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, Q2 2025
Institutional positions in Smith Douglas Homes Corp. as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 9.34M
- −259.8K (−2.7%) vs. Q1 2025
- Total value
- $181.5M
- −$6.01M (−3.2%) vs. Q1 2025
- New holders
- 11
- 15 more added
- Sold out
- 11
- 19 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,603,636 | $31.1M | 0.07% | −193,455−10.8% | Reduced |
| Wasatch Advisors Inc | 1,279,357 | $24.8M | 0.13% | +53,358+4.4% | Added |
| Wellington Management Group LLP | 1,190,529 | $23.1M | 0.00% | −20,745−1.7% | Reduced |
| Beck Mack & Oliver LLC | 835,685 | $16.2M | 0.31% | −5,290−0.6% | Reduced |
| 12 West Capital Management LP | 732,351 | $14.2M | 1.50% | +732,351 | New |
| Massachusetts Financial Services Co | 543,664 | $10.6M | 0.00% | +57,155+11.7% | Added |
| Federated Hermes, Inc. | 527,300 | $10.2M | 0.02% | 00.0% | Unchanged |
| Conifer Management, L.L.C. | 500,000 | $9.71M | 1.26% | +500,000 | New |
| Vanguard Group Inc | 447,109 | $8.68M | 0.00% | −5,788−1.3% | Reduced |
| First Eagle Investment Management, LLC | 240,382 | $4.67M | 0.01% | +4,000+1.7% | Added |
| Gilder Gagnon Howe & Co LLC | 229,808 | $4.46M | 0.05% | −211,068−47.9% | Reduced |
| Thornburg Investment Management Inc | 224,457 | $4.36M | 0.06% | −19,756−8.1% | Reduced |
| Wells Fargo & Company | 135,901 | $2.64M | 0.00% | −1,087−0.8% | Reduced |
| BlackRock, Inc. | 132,067 | $2.56M | 0.00% | +6,172+4.9% | Added |
| Geode Capital Management, LLC | 101,896 | $1.98M | 0.00% | +8,201+8.8% | Added |
| SEI Investments Co | 55,040 | $1.07M | 0.00% | −16,209−22.7% | Reduced |
| Envestnet Asset Management Inc | 51,161 | $993.5K | 0.00% | −7,932−13.4% | Reduced |
| Ghisallo Capital Management LLC | 50,000 | $971.0K | 0.03% | 00.0% | Unchanged |
| State Street Corp | 41,212 | $800.3K | 0.00% | +2,900+7.6% | Added |
| Covey Capital Advisors, LLC | 36,300 | $704.9K | 0.76% | +36,300 | New |
| Marshall Wace, LLP | 33,179 | $644.3K | 0.00% | +33,179 | New |
| UBS Group AG | 31,627 | $614.2K | 0.00% | +8,599+37.3% | Added |
| D. E. Shaw & Co., Inc. | 29,768 | $578.1K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 29,025 | $563.7K | 0.00% | +1,583+5.8% | Added |
| Teachers Retirement System of the State of Kentucky | 26,226 | $509.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,287 | $472.0K | 0.00% | −2,000−7.6% | Reduced |
| Millennium Management LLC | 22,292 | $432.9K | 0.00% | −27,014−54.8% | Reduced |
| Neuberger Berman Group LLC | 21,925 | $425.8K | 0.00% | −1,412−6.1% | Reduced |
| Corton Capital Inc. | 20,752 | $403.0K | 0.47% | +6,036+41.0% | Added |
| Peregrine Capital Management LLC | 20,288 | $394.0K | 0.01% | −8,902−30.5% | Reduced |
| Northern Trust Corp | 17,739 | $344.5K | 0.00% | +47+0.3% | Added |
| Stifel Financial Corp | 16,755 | $325.4K | 0.00% | −3,166−15.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,389 | $279.4K | 0.01% | −10,077−41.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 14,030 | $272.5K | 0.00% | +14,030 | New |
| Bank of New York Mellon Corp | 13,184 | $256.0K | 0.00% | +593+4.7% | Added |
| Azzad Asset Management Inc | 11,892 | $230.9K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 11,001 | $213.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,745 | $169.8K | 0.00% | −12,794−59.4% | Reduced |
| US Bancorp | 6,413 | $124.5K | 0.00% | −32−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,627 | $89.9K | 0.00% | +4,627 | New |
| Royal Bank of Canada | 2,200 | $43.0K | 0.00% | +1,607+271.0% | Added |
| Raymond James Financial Inc | 1,743 | $33.8K | 0.00% | +1,743 | New |
| Bank of America Corp | 1,529 | $29.7K | 0.00% | −14,915−90.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 540 | $10.5K | 0.01% | +218+67.7% | Added |
| Comerica Bank | 430 | $8.35K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 405 | $7.87K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 229 | $4.45K | 0.00% | +229 | New |
| FMR LLC | 216 | $4.19K | 0.00% | +138+176.9% | Added |
| Advisor Group Holdings, Inc. | 130 | $2.52K | 0.00% | +30+30.0% | Added |
| Jones Financial Companies LLLP | 75 | $1.46K | 0.00% | +75 | New |
| Wolff Wiese Magana LLC | 70 | $1.36K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | −20−37.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 27 | $524 | 0.00% | +27 | New |
| Rise Advisors, LLC | 26 | $505 | 0.00% | +26 | New |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $292 | 0.00% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −798,263−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −185,119−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −39,213−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −35,300−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −33,562−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,009−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,420−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,988−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |