Smith Douglas HomesSDHC
13F holders, Q2 2026 (June 30)62holders +4
15new positions
10sold out
4famous investors
$15.53avg. 13F price*
At the end of Q2 2026, 62 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, up 4 from Q1 2026. 15 opened new positions and 10 sold out. The largest holders were Conifer Management, L.L.C. ($22.3M), Kayne Anderson Rudnick Investment Management LLC ($15.1M) and Beck Mack & Oliver LLC ($13.0M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Smith Douglas Homes Corp.
- CUSIP
- 83207R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.8M |
| Exits | 10 | $8.3M |
All 13F filers, Q1 2026 → Q2 2026: 558,653 shares bought and 1,369,542 shares sold, net −810,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Conifer Management, L.L.C. | 3.67% | No change | 1,433,350 | $22.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -27.4% | 974,282 | $15.1M |
| Beck Mack & Oliver LLC | 0.25% | Reduce -1.8% | 835,065 | $13.0M |
| Wellington Management Group LLP | 0.00% | Reduce -17.9% | 622,625 | $9.7M |
| Wasatch Advisors LP | 0.05% | Reduce -9.5% | 531,223 | $8.3M |
| First Eagle Investment Management, LLC | 0.01% | Add +5.1% | 404,274 | $6.3M |
| Vanguard Capital Management LLC | 0.00% | Reduce -8.0% | 364,949 | $5.7M |
| BlackRock, Inc. | 0.00% | Add +30.8% | 208,862 | $3.2M |
| Marshall Wace, LLP | 0.00% | Add +60.9% | 163,864 | $2.5M |
| Gilder Gagnon Howe & Co. LLC | 0.03% | Reduce -11.7% | 161,307 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Add +82.3% | 142,986 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 117,508 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.9% | 103,146 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +3.1% | 84,735 | $1.3M |
| Trexquant Investment LP | 0.01% | Add +256.4% | 56,477 | $878K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.7% | 54,044 | $840K |
| JPMorgan Chase & Co. | 0.00% | Add +62.8% | 51,376 | $770K |
| UBS Group AG | 0.00% | Reduce -1.3% | 47,622 | $740K |
| Goldman Sachs Group Inc. | 0.00% | Add +51.9% | 46,618 | $724K |
| State Street Corp. | 0.00% | Add +7.1% | 46,176 | $718K |
| Quent Capital, LLC | 0.04% | Add +50.0% | 45,000 | $699K |
| Dimensional Fund Advisors LP | 0.00% | Add +71.0% | 43,263 | $672K |
| Morgan Stanley | 0.00% | Add +218.2% | 32,795 | $510K |
| Verition Fund Management LLC | 0.00% | New | 32,000 | $497K |
| Squarepoint Ops LLC | 0.00% | Add +37.1% | 31,818 | $494K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | Add +88.2% | 27,275 | $424K |
| HSBC Holdings PLC | 0.00% | Add +108.2% | 27,709 | $421K |
| Sei Investments Co. | 0.00% | Reduce -50.2% | 26,421 | $411K |
| XTX Topco Ltd | 0.01% | New | 25,924 | $403K |
| Citadel Advisors | 0.00% | Reduce -51.9% | 25,414 | $395K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.3% | 22,576 | $351K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -0.8% | 22,110 | $344K |
| Tudor Investment Corporation | 0.00% | New | 21,303 | $331K |
| Northern Trust Corp. | 0.00% | Add +5.8% | 18,668 | $290K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -23.9% | 18,475 | $287K |
| Gsa Capital Partners LLP | 0.02% | New | 18,100 | $281K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 17,488 | $272K |
| Millennium Management | 0.00% | New | 16,650 | $259K |
| Occudo Quantitative Strategies LP | 0.01% | New | 15,091 | $235K |
| R Squared Ltd | 0.11% | New | 13,978 | $217K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 12,300 | $192K |
| Graham Capital Management, L.P. | 0.01% | New | 12,072 | $188K |
| Stifel Financial Corp. | 0.00% | Reduce -33.4% | 10,485 | $163K |
| HRT Financial LP | 0.00% | Reduce -51.3% | 10,252 | $159K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 10,061 | $156K |
| Barclays PLC | 0.00% | Add +87.9% | 7,713 | $120K |
| US Bancorp \de | 0.00% | Add +39.6% | 5,585 | $87K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 3,665 | $57K |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.6% | 3,634 | $56K |
| Fifth Third Bancorp | 0.00% | No change | 538 | $8K |
| FMR LLC | 0.00% | Add +37.2% | 413 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +63.2% | 408 | $6K |
| Persistent Asset Partners Ltd | 0.00% | New | 266 | $4K |
| Rockefeller Capital Management L.P. | 0.00% | New | 140 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 122 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 90 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -80.0% | 66 | $1K |
| Buck Wealth Strategies, LLC | 0.00% | New | 52 | $808 |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.4% | 40 | $621 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 1 | $16 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $11 |
| Avion Wealth | 0.00% | New | 36 | $0 |
"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.