Smith Douglas HomesSDHC
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 55 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, down 15 from Q4 2024. 6 opened new positions and 21 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($35.1M), Wasatch Advisors LP ($23.9M) and Wellington Management Group LLP ($23.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 21 | $10.8M |
All 13F filers, Q4 2024 → Q1 2025: 762,224 shares bought and 644,041 shares sold, net +118,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Reduce -0.3% | 1,797,091 | $35.1M |
| Wasatch Advisors LP | 0.13% | Add +6.0% | 1,225,999 | $23.9M |
| Wellington Management Group LLP | 0.00% | Add +32.7% | 1,211,274 | $23.6M |
| Beck Mack & Oliver LLC | 0.33% | Add +20.2% | 840,975 | $16.4M |
| Artisan Partners Limited Partnership | 0.03% | Reduce -1.8% | 798,263 | $15.6M |
| Federated Hermes, Inc. | 0.02% | No change | 527,300 | $10.3M |
| Massachusetts Financial Services Co. | 0.00% | Add +11.6% | 486,509 | $9.5M |
| Vanguard Group Inc. | 0.00% | No change | 452,897 | $8.8M |
| Gilder Gagnon Howe & Co. LLC | 0.11% | Reduce -11.1% | 440,876 | $8.6M |
| Thornburg Investment Management Inc. | 0.07% | Reduce -5.7% | 244,213 | $4.8M |
| First Eagle Investment Management, LLC | 0.01% | Add +58.8% | 236,382 | $4.6M |
| New York State Common Retirement Fund | 0.01% | Add +0.9% | 185,119 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 136,988 | $2.7M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 125,895 | $2.5M |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 93,695 | $1.8M |
| Sei Investments Co. | 0.00% | Add +7.5% | 71,249 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 59,093 | $1.2M |
| Ghisallo Capital Management LLC | 0.09% | No change | 50,000 | $976K |
| Millennium Management | 0.00% | Reduce -12.7% | 49,306 | $962K |
| Townsquare Capital LLC | 0.01% | Reduce -11.0% | 39,213 | $765K |
| State Street Corp. | 0.00% | Add +10.1% | 38,312 | $748K |
| Renaissance Technologies | 0.00% | Reduce -64.4% | 35,300 | $689K |
| Prescott Group Capital Management, L.L.C. | 0.10% | Reduce -16.8% | 33,562 | $655K |
| D. E. Shaw & Co. | 0.00% | Reduce -34.9% | 29,768 | $581K |
| Peregrine Capital Management LLC | 0.02% | No change | 29,190 | $570K |
| First Trust Advisors LP | 0.00% | Reduce -1.7% | 27,442 | $536K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -4.4% | 26,287 | $513K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 26,226 | $512K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 24,466 | $478K |
| Neuberger Berman Group LLC | 0.00% | Add +3.9% | 23,337 | $456K |
| UBS Group AG | 0.00% | Add +83.6% | 23,028 | $450K |
| Morgan Stanley | 0.00% | Add +74.7% | 21,539 | $420K |
| Balyasny Asset Management L.P. | 0.00% | New | 20,009 | $391K |
| Stifel Financial Corp. | 0.00% | Reduce -19.1% | 19,921 | $389K |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 17,692 | $345K |
| Bank of America Corp. | 0.00% | Reduce -12.4% | 16,444 | $321K |
| Trexquant Investment LP | 0.00% | Add +93.1% | 16,420 | $321K |
| Cohen & Steers, Inc. | 0.00% | New | 15,000 | $293K |
| Corton Capital Inc. | 0.95% | Reduce -41.7% | 14,716 | $287K |
| Victory Capital Management Inc. | 0.00% | Add +80.2% | 14,395 | $281K |
| PDT Partners, LLC | 0.02% | Add +10.7% | 13,988 | $273K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 12,591 | $246K |
| Azzad Asset Management Inc. | 0.03% | Add +2.3% | 11,892 | $232K |
| M&T Bank Corp | 0.00% | Add +8.3% | 11,001 | $215K |
| US Bancorp \de | 0.00% | Reduce -33.6% | 6,445 | $126K |
| Royal Bank of Canada | 0.00% | Reduce -91.9% | 593 | $12K |
| Comerica Bank | 0.00% | New | 430 | $8K |
| First Horizon Advisors, Inc. | 0.00% | No change | 405 | $8K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +10633.3% | 322 | $6K |
| Osaic Holdings, Inc. | 0.00% | New | 100 | $2K |
| FMR LLC | 0.00% | No change | 78 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $1K |
| Cwm, LLC | 0.00% | No change | 53 | $1K |
| Brooklyn Investment Group | 0.00% | New | 51 | $996 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 15 | $293 |
"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.