Smith Douglas HomesSDHC
13F holders, Q3 2024 (September 30)74holders +12
22new positions
10sold out
4famous investors
$37.78avg. 13F price*
At the end of Q3 2024, 74 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, up 12 from Q2 2024. 22 opened new positions and 10 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($69.3M), Wellington Management Group LLP ($38.3M) and Hood River Capital Management LLC ($34.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Smith Douglas Homes Corp.
- CUSIP
- 83207R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $53.0M |
| Exits | 10 | $30.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,509,151 shares bought and 2,129,631 shares sold, net +379,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.15% | Add +35.0% | 1,833,821 | $69.3M |
| Wellington Management Group LLP | 0.01% | Reduce -8.6% | 1,012,693 | $38.3M |
| Hood River Capital Management LLC | 0.55% | New | 903,951 | $34.2M |
| Artisan Partners Limited Partnership | 0.04% | Add +29.1% | 777,380 | $29.4M |
| Federated Hermes, Inc. | 0.04% | No change | 527,300 | $19.9M |
| Gilder Gagnon Howe & Co. LLC | 0.24% | Reduce -37.2% | 521,800 | $19.7M |
| Vanguard Group Inc. | 0.00% | No change | 452,897 | $17.1M |
| Beck Mack & Oliver LLC | 0.33% | Add +13.1% | 442,480 | $16.7M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -2.7% | 437,863 | $16.5M |
| Next Century Growth Investors LLC | 0.92% | Reduce -35.1% | 301,213 | $11.4M |
| Thornburg Investment Management Inc. | 0.13% | Add +21.7% | 258,916 | $9.8M |
| Wasatch Advisors LP | 0.04% | New | 214,508 | $8.1M |
| New York State Common Retirement Fund | 0.01% | Add +30.8% | 195,913 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +32.2% | 133,987 | $5.1M |
| BlackRock, Inc. | 0.00% | — | 126,088 | $4.8M |
| Basswood Capital Management, L.L.C. | 0.21% | Reduce -41.5% | 108,914 | $4.1M |
| First Eagle Investment Management, LLC | 0.01% | New | 97,463 | $3.7M |
| Ghisallo Capital Management LLC | 0.19% | No change | 95,000 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 89,581 | $3.4M |
| Renaissance Technologies | 0.00% | Add +124.5% | 75,200 | $2.8M |
| Sei Investments Co. | 0.00% | Add +39.3% | 66,343 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +50.4% | 62,976 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +116.3% | 54,002 | $2.0M |
| Lisanti Capital Growth, LLC | 0.51% | Add +20.4% | 52,785 | $2.0M |
| Seven Grand Managers, LLC | 0.42% | Add +100.0% | 50,000 | $1.9M |
| Townsquare Capital LLC | 0.02% | Add +39.4% | 46,371 | $1.8M |
| Lincoln Capital Corp. | 0.67% | Reduce -13.9% | 43,492 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.22% | Reduce -25.8% | 40,344 | $1.5M |
| Bank of America Corp. | 0.00% | Add +10990.9% | 38,818 | $1.5M |
| Millennium Management | 0.00% | Reduce -38.5% | 37,649 | $1.4M |
| First Trust Advisors LP | 0.00% | New | 31,063 | $1.2M |
| State Street Corp. | 0.00% | No change | 30,700 | $1.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +31.2% | 29,487 | $1.1M |
| Peregrine Capital Management LLC | 0.03% | No change | 29,190 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 26,226 | $991K |
| Stifel Financial Corp. | 0.00% | Add +39.0% | 26,074 | $985K |
| Moore Capital Management, LP | 0.03% | No change | 25,000 | $945K |
| Citadel Advisors | 0.00% | Add +189.1% | 24,827 | $938K |
| Neuberger Berman Group LLC | 0.00% | Add +47.3% | 23,584 | $891K |
| JPMorgan Chase & Co. | 0.00% | Add +1551.9% | 21,343 | $806K |
| Morgan Stanley | 0.00% | Add +375.8% | 20,532 | $776K |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 17,952 | $678K |
| BNP Paribas Financial Markets | 0.00% | New | 15,640 | $591K |
| Corton Capital Inc. | 0.29% | New | 15,589 | $589K |
| Jane Street Group, LLC | 0.00% | New | 14,032 | $530K |
| Occudo Quantitative Strategies LP | 0.09% | New | 13,485 | $509K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,472 | $509K |
| PDT Partners, LLC | 0.04% | No change | 12,635 | $477K |
| Azzad Asset Management Inc. | 0.05% | Add +3.1% | 11,579 | $437K |
| M&T Bank Corp | 0.00% | New | 11,555 | $436K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -76.5% | 11,000 | $416K |
| Alps Advisors Inc. | 0.00% | New | 9,950 | $376K |
| US Bancorp \de | 0.00% | Add +68.6% | 9,896 | $374K |
| Norden Group LLC | 0.04% | New | 9,533 | $360K |
| Victory Capital Management Inc. | 0.00% | New | 9,236 | $349K |
| Virtu Financial LLC | 0.02% | New | 9,105 | $344K |
| Legato Capital Management LLC | 0.04% | New | 8,985 | $339K |
| Portside Wealth Group, LLC | 0.05% | New | 7,481 | $283K |
| Marshall Wace, LLP | 0.00% | Reduce -91.9% | 7,307 | $276K |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 6,654 | $251K |
| XTX Topco Ltd | 0.02% | New | 6,502 | $246K |
| Two Sigma Investments, LP | 0.00% | New | 5,908 | $223K |
| Atria Investments, Inc | 0.00% | New | 5,389 | $204K |
| RiverPark Advisors, LLC | 0.13% | Reduce -19.5% | 4,122 | $156K |
| Quantbot Technologies LP | 0.01% | Add +287.0% | 3,692 | $139K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -19.9% | 3,015 | $114K |
| UBS Group AG | 0.00% | Add +76.6% | 2,172 | $82K |
| nVerses Capital, LLC | 0.02% | New | 900 | $34K |
| First Horizon Advisors, Inc. | 0.00% | Add +105.6% | 405 | $15K |
| MCF Advisors LLC | 0.00% | Reduce -35.7% | 332 | $13K |
| Wolff Wiese Magana LLC | 0.00% | Add +52.2% | 70 | $3K |
| Cwm, LLC | 0.00% | Reduce -24.3% | 53 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 42 | $2K |
| Venturi Wealth Management, LLC | 0.00% | New | 37 | $1K |
"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.