Smith Douglas HomesSDHC
13F holders, Q2 2025 (June 30)55holders
11new positions
11sold out
2famous investors
$19.42avg. 13F price*
At the end of Q2 2025, 55 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, unchanged from Q1 2025. 11 opened new positions and 11 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($31.1M), Wasatch Advisors LP ($24.8M) and Wellington Management Group LLP ($23.1M). 2 famous investors held it, including 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $25.7M |
| Exits | 11 | $22.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,473,224 shares bought and 1,732,982 shares sold, net −259,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -10.8% | 1,603,636 | $31.1M |
| Wasatch Advisors LP | 0.13% | Add +4.3% | 1,279,357 | $24.8M |
| Wellington Management Group LLP | 0.00% | Reduce -1.7% | 1,190,529 | $23.1M |
| Beck Mack & Oliver LLC | 0.31% | Reduce -0.6% | 835,685 | $16.2M |
| 12 West Capital Management LP | 1.50% | New | 732,351 | $14.2M |
| Massachusetts Financial Services Co. | 0.00% | Add +11.8% | 543,664 | $10.6M |
| Federated Hermes, Inc. | 0.02% | No change | 527,300 | $10.2M |
| Conifer Management, L.L.C. | 1.26% | New | 500,000 | $9.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 447,109 | $8.7M |
| First Eagle Investment Management, LLC | 0.01% | Add +1.7% | 240,382 | $4.7M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -47.9% | 229,808 | $4.5M |
| Thornburg Investment Management Inc. | 0.06% | Reduce -8.1% | 224,457 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 135,901 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +4.9% | 132,067 | $2.6M |
| Geode Capital Management, LLC | 0.00% | Add +8.8% | 101,896 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -22.8% | 55,040 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 51,161 | $994K |
| Ghisallo Capital Management LLC | 0.03% | No change | 50,000 | $971K |
| State Street Corp. | 0.00% | Add +7.6% | 41,212 | $800K |
| Covey Capital Advisors, LLC | 0.76% | New | 36,300 | $705K |
| Marshall Wace, LLP | 0.00% | New | 33,179 | $644K |
| UBS Group AG | 0.00% | Add +37.3% | 31,627 | $614K |
| D. E. Shaw & Co. | 0.00% | No change | 29,768 | $578K |
| First Trust Advisors LP | 0.00% | Add +5.8% | 29,025 | $564K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 26,226 | $509K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -7.6% | 24,287 | $472K |
| Millennium Management | 0.00% | Reduce -54.8% | 22,292 | $433K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.0% | 21,925 | $426K |
| Corton Capital Inc. | 0.47% | Add +41.0% | 20,752 | $403K |
| Peregrine Capital Management LLC | 0.01% | Reduce -30.5% | 20,288 | $394K |
| Northern Trust Corp. | 0.00% | Add +0.3% | 17,739 | $344K |
| Stifel Financial Corp. | 0.00% | Reduce -15.9% | 16,755 | $325K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -41.2% | 14,389 | $279K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 14,030 | $272K |
| Bank of New York Mellon Corp | 0.00% | Add +4.7% | 13,184 | $256K |
| Azzad Asset Management Inc. | 0.02% | No change | 11,892 | $231K |
| M&T Bank Corp | 0.00% | No change | 11,001 | $213K |
| Morgan Stanley | 0.00% | Reduce -59.4% | 8,745 | $170K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 6,413 | $125K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4,627 | $90K |
| Royal Bank of Canada | 0.00% | Add +271.0% | 2,200 | $43K |
| Raymond James Financial Inc. | 0.00% | New | 1,743 | $34K |
| Bank of America Corp. | 0.00% | Reduce -90.7% | 1,529 | $30K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +67.7% | 540 | $10K |
| Comerica Bank | 0.00% | No change | 430 | $8K |
| First Horizon Advisors, Inc. | 0.00% | No change | 405 | $8K |
| Fortitude Family Office, LLC | 0.00% | New | 229 | $4K |
| FMR LLC | 0.00% | Add +176.9% | 216 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +30.0% | 130 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 75 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $1K |
| Cwm, LLC | 0.00% | Reduce -37.7% | 33 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 27 | $524 |
| Rise Advisors, LLC | 0.00% | New | 26 | $505 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 15 | $292 |
"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.