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.
Q2 2025 vs. Q1 2025
How the institutions holding Smith Douglas Homes Corp. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 55 | 55 | 0 |
| Shares | 9.60M | 9.34M | −259.8K (−2.7%) |
| Value | $187.5M | $181.5M | −$6.01M (−3.2%) |
New holders (11)
Institutions that held Smith Douglas Homes Corp. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| 12 West Capital Management LP | 732,351 | $14.2M | 1.50% |
| Conifer Management, L.L.C. | 500,000 | $9.71M | 1.26% |
| Covey Capital Advisors, LLC | 36,300 | $704.9K | 0.76% |
| Marshall Wace, LLP | 33,179 | $644.3K | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 14,030 | $272.5K | 0.00% |
| Tower Research Capital LLC (TRC) | 4,627 | $89.9K | 0.00% |
| Raymond James Financial Inc | 1,743 | $33.8K | 0.00% |
| Fortitude Family Office, LLC | 229 | $4.45K | 0.00% |
| Jones Financial Companies LLLP | 75 | $1.46K | 0.00% |
| Northwestern Mutual Wealth Management Co | 27 | $524 | 0.00% |
| Rise Advisors, LLC | 26 | $505 | 0.00% |
Sold out (11)
Institutions that held Smith Douglas Homes Corp. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Artisan Partners Limited Partnership | 798,263 | $15.6M |
| New York State Common Retirement Fund | 185,119 | $3.61M |
| TownSquare Capital, LLC | 39,213 | $765.4K |
| Renaissance Technologies LLC | 35,300 | $689.1K |
| Prescott Group Capital Management, L.L.C. | 33,562 | $655.1K |
| Balyasny Asset Management LLC | 20,009 | $390.6K |
| Trexquant Investment LP | 16,420 | $320.5K |
| Cohen & Steers, Inc. | 15,000 | $293.0K |
| Victory Capital Management Inc | 14,395 | $281.0K |
| PDT Partners, LLC | 13,988 | $273.0K |
| Skopos Labs, Inc. | 51 | $996 |