Smith Douglas HomesSDHC
13F holders, Q2 2024 (June 30)62holders −9
16new positions
25sold out
4famous investors
$23.38avg. 13F price*
At the end of Q2 2024, 62 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, down 9 from Q1 2024. 16 opened new positions and 25 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($31.8M), Wellington Management Group LLP ($25.9M) and Gilder Gagnon Howe & Co. LLC ($19.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Smith Douglas Homes Corp.
- CUSIP
- 83207R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $30.4M |
| Exits | 25 | $48.8M |
All 13F filers, Q1 2024 → Q2 2024: 2,618,129 shares bought and 2,300,624 shares sold, net +317,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -1.4% | 1,358,502 | $31.8M |
| Wellington Management Group LLP | 0.00% | Add +106.4% | 1,108,356 | $25.9M |
| Gilder Gagnon Howe & Co. LLC | 0.24% | Reduce -1.0% | 830,430 | $19.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +10.3% | 702,722 | $16.4M |
| BlackRock Inc. | 0.00% | Reduce -0.8% | 682,656 | $16.0M |
| Artisan Partners Limited Partnership | 0.02% | New | 602,282 | $14.1M |
| Federated Hermes, Inc. | 0.03% | Add +5.5% | 527,300 | $12.3M |
| Next Century Growth Investors LLC | 0.90% | Add +159.2% | 463,834 | $10.8M |
| Vanguard Group Inc. | 0.00% | No change | 452,897 | $10.6M |
| Massachusetts Financial Services Co. | 0.00% | Add +1.9% | 450,193 | $10.5M |
| Long Pond Capital, LP | 0.53% | No change | 417,112 | $9.8M |
| Beck Mack & Oliver LLC | 0.19% | Add +175.5% | 391,250 | $9.1M |
| Thornburg Investment Management Inc. | 0.07% | New | 212,790 | $5.0M |
| Basswood Capital Management, L.L.C. | 0.28% | New | 186,234 | $4.4M |
| New York State Common Retirement Fund | 0.00% | New | 149,792 | $3.5M |
| Walleye Capital LLC | 0.03% | Reduce -9.9% | 101,868 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 101,326 | $2.4M |
| Ghisallo Capital Management LLC | 0.19% | No change | 95,000 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.0% | 89,826 | $2.1M |
| Marshall Wace, LLP | 0.00% | Add +17.0% | 89,770 | $2.1M |
| Millennium Management | 0.00% | Add +231.7% | 61,169 | $1.4M |
| Prescott Group Capital Management, L.L.C. | 0.20% | New | 54,344 | $1.3M |
| Lincoln Capital Corp. | 0.51% | New | 50,496 | $1.2M |
| Sei Investments Co. | 0.00% | Add +39.4% | 47,629 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -6.1% | 46,800 | $1.1M |
| Lisanti Capital Growth, LLC | 0.25% | Reduce -67.2% | 43,840 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 41,864 | $979K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -80.9% | 41,808 | $977K |
| Renaissance Technologies | 0.00% | Add +260.2% | 33,500 | $783K |
| Townsquare Capital LLC | 0.01% | Reduce -5.3% | 33,261 | $778K |
| State Street Corp. | 0.00% | Add +2.0% | 30,700 | $718K |
| Peregrine Capital Management LLC | 0.02% | No change | 29,190 | $682K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +38.0% | 26,226 | $613K |
| Seven Grand Managers, LLC | 0.26% | Reduce -50.0% | 25,000 | $585K |
| Moore Capital Management, LP | 0.01% | No change | 25,000 | $585K |
| D. E. Shaw & Co. | 0.00% | Reduce -43.0% | 24,971 | $584K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.0% | 22,472 | $525K |
| Brant Point Investment Management LLC | 0.12% | Reduce -52.5% | 21,384 | $500K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 18,764 | $439K |
| Northern Trust Corp. | 0.00% | Add +7.1% | 18,029 | $422K |
| Neuberger Berman Group LLC | 0.00% | Add +0.6% | 16,014 | $374K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 15,159 | $354K |
| PDT Partners, LLC | 0.03% | New | 12,635 | $295K |
| Azzad Asset Management Inc. | 0.03% | Add +0.7% | 11,230 | $263K |
| Citadel Advisors | 0.00% | Reduce -96.7% | 8,588 | $201K |
| Qube Research & Technologies Ltd | 0.00% | Add +580.6% | 6,840 | $160K |
| Royal Bank of Canada | 0.00% | New | 6,774 | $158K |
| US Bancorp \de | 0.00% | Reduce -6.0% | 5,869 | $137K |
| RiverPark Advisors, LLC | 0.10% | New | 5,122 | $120K |
| Morgan Stanley | 0.00% | Reduce -43.0% | 4,315 | $101K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +458.5% | 3,764 | $88K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.9% | 1,292 | $30K |
| UBS Group AG | 0.00% | New | 1,230 | $29K |
| Quantbot Technologies LP | 0.00% | New | 954 | $22K |
| Arcadia Investment Management Corp. | 0.00% | New | 852 | $20K |
| MCF Advisors LLC | 0.00% | Add +143.4% | 516 | $12K |
| Bank of America Corp. | 0.00% | Reduce -83.5% | 350 | $8K |
| First Horizon Advisors, Inc. | 0.00% | No change | 197 | $5K |
| Crewe Advisors LLC | 0.00% | New | 136 | $3K |
| Cwm, LLC | 0.00% | New | 70 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 46 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 7 | $163 |
"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.