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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.

Institutional holdersQ4 2024: 70 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 71 institutionsQ2 2024: 62 institutionsQ3 2024: 74 institutionsQ4 2024: 70 institutionsQ1 2025: 55 institutionsQ2 2025: 55 institutionsQ3 2025: 52 institutionsQ4 2025: 46 institutionsQ1 2026: 58 institutionsQ2 2026: 62 institutions
Value heldQ4 2024: $243.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $282.0MQ2 2024: $229.4MQ3 2024: $364.0MQ4 2024: $243.2MQ1 2025: $187.5MQ2 2025: $181.5MQ3 2025: $156.6MQ4 2025: $152.1MQ1 2026: $100.3MQ2 2026: $109.2M
Institutions holding SDHC and their total value by quarter
QuarterHoldersValue
Q2 202662$109.2M
Q1 202658$100.3M
Q4 202546$152.1M
Q3 202552$156.6M
Q2 202555$181.5M
Q1 202555$187.5M
Q4 202470$243.2M
Q3 202474$364.0M
Q2 202462$229.4M
Q1 202471$282.0M
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q3 2024.

Institutions holding SDHC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Caitong International Asset Management Co., Ltd3$770.00%+3New
CWM, LLC53$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP42$1.08K0.00%00.0%Unchanged
MCF Advisors LLC47$1.21K0.00%−285−85.8%Reduced
Wolff Wiese Magana LLC70$1.79K0.00%00.0%Unchanged
FMR LLC78$2.00K0.00%+78New
Global Retirement Partners, LLC154$3.95K0.00%+154New
First Horizon Advisors, Inc.405$10.4K0.00%00.0%Unchanged
RiverPark Advisors, LLC538$13.8K0.01%−3,584−86.9%Reduced
Arcadia Investment Management Corp1,038$26.6K0.00%+1,038New
JPMorgan Chase & Co1,818$46.6K0.00%−19,525−91.5%Reduced
Tower Research Capital LLC (TRC)2,633$67.5K0.00%−382−12.7%Reduced
Quantbot Technologies LP3,294$84.5K0.00%−398−10.8%Reduced
BNP Paribas Arbitrage, SA5,662$145.2K0.00%−9,978−63.8%Reduced
Royal Bank of Canada7,354$189.0K0.00%+700+10.5%Added
Victory Capital Management Inc7,989$204.8K0.00%−1,247−13.5%Reduced
Virtu Financial LLC8,045$206.0K0.01%−1,060−11.6%Reduced
Trexquant Investment LP8,504$218.0K0.00%+8,504New
Norden Group LLC8,989$230.5K0.03%−544−5.7%Reduced
Yorktown Management & Research Co Inc9,200$235.9K0.23%+9,200New
US Bancorp9,713$249.0K0.00%−183−1.8%Reduced
Alps Advisors Inc9,750$250.0K0.00%−200−2.0%Reduced
M&T Bank Corp10,153$260.3K0.00%−1,402−12.1%Reduced
Azzad Asset Management Inc11,622$298.0K0.06%+43+0.4%Added
Morgan Stanley12,332$316.2K0.00%−8,200−39.9%Reduced
UBS Group AG12,545$321.7K0.00%+10,373+477.6%Added
Qube Research & Technologies Ltd12,624$323.7K0.00%+12,624New
PDT Partners, LLC12,639$324.1K0.03%+40.0%Added
Bank of New York Mellon Corp12,791$328.0K0.00%+12,791New
Citadel Advisors LLC14,550$373.1K0.00%−10,277−41.4%Reduced
Northern Trust Corp17,754$455.2K0.00%−198−1.1%Reduced
Jacobs Levy Equity Management, Inc17,804$456.5K0.00%+17,804New
Bank of America Corp18,767$481.2K0.00%−20,051−51.7%Reduced
Neuberger Berman Group LLC22,469$576.1K0.00%−1,115−4.7%Reduced
Jane Street Group, LLC23,837$611.2K0.00%+9,805+69.9%Added
