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, Q1 2025
Institutional positions in Smith Douglas Homes Corp. as of Mar 31, 2025. 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
- 55
- −14 vs. Q4 2024
- Shares held
- 9.60M
- +118.2K (+1.2%) vs. Q4 2024
- Total value
- $187.5M
- −$55.7M (−22.9%) vs. Q4 2024
- New holders
- 7
- 19 more added
- Sold out
- 21
- 20 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,797,091 | $35.1M | 0.09% | −5,974−0.3% | Reduced |
| Wasatch Advisors Inc | 1,225,999 | $23.9M | 0.13% | +69,980+6.1% | Added |
| Wellington Management Group LLP | 1,211,274 | $23.6M | 0.00% | +298,227+32.7% | Added |
| Beck Mack & Oliver LLC | 840,975 | $16.4M | 0.33% | +141,545+20.2% | Added |
| Artisan Partners Limited Partnership | 798,263 | $15.6M | 0.03% | −14,819−1.8% | Reduced |
| Federated Hermes, Inc. | 527,300 | $10.3M | 0.02% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 486,509 | $9.50M | 0.00% | +50,713+11.6% | Added |
| Vanguard Group Inc | 452,897 | $8.84M | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 440,876 | $8.61M | 0.11% | −54,954−11.1% | Reduced |
| Thornburg Investment Management Inc | 244,213 | $4.77M | 0.07% | −14,616−5.6% | Reduced |
| First Eagle Investment Management, LLC | 236,382 | $4.61M | 0.01% | +87,500+58.8% | Added |
| New York State Common Retirement Fund | 185,119 | $3.61M | 0.01% | +1,744+1.0% | Added |
| Wells Fargo & Company | 136,988 | $2.67M | 0.00% | +2,635+2.0% | Added |
| BlackRock, Inc. | 125,895 | $2.46M | 0.00% | −193−0.2% | Reduced |
| Geode Capital Management, LLC | 93,695 | $1.83M | 0.00% | +3,657+4.1% | Added |
| SEI Investments Co | 71,249 | $1.39M | 0.00% | +5,001+7.5% | Added |
| Envestnet Asset Management Inc | 59,093 | $1.15M | 0.00% | −2,835−4.6% | Reduced |
| Ghisallo Capital Management LLC | 50,000 | $976.0K | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 49,306 | $962.5K | 0.00% | −7,153−12.7% | Reduced |
| TownSquare Capital, LLC | 39,213 | $765.4K | 0.01% | −4,859−11.0% | Reduced |
| State Street Corp | 38,312 | $747.9K | 0.00% | +3,500+10.1% | Added |
| Renaissance Technologies LLC | 35,300 | $689.1K | 0.00% | −63,900−64.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 33,562 | $655.1K | 0.10% | −6,782−16.8% | Reduced |
| D. E. Shaw & Co., Inc. | 29,768 | $581.1K | 0.00% | −15,956−34.9% | Reduced |
| Peregrine Capital Management LLC | 29,190 | $569.8K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 27,442 | $535.7K | 0.00% | −476−1.7% | Reduced |
| Daiwa Securities Group Inc. | 26,287 | $513.0K | 0.00% | −1,200−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,226 | $512.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 24,466 | $477.6K | 0.01% | +24,466 | New |
| Neuberger Berman Group LLC | 23,337 | $455.5K | 0.00% | +868+3.9% | Added |
| UBS Group AG | 23,028 | $449.5K | 0.00% | +10,483+83.6% | Added |
| Morgan Stanley | 21,539 | $420.4K | 0.00% | +9,207+74.7% | Added |
| Balyasny Asset Management LLC | 20,009 | $390.6K | 0.00% | +20,009 | New |
| Stifel Financial Corp | 19,921 | $388.9K | 0.00% | −4,714−19.1% | Reduced |
| Northern Trust Corp | 17,692 | $345.3K | 0.00% | −62−0.3% | Reduced |
| Bank of America Corp | 16,444 | $321.0K | 0.00% | −2,323−12.4% | Reduced |
| Trexquant Investment LP | 16,420 | $320.5K | 0.00% | +7,916+93.1% | Added |
| Cohen & Steers, Inc. | 15,000 | $293.0K | 0.00% | +15,000 | New |
| Corton Capital Inc. | 14,716 | $287.3K | 0.95% | −10,513−41.7% | Reduced |
| Victory Capital Management Inc | 14,395 | $281.0K | 0.00% | +6,406+80.2% | Added |
| PDT Partners, LLC | 13,988 | $273.0K | 0.02% | +1,349+10.7% | Added |
| Bank of New York Mellon Corp | 12,591 | $245.8K | 0.00% | −200−1.6% | Reduced |
| Azzad Asset Management Inc | 11,892 | $232.1K | 0.03% | +270+2.3% | Added |
| M&T Bank Corp | 11,001 | $215.2K | 0.00% | +848+8.4% | Added |
| US Bancorp | 6,445 | $125.8K | 0.00% | −3,268−33.6% | Reduced |
| Royal Bank of Canada | 593 | $12.0K | 0.00% | −6,761−91.9% | Reduced |
| Comerica Bank | 430 | $8.39K | 0.00% | +430 | New |
| First Horizon Advisors, Inc. | 405 | $7.91K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 322 | $6.29K | 0.00% | +319+10,633.3% | Added |
| Advisor Group Holdings, Inc. | 100 | $1.95K | 0.00% | +100 | New |
| FMR LLC | 78 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $1.37K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 51 | $996 | 0.00% | +51 | New |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $293 | 0.00% | +15 | New |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −162,622−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −44,383−100.0% | Sold out |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −43,057−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −27,550−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,837−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −17,804−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,624−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −9,750−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −8,989−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,045−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −5,662−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |