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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 254 | $8 | 0.00% | +254 | New |
| Covestor Ltd | 46 | $1.00K | 0.00% | +46 | New |
| Wolff Wiese Magana LLC | 46 | $1.37K | 0.00% | +46 | New |
| First Horizon Advisors, Inc. | 197 | $5.85K | 0.00% | +197 | New |
| MCF Advisors LLC | 212 | $6.30K | 0.00% | +212 | New |
| Rakuten Investment Management, Inc. | 293 | $8.70K | 0.00% | +293 | New |
| Tower Research Capital LLC (TRC) | 674 | $20.0K | 0.00% | +674 | New |
| Legal & General Group Plc | 743 | $22.1K | 0.00% | +743 | New |
| Qube Research & Technologies Ltd | 1,005 | $29.8K | 0.00% | +1,005 | New |
| Bank of America Corp | 2,125 | $63.1K | 0.00% | +2,125 | New |
| SYSTM Wealth Solutions LLC | 2,557 | $75.9K | 0.01% | +2,557 | New |
| State of Wyoming | 2,976 | $88.4K | 0.01% | +2,976 | New |
| Sandia Investment Management LP | 6,000 | $178.2K | 0.18% | +6,000 | New |
| US Bancorp | 6,244 | $185.4K | 0.00% | +6,244 | New |
| Morgan Stanley | 7,577 | $225.0K | 0.00% | +7,577 | New |
| M&T Bank Corp | 7,852 | $233.4K | 0.00% | +7,852 | New |
| Renaissance Technologies LLC | 9,300 | $276.0K | 0.00% | +9,300 | New |
| Weiss Asset Management LP | 10,000 | $297.0K | 0.01% | +10,000 | New |
| Azzad Asset Management Inc | 11,158 | $331.4K | 0.04% | +11,158 | New |
| JPMorgan Chase & Co | 14,244 | $423.0K | 0.00% | +14,244 | New |
| Legato Capital Management LLC | 15,470 | $459.5K | 0.06% | +15,470 | New |
| Neuberger Berman Group LLC | 15,915 | $472.7K | 0.00% | +15,915 | New |
| Occudo Quantitative Strategies LP | 16,233 | $482.1K | 0.08% | +16,233 | New |
| Northern Trust Corp | 16,827 | $499.8K | 0.00% | +16,827 | New |
| Millennium Management LLC | 18,441 | $547.7K | 0.00% | +18,441 | New |
| Two Sigma Advisers, LP | 18,700 | $555.4K | 0.00% | +18,700 | New |
| Stifel Financial Corp | 18,788 | $558.0K | 0.00% | +18,788 | New |
| Teachers Retirement System of the State of Kentucky | 19,009 | $565.0K | 0.01% | +19,009 | New |
| Daiwa Securities Group Inc. | 23,172 | $688.0K | 0.00% | +23,172 | New |
| Moore Capital Management, LP | 25,000 | $742.5K | 0.02% | +25,000 | New |
| Jane Street Group, LLC | 28,587 | $849.0K | 0.00% | +28,587 | New |
| Peregrine Capital Management LLC | 29,190 | $866.9K | 0.02% | +29,190 | New |
| State Street Corp | 30,100 | $894.0K | 0.00% | +30,100 | New |
| SEI Investments Co | 34,178 | $1.02M | 0.00% | +34,178 | New |
| TownSquare Capital, LLC | 35,125 | $1.04M | 0.02% | +35,125 | New |
| Caas Capital Management LP | 36,323 | $1.08M | 0.46% | +36,323 | New |
| Two Sigma Investments, LP | 36,922 | $1.10M | 0.00% | +36,922 | New |
| Envestnet Asset Management Inc | 41,903 | $1.24M | 0.00% | +41,903 | New |
| D. E. Shaw & Co., Inc. | 43,806 | $1.30M | 0.00% | +43,806 | New |
| Brant Point Investment Management LLC | 45,000 | $1.34M | 0.30% | +45,000 | New |
| Point72 (DIFC) Ltd | 47,290 | $1.40M | 0.11% | +47,290 | New |
| Schonfeld Strategic Advisors LLC | 49,825 | $1.48M | 0.01% | +49,825 | New |
| Squarepoint Ops LLC | 49,945 | $1.48M | 0.01% | +49,945 | New |
| Seven Grand Managers, LLC | 50,000 | $1.49M | 0.73% | +50,000 | New |
| Capstone Investment Advisors, LLC | 54,700 | $1.62M | 0.03% | +54,700 | New |
| Woodline Partners LP | 57,111 | $1.70M | 0.02% | +57,111 | New |
| Rokos Capital Management LLP | 60,000 | $1.79M | 0.05% | +60,000 | New |
| Franklin Resources Inc | 68,476 | $2.03M | 0.00% | +68,476 | New |
| Scopus Asset Management, L.P. | 68,500 | $2.03M | 0.07% | +68,500 | New |
| Marshall Wace, LLP | 76,734 | $2.28M | 0.00% | +76,734 | New |
| Geode Capital Management, LLC | 88,964 | $2.64M | 0.00% | +88,964 | New |
| Ghisallo Capital Management LLC | 95,000 | $2.82M | 0.32% | +95,000 | New |
| Wells Fargo & Company | 102,553 | $3.05M | 0.00% | +102,553 | New |
| Walleye Capital LLC | 113,044 | $3.36M | 0.04% | +113,044 | New |
| Lisanti Capital Growth, LLC | 133,755 | $3.97M | 0.97% | +133,755 | New |
| Beck Mack & Oliver LLC | 142,029 | $4.22M | 0.09% | +142,029 | New |
| Next Century Growth Investors LLC | 178,979 | $5.32M | 0.46% | +178,979 | New |
| Balyasny Asset Management LLC | 219,325 | $6.51M | 0.02% | +219,325 | New |
| Driehaus Capital Management LLC | 245,798 | $7.30M | 0.07% | +245,798 | New |
| Citadel Advisors LLC | 263,485 | $7.83M | 0.01% | +263,485 | New |
| Zimmer Partners, LP | 325,000 | $9.65M | 0.21% | +325,000 | New |
| Long Pond Capital, LP | 417,112 | $12.4M | 0.71% | +417,112 | New |
| Massachusetts Financial Services Co | 442,000 | $13.1M | 0.00% | +442,000 | New |
| Vanguard Group Inc | 452,897 | $13.5M | 0.00% | +452,897 | New |
| Hood River Capital Management LLC | 482,199 | $14.3M | 0.32% | +482,199 | New |
| Federated Hermes, Inc. | 500,000 | $14.8M | 0.03% | +500,000 | New |
| Wellington Management Group LLP | 536,987 | $15.9M | 0.00% | +536,987 | New |
| T. Rowe Price Investment Management, Inc. | 637,104 | $18.9M | 0.01% | +637,104 | New |
| BlackRock Inc. | 688,308 | $20.4M | 0.00% | +688,308 | New |
| Gilder Gagnon Howe & Co LLC | 838,649 | $24.9M | 0.31% | +838,649 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,377,081 | $40.9M | 0.09% | +1,377,081 | New |