | 9,300 | $276.0K | 0.00% | +9,300 | New |
| M&T Bank Corp | 7,852 | $233.4K | 0.00% | +7,852 | New |
| Morgan Stanley | 7,577 | $225.0K | 0.00% | +7,577 | New |
| US Bancorp | 6,244 | $185.4K | 0.00% | +6,244 | New |
| Sandia Investment Management LP | 6,000 | $178.2K | 0.18% | +6,000 | New |
| State of Wyoming | 2,976 | $88.4K | 0.01% | +2,976 | New |
| SYSTM Wealth Solutions LLC | 2,557 | $75.9K | 0.01% | +2,557 | New |
| Bank of America Corp | 2,125 | $63.1K | 0.00% | +2,125 | New |
| Qube Research & Technologies Ltd | 1,005 | $29.8K | 0.00% | +1,005 | New |
| Legal & General Group Plc | 743 | $22.1K | 0.00% | +743 | New |
| Tower Research Capital LLC (TRC) | 674 | $20.0K | 0.00% | +674 | New |
| Rakuten Investment Management, Inc. | 293 | $8.70K | 0.00% | +293 | New |
| MCF Advisors LLC | 212 | $6.30K | 0.00% | +212 | New |
| First Horizon Advisors, Inc. | 197 | $5.85K | 0.00% | +197 | New |
| Wolff Wiese Magana LLC | 46 | $1.37K | 0.00% | +46 | New |
| Covestor Ltd | 46 | $1.00K | 0.00% | +46 | New |
| Macquarie Group Ltd | 254 | $8 | 0.00% | +254 | New |