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, Q4 2024
Institutional positions in Smith Douglas Homes Corp. as of Dec 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
- 70
- −4 vs. Q3 2024
- Shares held
- 9.49M
- −150.1K (−1.6%) vs. Q3 2024
- Total value
- $243.2M
- −$120.8M (−33.2%) vs. Q3 2024
- New holders
- 9
- 16 more added
- Sold out
- 13
- 34 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,803,065 | $46.2M | 0.11% | −30,756−1.7% | Reduced |
| Wasatch Advisors Inc | 1,156,019 | $29.6M | 0.15% | +941,511+438.9% | Added |
| Wellington Management Group LLP | 913,047 | $23.4M | 0.00% | −99,646−9.8% | Reduced |
| Artisan Partners Limited Partnership | 813,082 | $20.8M | 0.03% | +35,702+4.6% | Added |
| Beck Mack & Oliver LLC | 699,430 | $17.9M | 0.33% | +256,950+58.1% | Added |
| Federated Hermes, Inc. | 527,300 | $13.5M | 0.03% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 495,830 | $12.7M | 0.14% | −25,970−5.0% | Reduced |
| Vanguard Group Inc | 452,897 | $11.6M | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 435,796 | $11.2M | 0.00% | −2,067−0.5% | Reduced |
| Thornburg Investment Management Inc | 258,829 | $6.64M | 0.09% | −870.0% | Reduced |
| New York State Common Retirement Fund | 183,375 | $4.70M | 0.01% | −12,538−6.4% | Reduced |
| Hood River Capital Management LLC | 162,622 | $4.17M | 0.06% | −741,329−82.0% | Reduced |
| First Eagle Investment Management, LLC | 148,882 | $3.82M | 0.01% | +51,419+52.8% | Added |
| Wells Fargo & Company | 134,353 | $3.44M | 0.00% | +366+0.3% | Added |
| BlackRock, Inc. | 126,088 | $3.23M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 99,200 | $2.54M | 0.00% | +24,000+31.9% | Added |
| Geode Capital Management, LLC | 90,038 | $2.31M | 0.00% | +457+0.5% | Added |
| SEI Investments Co | 66,248 | $1.70M | 0.00% | −95−0.1% | Reduced |
| Envestnet Asset Management Inc | 61,928 | $1.59M | 0.00% | −1,048−1.7% | Reduced |
| Millennium Management LLC | 56,459 | $1.45M | 0.00% | +18,810+50.0% | Added |
| Ghisallo Capital Management LLC | 50,000 | $1.28M | 0.07% | −45,000−47.4% | Reduced |
| D. E. Shaw & Co., Inc. | 45,724 | $1.17M | 0.00% | −8,278−15.3% | Reduced |
| Next Century Growth Investors LLC | 44,383 | $1.14M | 0.09% | −256,830−85.3% | Reduced |
| TownSquare Capital, LLC | 44,072 | $1.13M | 0.01% | −2,299−5.0% | Reduced |
| Lincoln Capital Corp | 43,057 | $1.10M | 0.45% | −435−1.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 40,344 | $1.03M | 0.14% | 00.0% | Unchanged |
| State Street Corp | 34,812 | $892.6K | 0.00% | +4,112+13.4% | Added |
| Peregrine Capital Management LLC | 29,190 | $748.4K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 27,918 | $715.8K | 0.00% | −3,145−10.1% | Reduced |
| Two Sigma Investments, LP | 27,550 | $706.4K | 0.00% | +21,642+366.3% | Added |
| Daiwa Securities Group Inc. | 27,487 | $705.0K | 0.00% | −2,000−6.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,226 | $672.0K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 25,229 | $646.9K | 0.37% | +9,640+61.8% | Added |
| Moore Capital Management, LP | 25,000 | $641.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,635 | $631.6K | 0.00% | −1,439−5.5% | Reduced |
| Jane Street Group, LLC | 23,837 | $611.2K | 0.00% | +9,805+69.9% | Added |
| Neuberger Berman Group LLC | 22,469 | $576.1K | 0.00% | −1,115−4.7% | Reduced |
| Bank of America Corp | 18,767 | $481.2K | 0.00% | −20,051−51.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 17,804 | $456.5K | 0.00% | +17,804 | New |
| Northern Trust Corp | 17,754 | $455.2K | 0.00% | −198−1.1% | Reduced |
| Citadel Advisors LLC | 14,550 | $373.1K | 0.00% | −10,277−41.4% | Reduced |
| Bank of New York Mellon Corp | 12,791 | $328.0K | 0.00% | +12,791 | New |
| PDT Partners, LLC | 12,639 | $324.1K | 0.03% | +40.0% | Added |
| Qube Research & Technologies Ltd | 12,624 | $323.7K | 0.00% | +12,624 | New |
| UBS Group AG | 12,545 | $321.7K | 0.00% | +10,373+477.6% | Added |
| Morgan Stanley | 12,332 | $316.2K | 0.00% | −8,200−39.9% | Reduced |
| Azzad Asset Management Inc | 11,622 | $298.0K | 0.06% | +43+0.4% | Added |
| M&T Bank Corp | 10,153 | $260.3K | 0.00% | −1,402−12.1% | Reduced |
| Alps Advisors Inc | 9,750 | $250.0K | 0.00% | −200−2.0% | Reduced |
| US Bancorp | 9,713 | $249.0K | 0.00% | −183−1.8% | Reduced |
| Yorktown Management & Research Co Inc | 9,200 | $235.9K | 0.23% | +9,200 | New |
| Norden Group LLC | 8,989 | $230.5K | 0.03% | −544−5.7% | Reduced |
| Trexquant Investment LP | 8,504 | $218.0K | 0.00% | +8,504 | New |
| Virtu Financial LLC | 8,045 | $206.0K | 0.01% | −1,060−11.6% | Reduced |
| Victory Capital Management Inc | 7,989 | $204.8K | 0.00% | −1,247−13.5% | Reduced |
| Royal Bank of Canada | 7,354 | $189.0K | 0.00% | +700+10.5% | Added |
| BNP Paribas Arbitrage, SA | 5,662 | $145.2K | 0.00% | −9,978−63.8% | Reduced |
| Quantbot Technologies LP | 3,294 | $84.5K | 0.00% | −398−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,633 | $67.5K | 0.00% | −382−12.7% | Reduced |
| JPMorgan Chase & Co | 1,818 | $46.6K | 0.00% | −19,525−91.5% | Reduced |
| Arcadia Investment Management Corp | 1,038 | $26.6K | 0.00% | +1,038 | New |
| RiverPark Advisors, LLC | 538 | $13.8K | 0.01% | −3,584−86.9% | Reduced |
| First Horizon Advisors, Inc. | 405 | $10.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $3.95K | 0.00% | +154 | New |
| FMR LLC | 78 | $2.00K | 0.00% | +78 | New |
| Wolff Wiese Magana LLC | 70 | $1.79K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 47 | $1.21K | 0.00% | −285−85.8% | Reduced |
| Jones Financial Companies LLLP | 42 | $1.08K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $77 | 0.00% | +3 | New |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −108,914−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −52,785−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,485−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −13,472−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −8,985−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,307−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,502−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,389−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |