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, Q3 2024
Institutional positions in Smith Douglas Homes Corp. as of Sep 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
- 74
- +13 vs. Q2 2024
- Shares held
- 9.64M
- +505.6K (+5.5%) vs. Q2 2024
- Total value
- $364.0M
- +$150.6M (+70.5%) vs. Q2 2024
- New holders
- 23
- 26 more added
- Sold out
- 10
- 17 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,833,821 | $69.3M | 0.15% | +475,319+35.0% | Added |
| Wellington Management Group LLP | 1,012,693 | $38.3M | 0.01% | −95,663−8.6% | Reduced |
| Hood River Capital Management LLC | 903,951 | $34.2M | 0.55% | +903,951 | New |
| Artisan Partners Limited Partnership | 777,380 | $29.4M | 0.04% | +175,098+29.1% | Added |
| Federated Hermes, Inc. | 527,300 | $19.9M | 0.04% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 521,800 | $19.7M | 0.24% | −308,630−37.2% | Reduced |
| Vanguard Group Inc | 452,897 | $17.1M | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 442,480 | $16.7M | 0.33% | +51,230+13.1% | Added |
| Massachusetts Financial Services Co | 437,863 | $16.5M | 0.00% | −12,330−2.7% | Reduced |
| Next Century Growth Investors LLC | 301,213 | $11.4M | 0.92% | −162,621−35.1% | Reduced |
| Thornburg Investment Management Inc | 258,916 | $9.78M | 0.13% | +46,126+21.7% | Added |
| Wasatch Advisors Inc | 214,508 | $8.10M | 0.04% | +214,508 | New |
| New York State Common Retirement Fund | 195,913 | $7.40M | 0.01% | +46,121+30.8% | Added |
| Wells Fargo & Company | 133,987 | $5.06M | 0.00% | +32,661+32.2% | Added |
| BlackRock, Inc. | 126,088 | $4.76M | 0.00% | +126,088 | New |
| Basswood Capital Management, L.L.C. | 108,914 | $4.11M | 0.21% | −77,320−41.5% | Reduced |
| First Eagle Investment Management, LLC | 97,463 | $3.68M | 0.01% | +97,463 | New |
| Ghisallo Capital Management LLC | 95,000 | $3.59M | 0.18% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 89,581 | $3.39M | 0.00% | −245−0.3% | Reduced |
| Renaissance Technologies LLC | 75,200 | $2.84M | 0.00% | +41,700+124.5% | Added |
| SEI Investments Co | 66,343 | $2.51M | 0.00% | +18,714+39.3% | Added |
| Envestnet Asset Management Inc | 62,976 | $2.38M | 0.00% | +21,112+50.4% | Added |
| D. E. Shaw & Co., Inc. | 54,002 | $2.04M | 0.00% | +29,031+116.3% | Added |
| Lisanti Capital Growth, LLC | 52,785 | $1.99M | 0.51% | +8,945+20.4% | Added |
| Seven Grand Managers, LLC | 50,000 | $1.89M | 0.42% | +25,000+100.0% | Added |
| TownSquare Capital, LLC | 46,371 | $1.75M | 0.02% | +13,110+39.4% | Added |
| Lincoln Capital Corp | 43,492 | $1.64M | 0.67% | −7,004−13.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 40,344 | $1.52M | 0.22% | −14,000−25.8% | Reduced |
| Bank of America Corp | 38,818 | $1.47M | 0.00% | +38,468+10,990.9% | Added |
| Millennium Management LLC | 37,649 | $1.42M | 0.00% | −23,520−38.5% | Reduced |
| First Trust Advisors LP | 31,063 | $1.17M | 0.00% | +31,063 | New |
| State Street Corp | 30,700 | $1.16M | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 29,487 | $1.11M | 0.01% | +7,015+31.2% | Added |
| Peregrine Capital Management LLC | 29,190 | $1.10M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 26,226 | $991.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,074 | $985.1K | 0.00% | +7,310+39.0% | Added |
