Smith Douglas HomesSDHC
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 52 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, down 3 from Q2 2025. 10 opened new positions and 11 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($22.1M), Wasatch Advisors LP ($20.8M) and Wellington Management Group LLP ($20.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.1M |
| Exits | 11 | $6.1M |
All 13F filers, Q2 2025 → Q3 2025: 664,087 shares bought and 1,103,077 shares sold, net −438,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -21.9% | 1,252,081 | $22.1M |
| Wasatch Advisors LP | 0.11% | Reduce -8.0% | 1,177,332 | $20.8M |
| Wellington Management Group LLP | 0.00% | Reduce -3.2% | 1,151,977 | $20.3M |
| Conifer Management, L.L.C. | 2.38% | Add +70.3% | 851,556 | $15.0M |
| Beck Mack & Oliver LLC | 0.26% | Reduce -2.7% | 812,842 | $14.4M |
| 12 West Capital Management LP | 0.98% | Reduce -26.9% | 535,140 | $9.5M |
| Federated Hermes, Inc. | 0.02% | No change | 527,300 | $9.3M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -3.5% | 524,897 | $9.3M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 450,993 | $8.0M |
| First Eagle Investment Management, LLC | 0.01% | Add +38.0% | 331,674 | $5.9M |
| Gilder Gagnon Howe & Co. LLC | 0.04% | Reduce -0.9% | 227,780 | $4.0M |
| BlackRock, Inc. | 0.00% | Add +16.4% | 153,762 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 122,406 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 103,016 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 81,680 | $1.4M |
| Sei Investments Co. | 0.00% | No change | 55,040 | $972K |
| Ghisallo Capital Management LLC | 0.03% | No change | 50,000 | $883K |
| State Street Corp. | 0.00% | No change | 41,212 | $728K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.1% | 40,363 | $713K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Add +26.8% | 33,251 | $587K |
| D. E. Shaw & Co. | 0.00% | No change | 29,768 | $526K |
| Marshall Wace, LLP | 0.00% | Reduce -17.9% | 27,229 | $481K |
| UBS Group AG | 0.00% | Reduce -17.4% | 26,132 | $461K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -8.2% | 22,287 | $394K |
| Millennium Management | 0.00% | Reduce -1.2% | 22,023 | $389K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +56.8% | 21,995 | $388K |
| Peregrine Capital Management LLC | 0.01% | No change | 20,288 | $358K |
| Victory Capital Management Inc. | 0.00% | New | 19,567 | $346K |
| Trexquant Investment LP | 0.00% | New | 17,849 | $315K |
| Northern Trust Corp. | 0.00% | No change | 17,739 | $313K |
| Stifel Financial Corp. | 0.00% | Reduce -13.7% | 14,454 | $255K |
| Neuberger Berman Group LLC | 0.00% | Reduce -40.2% | 13,110 | $232K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 12,968 | $229K |
| Ruane, Cunniff & Goldfarb L.P. | 0.00% | New | 12,209 | $216K |
| XTX Topco Ltd | 0.01% | New | 12,177 | $215K |
| Inspire Advisors, LLC | 0.02% | New | 12,111 | $214K |
| AlphaQuest LLC | 0.01% | New | 11,026 | $195K |
| Gsa Capital Partners LLP | 0.02% | New | 10,644 | $188K |
| Morgan Stanley | 0.00% | Add +15.1% | 10,067 | $178K |
| US Bancorp \de | 0.00% | Reduce -9.8% | 5,788 | $102K |
| Bank of America Corp. | 0.00% | Add +5.6% | 1,615 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.1% | 550 | $10K |
| FMR LLC | 0.00% | Add +123.6% | 483 | $9K |
| Comerica Bank | 0.00% | No change | 430 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +233.3% | 250 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 247 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 229 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +29.2% | 168 | $3K |
| Fifth Third Bancorp | 0.00% | New | 152 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 70 | $1K |
| Cwm, LLC | 0.00% | No change | 33 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -99.5% | 12 | $0 |
"% of holder's portfolio" is SDHC's weight in each manager's 13F, not the share of Smith Douglas Homes Corp. the manager owns.