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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 7 | $163 | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 46 | $1.08K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Crewe Advisors LLC | 136 | $3.18K | 0.00% | +136 | New |
| First Horizon Advisors, Inc. | 197 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 350 | $8.18K | 0.00% | −1,775−83.5% | Reduced |
| MCF Advisors LLC | 516 | $12.1K | 0.00% | +304+143.4% | Added |
| Arcadia Investment Management Corp | 852 | $19.9K | 0.00% | +852 | New |
| Quantbot Technologies LP | 954 | $22.3K | 0.00% | +954 | New |
| UBS Group AG | 1,230 | $28.8K | 0.00% | +1,230 | New |
| JPMorgan Chase & Co | 1,292 | $30.2K | 0.00% | −12,952−90.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,764 | $88.0K | 0.00% | +3,090+458.5% | Added |
| Morgan Stanley | 4,315 | $100.9K | 0.00% | −3,262−43.1% | Reduced |
| RiverPark Advisors, LLC | 5,122 | $119.8K | 0.10% | +5,122 | New |
| US Bancorp | 5,869 | $137.2K | 0.00% | −375−6.0% | Reduced |
| Royal Bank of Canada | 6,774 | $158.0K | 0.00% | +6,774 | New |
| Qube Research & Technologies Ltd | 6,840 | $159.9K | 0.00% | +5,835+580.6% | Added |
| Citadel Advisors LLC | 8,588 | $200.8K | 0.00% | −254,897−96.7% | Reduced |
| Azzad Asset Management Inc | 11,230 | $262.6K | 0.03% | +72+0.6% | Added |
| PDT Partners, LLC | 12,635 | $295.4K | 0.03% | +12,635 | New |
| Y-Intercept (Hong Kong) Ltd | 15,159 | $354.4K | 0.02% | +15,159 | New |
| Neuberger Berman Group LLC | 16,014 | $374.4K | 0.00% | +99+0.6% | Added |
| Northern Trust Corp | 18,029 | $421.5K | 0.00% | +1,202+7.1% | Added |
| Stifel Financial Corp | 18,764 | $438.7K | 0.00% | −24−0.1% | Reduced |
| Brant Point Investment Management LLC | 21,384 | $500.0K | 0.12% | −23,616−52.5% | Reduced |
| Daiwa Securities Group Inc. | 22,472 | $525.0K | 0.00% | −700−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 24,971 | $583.8K | 0.00% | −18,835−43.0% | Reduced |
| 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 |
| Teachers Retirement System of the State of Kentucky | 26,226 | $613.0K | 0.01% | +7,217+38.0% | Added |
| Peregrine Capital Management LLC | 29,190 | $682.5K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 30,700 | $717.8K | 0.00% | +600+2.0% | Added |
| TownSquare Capital, LLC | 33,261 | $777.6K | 0.01% | −1,864−5.3% | Reduced |
| Renaissance Technologies LLC | 33,500 | $783.2K | 0.00% | +24,200+260.2% | Added |
| Balyasny Asset Management LLC | 41,808 | $977.5K | 0.00% | −177,517−80.9% | Reduced |
| Envestnet Asset Management Inc | 41,864 | $978.8K | 0.00% | −39−0.1% | Reduced |
| Lisanti Capital Growth, LLC | 43,840 | $1.02M | 0.25% | −89,915−67.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,800 | $1.09M | 0.01% | −3,025−6.1% | Reduced |
| SEI Investments Co | 47,629 | $1.11M | 0.00% | +13,451+39.4% | Added |
| Lincoln Capital Corp | 50,496 | $1.18M | 0.51% | +50,496 | New |
| Prescott Group Capital Management, L.L.C. | 54,344 | $1.27M | 0.20% | +54,344 | New |
| Millennium Management LLC | 61,169 | $1.43M | 0.00% | +42,728+231.7% | Added |
| Marshall Wace, LLP | 89,770 | $2.10M | 0.00% | +13,036+17.0% | Added |
| Geode Capital Management, LLC | 89,826 | $2.10M | 0.00% | +862+1.0% | Added |
| Ghisallo Capital Management LLC | 95,000 | $2.22M | 0.19% | 00.0% | Unchanged |
| Wells Fargo & Company | 101,326 | $2.37M | 0.00% | −1,227−1.2% | Reduced |
| Walleye Capital LLC | 101,868 | $2.38M | 0.02% | −11,176−9.9% | Reduced |
| New York State Common Retirement Fund | 149,792 | $3.50M | 0.00% | +149,792 | New |
| Basswood Capital Management, L.L.C. | 186,234 | $4.35M | 0.28% | +186,234 | New |
| Thornburg Investment Management Inc | 212,790 | $4.98M | 0.07% | +212,790 | New |
| Beck Mack & Oliver LLC | 391,250 | $9.15M | 0.19% | +249,221+175.5% | Added |
| Long Pond Capital, LP | 417,112 | $9.75M | 0.53% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 450,193 | $10.5M | 0.00% | +8,193+1.9% | Added |
| Vanguard Group Inc | 452,897 | $10.6M | 0.00% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 463,834 | $10.8M | 0.90% | +284,855+159.2% | Added |
| Federated Hermes, Inc. | 527,300 | $12.3M | 0.03% | +27,300+5.5% | Added |
| Artisan Partners Limited Partnership | 602,282 | $14.1M | 0.02% | +602,282 | New |
| BlackRock Inc. | 682,656 | $16.0M | 0.00% | −5,652−0.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 702,722 | $16.4M | 0.01% | +65,618+10.3% | Added |
| Gilder Gagnon Howe & Co LLC | 830,430 | $19.4M | 0.24% | −8,219−1.0% | Reduced |
| Wellington Management Group LLP | 1,108,356 | $25.9M | 0.00% | +571,369+106.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,358,502 | $31.8M | 0.08% | −18,579−1.3% | Reduced |
| 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 |