| Moore Capital Management, LP | 25,000 | $944.5K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,827 | $938.0K | 0.00% | +16,239+189.1% | Added |
| Neuberger Berman Group LLC | 23,584 | $891.0K | 0.00% | +7,570+47.3% | Added |
| JPMorgan Chase & Co | 21,343 | $806.3K | 0.00% | +20,051+1,551.9% | Added |
| Morgan Stanley | 20,532 | $775.7K | 0.00% | +16,217+375.8% | Added |
| Northern Trust Corp | 17,952 | $678.2K | 0.00% | −77−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 15,640 | $590.9K | 0.00% | +15,640 | New |
| Corton Capital Inc. | 15,589 | $589.0K | 0.29% | +15,589 | New |
| Jane Street Group, LLC | 14,032 | $530.1K | 0.00% | +14,032 | New |
| Occudo Quantitative Strategies LP | 13,485 | $509.5K | 0.09% | +13,485 | New |
| Goldman Sachs Group Inc | 13,472 | $509.0K | 0.00% | +13,472 | New |
| PDT Partners, LLC | 12,635 | $477.4K | 0.04% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 11,579 | $437.4K | 0.05% | +349+3.1% | Added |
| M&T Bank Corp | 11,555 | $436.5K | 0.00% | +11,555 | New |
| Schonfeld Strategic Advisors LLC | 11,000 | $415.6K | 0.00% | −35,800−76.5% | Reduced |
| Alps Advisors Inc | 9,950 | $375.9K | 0.00% | +9,950 | New |
| US Bancorp | 9,896 | $373.9K | 0.00% | +4,027+68.6% | Added |
| Norden Group LLC | 9,533 | $360.2K | 0.04% | +9,533 | New |
| Victory Capital Management Inc | 9,236 | $348.9K | 0.00% | +9,236 | New |
| Virtu Financial LLC | 9,105 | $344.0K | 0.02% | +9,105 | New |
| Legato Capital Management LLC | 8,985 | $339.5K | 0.04% | +8,985 | New |
| Portside Wealth Group, LLC | 7,481 | $282.6K | 0.05% | +7,481 | New |
| Marshall Wace, LLP | 7,307 | $276.1K | 0.00% | −82,463−91.9% | Reduced |
| Royal Bank of Canada | 6,654 | $251.0K | 0.00% | −120−1.8% | Reduced |
| XTX Topco Ltd | 6,502 | $245.6K | 0.02% | +6,502 | New |
| Two Sigma Investments, LP | 5,908 | $223.2K | 0.00% | +5,908 | New |
| Atria Investments LLC | 5,389 | $203.6K | 0.00% | +5,389 | New |
| RiverPark Advisors, LLC | 4,122 | $155.7K | 0.13% | −1,000−19.5% | Reduced |
| Quantbot Technologies LP | 3,692 | $139.5K | 0.01% | +2,738+287.0% | Added |
| Tower Research Capital LLC (TRC) | 3,015 | $113.9K | 0.00% | −749−19.9% | Reduced |
| UBS Group AG | 2,172 | $82.1K | 0.00% | +942+76.6% | Added |
| nVerses Capital, LLC | 900 | $34.0K | 0.02% | +900 | New |
| First Horizon Advisors, Inc. | 405 | $15.3K | 0.00% | +208+105.6% | Added |
| MCF Advisors LLC | 332 | $12.5K | 0.00% | −184−35.7% | Reduced |
| Wolff Wiese Magana LLC | 70 | $2.65K | 0.00% | +24+52.2% | Added |
| CWM, LLC | 53 | $2.00K | 0.00% | −17−24.3% | Reduced |
| Jones Financial Companies LLLP | 42 | $1.55K | 0.00% | +42 | New |
| Venturi Wealth Management, LLC | 37 | $1.40K | 0.00% | +37 | New |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −702,722−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −417,112−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −101,868−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,808−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −21,384−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,159−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |