Smith Douglas HomesSDHC
13F holders, Q4 2024 (December 31)70holders −4
8new positions
12sold out
4famous investors
$25.64avg. 13F price*
At the end of Q4 2024, 70 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, down 4 from Q3 2024. 8 opened new positions and 12 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($46.2M), Wasatch Advisors LP ($29.6M) and Wellington Management Group LLP ($23.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 12 | $10.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,447,727 shares bought and 1,596,948 shares sold, net −149,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -1.7% | 1,803,065 | $46.2M |
| Wasatch Advisors LP | 0.15% | Add +438.9% | 1,156,019 | $29.6M |
| Wellington Management Group LLP | 0.00% | Reduce -9.8% | 913,047 | $23.4M |
| Artisan Partners Limited Partnership | 0.03% | Add +4.6% | 813,082 | $20.8M |
| Beck Mack & Oliver LLC | 0.33% | Add +58.1% | 699,430 | $17.9M |
| Federated Hermes, Inc. | 0.03% | No change | 527,300 | $13.5M |
| Gilder Gagnon Howe & Co. LLC | 0.14% | Reduce -5.0% | 495,830 | $12.7M |
| Vanguard Group Inc. | 0.00% | No change | 452,897 | $11.6M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -0.5% | 435,796 | $11.2M |
| Thornburg Investment Management Inc. | 0.09% | Reduce -0.0% | 258,829 | $6.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.4% | 183,375 | $4.7M |
| Hood River Capital Management LLC | 0.06% | Reduce -82.0% | 162,622 | $4.2M |
| First Eagle Investment Management, LLC | 0.01% | Add +52.8% | 148,882 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 134,353 | $3.4M |
| BlackRock, Inc. | 0.00% | No change | 126,088 | $3.2M |
| Renaissance Technologies | 0.00% | Add +31.9% | 99,200 | $2.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 90,038 | $2.3M |
| Sei Investments Co. | 0.00% | Reduce -0.1% | 66,248 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 61,928 | $1.6M |
| Millennium Management | 0.00% | Add +50.0% | 56,459 | $1.4M |
| Ghisallo Capital Management LLC | 0.08% | Reduce -47.4% | 50,000 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -15.3% | 45,724 | $1.2M |
| Next Century Growth Investors LLC | 0.09% | Reduce -85.3% | 44,383 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -5.0% | 44,072 | $1.1M |
| Lincoln Capital Corp. | 0.45% | Reduce -1.0% | 43,057 | $1.1M |
| Prescott Group Capital Management, L.L.C. | 0.14% | No change | 40,344 | $1.0M |
| State Street Corp. | 0.00% | Add +13.4% | 34,812 | $893K |
| Peregrine Capital Management LLC | 0.02% | No change | 29,190 | $748K |
| First Trust Advisors LP | 0.00% | Reduce -10.1% | 27,918 | $716K |
| Two Sigma Investments, LP | 0.00% | Add +366.3% | 27,550 | $706K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.8% | 27,487 | $705K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 26,226 | $672K |
| Corton Capital Inc. | 0.37% | Add +61.8% | 25,229 | $647K |
| Moore Capital Management, LP | 0.01% | No change | 25,000 | $641K |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 24,635 | $632K |
| Jane Street Group, LLC | 0.00% | Add +69.9% | 23,837 | $611K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.7% | 22,469 | $576K |
| Bank of America Corp. | 0.00% | Reduce -51.6% | 18,767 | $481K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 17,804 | $456K |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 17,754 | $455K |
| Citadel Advisors | 0.00% | Reduce -41.4% | 14,550 | $373K |
| Bank of New York Mellon Corp | 0.00% | New | 12,791 | $328K |
| PDT Partners, LLC | 0.03% | Add +0.0% | 12,639 | $324K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,624 | $324K |
| UBS Group AG | 0.00% | Add +477.6% | 12,545 | $322K |
| Morgan Stanley | 0.00% | Reduce -39.9% | 12,332 | $316K |
| Azzad Asset Management Inc. | 0.06% | Add +0.4% | 11,622 | $298K |
| M&T Bank Corp | 0.00% | Reduce -12.1% | 10,153 | $260K |
| Alps Advisors Inc. | 0.00% | Reduce -2.0% | 9,750 | $250K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 9,713 | $249K |
| Yorktown Management & Research Co Inc | 0.23% | New | 9,200 | $236K |
| Norden Group LLC | 0.03% | Reduce -5.7% | 8,989 | $230K |
| Trexquant Investment LP | 0.00% | New | 8,504 | $218K |
| Virtu Financial LLC | 0.01% | Reduce -11.6% | 8,045 | $206K |
| Victory Capital Management Inc. | 0.00% | Reduce -13.5% | 7,989 | $205K |
| Royal Bank of Canada | 0.00% | Add +10.5% | 7,354 | $189K |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.8% | 5,662 | $145K |
| Quantbot Technologies LP | 0.00% | Reduce -10.8% | 3,294 | $84K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.7% | 2,633 | $68K |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.5% | 1,818 | $47K |
| Arcadia Investment Management Corp. | 0.00% | New | 1,038 | $27K |
| RiverPark Advisors, LLC | 0.01% | Reduce -87.0% | 538 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 405 | $10K |
| Global Retirement Partners, LLC | 0.00% | New | 154 | $4K |
| FMR LLC | 0.00% | New | 78 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $2K |
| MCF Advisors LLC | 0.00% | Reduce -85.8% | 47 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 42 | $1K |
| Cwm, LLC | 0.00% | No change | 53 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 3 | $77 |
"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.