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, Q2 2024
Institutional positions in Smith Douglas Homes Corp. as of Jun 30, 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
- 62
- −9 vs. Q1 2024
- Shares held
- 9.81M
- +317.5K (+3.3%) vs. Q1 2024
- Total value
- $229.4M
- −$52.6M (−18.6%) vs. Q1 2024
- New holders
- 16
- 19 more added
- Sold out
- 25
- 20 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,358,502 | $31.8M | 0.08% | −18,579−1.3% | Reduced |
| Wellington Management Group LLP | 1,108,356 | $25.9M | 0.00% | +571,369+106.4% | Added |
| Gilder Gagnon Howe & Co LLC | 830,430 | $19.4M | 0.24% | −8,219−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 702,722 | $16.4M | 0.01% | +65,618+10.3% | Added |
| BlackRock Inc. | 682,656 | $16.0M | 0.00% | −5,652−0.8% | Reduced |
| Artisan Partners Limited Partnership | 602,282 | $14.1M | 0.02% | +602,282 | New |
| Federated Hermes, Inc. | 527,300 | $12.3M | 0.03% | +27,300+5.5% | Added |
| Next Century Growth Investors LLC | 463,834 | $10.8M | 0.90% | +284,855+159.2% | Added |
| Vanguard Group Inc | 452,897 | $10.6M | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 450,193 | $10.5M | 0.00% | +8,193+1.9% | Added |
| Long Pond Capital, LP | 417,112 | $9.75M | 0.53% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 391,250 | $9.15M | 0.19% | +249,221+175.5% | Added |
| Thornburg Investment Management Inc | 212,790 | $4.98M | 0.07% | +212,790 | New |
| Basswood Capital Management, L.L.C. | 186,234 | $4.35M | 0.28% | +186,234 | New |
| New York State Common Retirement Fund | 149,792 | $3.50M | 0.00% | +149,792 | New |
| Walleye Capital LLC | 101,868 | $2.38M | 0.02% | −11,176−9.9% | Reduced |
| Wells Fargo & Company | 101,326 | $2.37M | 0.00% | −1,227−1.2% | Reduced |
| Ghisallo Capital Management LLC | 95,000 | $2.22M | 0.19% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 89,826 | $2.10M | 0.00% | +862+1.0% | Added |
| Marshall Wace, LLP | 89,770 | $2.10M | 0.00% | +13,036+17.0% | Added |
| Millennium Management LLC | 61,169 | $1.43M | 0.00% | +42,728+231.7% | Added |
| Prescott Group Capital Management, L.L.C. | 54,344 | $1.27M | 0.20% | +54,344 | New |
| Lincoln Capital Corp | 50,496 | $1.18M | 0.51% | +50,496 | New |
| SEI Investments Co | 47,629 | $1.11M | 0.00% | +13,451+39.4% | Added |
| Schonfeld Strategic Advisors LLC | 46,800 | $1.09M | 0.01% | −3,025−6.1% | Reduced |
| Lisanti Capital Growth, LLC | 43,840 | $1.02M | 0.25% | −89,915−67.2% | Reduced |
| Envestnet Asset Management Inc | 41,864 | $978.8K | 0.00% | −39−0.1% | Reduced |
| Balyasny Asset Management LLC | 41,808 | $977.5K | 0.00% | −177,517−80.9% | Reduced |
| Renaissance Technologies LLC | 33,500 | $783.2K | 0.00% | +24,200+260.2% | Added |
| TownSquare Capital, LLC | 33,261 | $777.6K | 0.01% | −1,864−5.3% | Reduced |
| State Street Corp | 30,700 | $717.8K | 0.00% | +600+2.0% | Added |
| Peregrine Capital Management LLC | 29,190 | $682.5K | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 26,226 | $613.0K | 0.01% | +7,217+38.0% | Added |
| Seven Grand Managers, LLC | 25,000 | $584.5K | 0.26% | −25,000−50.0% | Reduced |
| Moore Capital Management, LP | 25,000 | $584.5K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 24,971 | $583.8K | 0.00% | −18,835−43.0% | Reduced |
| Daiwa Securities Group Inc. | 22,472 | $525.0K | 0.00% | −700−3.0% | Reduced |
| Brant Point Investment Management LLC | 21,384 | $500.0K | 0.12% | −23,616−52.5% | Reduced |
| Stifel Financial Corp | 18,764 | $438.7K | 0.00% | −24−0.1% | Reduced |
| Northern Trust Corp | 18,029 | $421.5K | 0.00% | +1,202+7.1% | Added |
| Neuberger Berman Group LLC | 16,014 | $374.4K | 0.00% | +99+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,159 | $354.4K | 0.02% | +15,159 | New |
| PDT Partners, LLC | 12,635 | $295.4K | 0.03% | +12,635 | New |
| Azzad Asset Management Inc | 11,230 | $262.6K | 0.03% | +72+0.6% | Added |
| Citadel Advisors LLC | 8,588 | $200.8K | 0.00% | −254,897−96.7% | Reduced |
| Qube Research & Technologies Ltd | 6,840 | $159.9K | 0.00% | +5,835+580.6% | Added |
| Royal Bank of Canada | 6,774 | $158.0K | 0.00% | +6,774 | New |
| US Bancorp | 5,869 | $137.2K | 0.00% | −375−6.0% | Reduced |
| RiverPark Advisors, LLC | 5,122 | $119.8K | 0.10% | +5,122 | New |
| Morgan Stanley | 4,315 | $100.9K | 0.00% | −3,262−43.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,764 | $88.0K | 0.00% | +3,090+458.5% | Added |
| JPMorgan Chase & Co | 1,292 | $30.2K | 0.00% | −12,952−90.9% | Reduced |
| UBS Group AG | 1,230 | $28.8K | 0.00% | +1,230 | New |
| Quantbot Technologies LP | 954 | $22.3K | 0.00% | +954 | New |
| Arcadia Investment Management Corp | 852 | $19.9K | 0.00% | +852 | New |
| MCF Advisors LLC | 516 | $12.1K | 0.00% | +304+143.4% | Added |
| Bank of America Corp | 350 | $8.18K | 0.00% | −1,775−83.5% | Reduced |
| First Horizon Advisors, Inc. | 197 | $4.61K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 136 | $3.18K | 0.00% | +136 | New |
| CWM, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Wolff Wiese Magana LLC | 46 | $1.08K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7 | $163 | 0.00% | +7 | New |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −482,199−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −245,798−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −68,500−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −68,476−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −57,111−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −54,700−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −49,945−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −47,290−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −36,922−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −36,323−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,587−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,233−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −15,470−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −7,852−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −254−100.0% | Sold out |