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 2025
Institutional positions in Smith Douglas Homes Corp. as of Dec 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
- 46
- −6 vs. Q3 2025
- Shares held
- 9.07M
- +202.0K (+2.3%) vs. Q3 2025
- Total value
- $152.1M
- −$4.50M (−2.9%) vs. Q3 2025
- New holders
- 11
- 22 more added
- Sold out
- 17
- 7 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,469,003 | $24.6M | 0.07% | +216,922+17.3% | Added |
| Conifer Management, L.L.C. | 1,433,350 | $24.0M | 3.98% | +581,794+68.3% | Added |
| Wasatch Advisors Inc | 1,249,857 | $21.0M | 0.12% | +72,525+6.2% | Added |
| Wellington Management Group LLP | 1,176,973 | $19.7M | 0.00% | +24,996+2.2% | Added |
| Beck Mack & Oliver LLC | 816,447 | $13.7M | 0.25% | +3,605+0.4% | Added |
| Federated Hermes, Inc. | 527,300 | $8.84M | 0.01% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 506,688 | $8.50M | 0.00% | −18,209−3.5% | Reduced |
| Vanguard Group Inc | 452,631 | $7.59M | 0.00% | +1,638+0.4% | Added |
| First Eagle Investment Management, LLC | 378,774 | $6.35M | 0.01% | +47,100+14.2% | Added |
| Gilder Gagnon Howe & Co LLC | 221,324 | $3.71M | 0.04% | −6,456−2.8% | Reduced |
| BlackRock, Inc. | 158,370 | $2.66M | 0.00% | +4,608+3.0% | Added |
| Wells Fargo & Company | 128,597 | $2.16M | 0.00% | +6,191+5.1% | Added |
| Geode Capital Management, LLC | 104,422 | $1.75M | 0.00% | +1,406+1.4% | Added |
| SEI Investments Co | 64,930 | $1.09M | 0.00% | +9,890+18.0% | Added |
| UBS Group AG | 49,047 | $822.5K | 0.00% | +22,915+87.7% | Added |
| State Street Corp | 42,312 | $709.6K | 0.00% | +1,100+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 37,859 | $635.0K | 0.00% | +4,608+13.9% | Added |
| D. E. Shaw & Co., Inc. | 33,250 | $557.6K | 0.00% | +3,482+11.7% | Added |
| Envestnet Asset Management Inc | 28,799 | $483.0K | 0.00% | −11,564−28.7% | Reduced |
| Daiwa Securities Group Inc. | 26,664 | $447.0K | 0.00% | +4,377+19.6% | Added |
| Quent Capital, LLC | 23,000 | $385.7K | 0.03% | +23,000 | New |
| Fuller & Thaler Asset Management, Inc. | 21,995 | $368.9K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 21,777 | $365.2K | 0.00% | +2,210+11.3% | Added |
| Northern Trust Corp | 17,646 | $295.9K | 0.00% | −93−0.5% | Reduced |
| Stifel Financial Corp | 13,157 | $220.6K | 0.00% | −1,297−9.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 12,209 | $204.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12,150 | $203.8K | 0.00% | +2,083+20.7% | Added |
| VARCOV Co. | 11,954 | $200.5K | 0.08% | +11,954 | New |
| Price T Rowe Associates Inc | 10,800 | $182.0K | 0.00% | +10,800 | New |
| BNP Paribas Arbitrage, SA | 7,040 | $118.1K | 0.00% | +7,040 | New |
| US Bancorp | 6,415 | $107.6K | 0.00% | +627+10.8% | Added |
| Bank of America Corp | 2,809 | $47.1K | 0.00% | +1,194+73.9% | Added |
| FMR LLC | 708 | $11.9K | 0.00% | +225+46.6% | Added |
| Quest Partners LLC | 631 | $10.6K | 0.00% | −10,395−94.3% | Reduced |
| Citigroup Inc | 415 | $6.96K | 0.00% | +415 | New |
| Jones Financial Companies LLLP | 250 | $4.19K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 151 | $2.53K | 0.00% | +151 | New |
| Advisor Group Holdings, Inc. | 130 | $2.18K | 0.00% | −38−22.6% | Reduced |
| Wolff Wiese Magana LLC | 90 | $1.51K | 0.00% | +20+28.6% | Added |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 28 | $470 | 0.00% | +28 | New |
| Rachor Investment Advisory Services, LLC | 4 | $68 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $67 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 2 | $34 | 0.00% | +2 | New |
| Kingdom Financial Group LLC. | 1 | $12 | 0.00% | +1 | New |
| Royal Bank of Canada | 12 | $0 | 0.00% | 00.0% | Unchanged |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −535,140−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −81,680−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,229−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,023−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −20,288−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,849−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −13,110−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,968−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,177−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −12,111−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,644−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −152−100.0% | Sold out |