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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 37 | $1.40K | 0.00% | +37 | New |
| Jones Financial Companies LLLP | 42 | $1.55K | 0.00% | +42 | New |
| CWM, LLC | 53 | $2.00K | 0.00% | −17−24.3% | Reduced |
| Wolff Wiese Magana LLC | 70 | $2.65K | 0.00% | +24+52.2% | Added |
| MCF Advisors LLC | 332 | $12.5K | 0.00% | −184−35.7% | Reduced |
| First Horizon Advisors, Inc. | 405 | $15.3K | 0.00% | +208+105.6% | Added |
| nVerses Capital, LLC | 900 | $34.0K | 0.02% | +900 | New |
| UBS Group AG | 2,172 | $82.1K | 0.00% | +942+76.6% | Added |
| Tower Research Capital LLC (TRC) | 3,015 | $113.9K | 0.00% | −749−19.9% | Reduced |
| Quantbot Technologies LP | 3,692 | $139.5K | 0.01% | +2,738+287.0% | Added |
| RiverPark Advisors, LLC | 4,122 | $155.7K | 0.13% | −1,000−19.5% | Reduced |
| Atria Investments LLC | 5,389 | $203.6K | 0.00% | +5,389 | New |
| Two Sigma Investments, LP | 5,908 | $223.2K | 0.00% | +5,908 | New |
| XTX Topco Ltd | 6,502 | $245.6K | 0.02% | +6,502 | New |
| Royal Bank of Canada | 6,654 | $251.0K | 0.00% | −120−1.8% | Reduced |
| Marshall Wace, LLP | 7,307 | $276.1K | 0.00% | −82,463−91.9% | Reduced |
| Portside Wealth Group, LLC | 7,481 | $282.6K | 0.05% | +7,481 | New |
| Legato Capital Management LLC | 8,985 | $339.5K | 0.04% | +8,985 | New |
| Virtu Financial LLC | 9,105 | $344.0K | 0.02% | +9,105 | New |
| Victory Capital Management Inc | 9,236 | $348.9K | 0.00% | +9,236 | New |
| Norden Group LLC | 9,533 | $360.2K | 0.04% | +9,533 | New |
| US Bancorp | 9,896 | $373.9K | 0.00% | +4,027+68.6% | Added |
| Alps Advisors Inc | 9,950 | $375.9K | 0.00% | +9,950 | New |
| Schonfeld Strategic Advisors LLC | 11,000 | $415.6K | 0.00% | −35,800−76.5% | Reduced |
| M&T Bank Corp | 11,555 | $436.5K | 0.00% | +11,555 | New |
| Azzad Asset Management Inc | 11,579 | $437.4K | 0.05% | +349+3.1% | Added |
| PDT Partners, LLC | 12,635 | $477.4K | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,472 | $509.0K | 0.00% | +13,472 | New |
| Occudo Quantitative Strategies LP | 13,485 | $509.5K | 0.09% | +13,485 | New |
| Jane Street Group, LLC | 14,032 | $530.1K | 0.00% | +14,032 | New |
| Corton Capital Inc. | 15,589 | $589.0K | 0.29% | +15,589 | New |
| BNP Paribas Arbitrage, SA | 15,640 | $590.9K | 0.00% | +15,640 | New |
| Northern Trust Corp | 17,952 | $678.2K | 0.00% | −77−0.4% | Reduced |
| Morgan Stanley | 20,532 | $775.7K | 0.00% | +16,217+375.8% | Added |
| JPMorgan Chase & Co | 21,343 | $806.3K | 0.00% | +20,051+1,551.9% | Added |
| Neuberger Berman Group LLC | 23,584 | $891.0K | 0.00% | +7,570+47.3% | Added |
| Citadel Advisors LLC | 24,827 | $938.0K | 0.00% | +16,239+189.1% | Added |
| Moore Capital Management, LP | 25,000 | $944.5K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,074 | $985.1K | 0.00% | +7,310+39.0% | Added |
| Teachers Retirement System of the State of Kentucky | 26,226 | $991.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 29,190 | $1.10M | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 29,487 | $1.11M | 0.01% | +7,015+31.2% | Added |
| State Street Corp | 30,700 | $1.16M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 31,063 | $1.17M | 0.00% | +31,063 | New |
| Millennium Management LLC | 37,649 | $1.42M | 0.00% | −23,520−38.5% | Reduced |
| Bank of America Corp | 38,818 | $1.47M | 0.00% | +38,468+10,990.9% | Added |
| Prescott Group Capital Management, L.L.C. | 40,344 | $1.52M | 0.22% | −14,000−25.8% | Reduced |
| Lincoln Capital Corp | 43,492 | $1.64M | 0.67% | −7,004−13.9% | Reduced |
| TownSquare Capital, LLC | 46,371 | $1.75M | 0.02% | +13,110+39.4% | Added |
| Seven Grand Managers, LLC | 50,000 | $1.89M | 0.42% | +25,000+100.0% | Added |
| Lisanti Capital Growth, LLC | 52,785 | $1.99M | 0.51% | +8,945+20.4% | Added |
| D. E. Shaw & Co., Inc. | 54,002 | $2.04M | 0.00% | +29,031+116.3% | Added |
| Envestnet Asset Management Inc | 62,976 | $2.38M | 0.00% | +21,112+50.4% | Added |
| SEI Investments Co | 66,343 | $2.51M | 0.00% | +18,714+39.3% | Added |
| Renaissance Technologies LLC | 75,200 | $2.84M | 0.00% | +41,700+124.5% | Added |
| Geode Capital Management, LLC | 89,581 | $3.39M | 0.00% | −245−0.3% | Reduced |
| Ghisallo Capital Management LLC | 95,000 | $3.59M | 0.18% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 97,463 | $3.68M | 0.01% | +97,463 | New |
| Basswood Capital Management, L.L.C. | 108,914 | $4.11M | 0.21% | −77,320−41.5% | Reduced |
| BlackRock, Inc. | 126,088 | $4.76M | 0.00% | +126,088 | New |
| Wells Fargo & Company | 133,987 | $5.06M | 0.00% | +32,661+32.2% | Added |
| New York State Common Retirement Fund | 195,913 | $7.40M | 0.01% | +46,121+30.8% | Added |
| Wasatch Advisors Inc | 214,508 | $8.10M | 0.04% | +214,508 | New |
| Thornburg Investment Management Inc | 258,916 | $9.78M | 0.13% | +46,126+21.7% | Added |
| Next Century Growth Investors LLC | 301,213 | $11.4M | 0.92% | −162,621−35.1% | Reduced |
| Massachusetts Financial Services Co | 437,863 | $16.5M | 0.00% | −12,330−2.7% | Reduced |
| Beck Mack & Oliver LLC | 442,480 | $16.7M | 0.33% | +51,230+13.1% | Added |
| Vanguard Group Inc | 452,897 | $17.1M | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 521,800 | $19.7M | 0.24% | −308,630−37.2% | Reduced |
| Federated Hermes, Inc. | 527,300 | $19.9M | 0.04% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 777,380 | $29.4M | 0.04% | +175,098+29.1% | Added |
| Hood River Capital Management LLC | 903,951 | $34.2M | 0.55% | +903,951 | New |
| Wellington Management Group LLP | 1,012,693 | $38.3M | 0.01% | −95,663−8.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,833,821 | $69.3M | 0.15% | +475,319+35.0% | Added |
| 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 |