Stifel Financial Corp24,635$631.6K0.00%−1,439−5.5%Reduced
Moore Capital Management, LP25,000$641.0K0.01%00.0%Unchanged
Corton Capital Inc.25,229$646.9K0.37%+9,640+61.8%Added
Teachers Retirement System of the State of Kentucky26,226$672.0K0.01%00.0%Unchanged
Daiwa Securities Group Inc.27,487$705.0K0.00%−2,000−6.8%Reduced
Two Sigma Investments, LP27,550$706.4K0.00%+21,642+366.3%Added
First Trust Advisors LP27,918$715.8K0.00%−3,145−10.1%Reduced
Peregrine Capital Management LLC29,190$748.4K0.02%00.0%Unchanged
State Street Corp34,812$892.6K0.00%+4,112+13.4%Added
Prescott Group Capital Management, L.L.C.40,344$1.03M0.14%00.0%Unchanged
Lincoln Capital Corp43,057$1.10M0.45%−435−1.0%Reduced
TownSquare Capital, LLC44,072$1.13M0.01%−2,299−5.0%Reduced
Next Century Growth Investors LLC44,383$1.14M0.09%−256,830−85.3%Reduced
D. E. Shaw & Co., Inc.45,724$1.17M0.00%−8,278−15.3%Reduced
Ghisallo Capital Management LLC50,000$1.28M0.07%−45,000−47.4%Reduced
Millennium Management LLC56,459$1.45M0.00%+18,810+50.0%Added
Envestnet Asset Management Inc61,928$1.59M0.00%−1,048−1.7%Reduced
SEI Investments Co66,248$1.70M0.00%−95−0.1%Reduced
Geode Capital Management, LLC90,038$2.31M0.00%+457+0.5%Added
Renaissance Technologies LLC99,200$2.54M0.00%+24,000+31.9%Added
BlackRock, Inc.126,088$3.23M0.00%00.0%Unchanged
Wells Fargo & Company134,353$3.44M0.00%+366+0.3%Added
First Eagle Investment Management, LLC148,882$3.82M0.01%+51,419+52.8%Added
Hood River Capital Management LLC162,622$4.17M0.06%−741,329−82.0%Reduced
New York State Common Retirement Fund183,375$4.70M0.01%−12,538−6.4%Reduced
Thornburg Investment Management Inc258,829$6.64M0.09%−870.0%Reduced
Massachusetts Financial Services Co435,796$11.2M0.00%−2,067−0.5%Reduced
Vanguard Group Inc452,897$11.6M0.00%00.0%Unchanged
Gilder Gagnon Howe & Co LLC495,830$12.7M0.14%−25,970−5.0%Reduced
Federated Hermes, Inc.527,300$13.5M0.03%00.0%Unchanged
Beck Mack & Oliver LLC699,430$17.9M0.33%+256,950+58.1%Added
Artisan Partners Limited Partnership813,082$20.8M0.03%+35,702+4.6%Added
Wellington Management Group LLP913,047$23.4M0.00%−99,646−9.8%Reduced
Wasatch Advisors Inc1,156,019$29.6M0.15%+941,511+438.9%Added
Kayne Anderson Rudnick Investment Management LLC1,803,065$46.2M0.11%−30,756−1.7%Reduced
Basswood Capital Management, L.L.C.0$00.00%−108,914−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−52,785−100.0%Sold out
Seven Grand Managers, LLC0$00.00%−50,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−13,485−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−13,472−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−11,000−100.0%Sold out
Legato Capital Management LLC0$00.00%−8,985−100.0%Sold out
Portside Wealth Group, LLC0$00.00%−7,481−100.0%Sold out
Marshall Wace, LLP0$00.00%−7,307−100.0%Sold out
XTX Topco Ltd0$00.00%−6,502−100.0%Sold out
Atria Investments LLC0$00.00%−5,389−100.0%Sold out
nVerses Capital, LLC0$00.00%−900−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−37−100.0%Sold out