Smith Douglas HomesSDHC
13F holders, Q4 2025 (December 31)46holders −6
9new positions
17sold out
1famous investor
$16.77avg. 13F price*
At the end of Q4 2025, 46 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, down 6 from Q3 2025. 9 opened new positions and 17 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($24.6M), Conifer Management, L.L.C. ($24.0M) and Wasatch Advisors LP ($21.0M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $696K |
| Exits | 17 | $14.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,054,957 shares bought and 864,879 shares sold, net +190,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Add +17.3% | 1,469,003 | $24.6M |
| Conifer Management, L.L.C. | 3.98% | Add +68.3% | 1,433,350 | $24.0M |
| Wasatch Advisors LP | 0.12% | Add +6.2% | 1,249,857 | $21.0M |
| Wellington Management Group LLP | 0.00% | Add +2.2% | 1,176,973 | $19.7M |
| Beck Mack & Oliver LLC | 0.25% | Add +0.4% | 816,447 | $13.7M |
| Federated Hermes, Inc. | 0.01% | No change | 527,300 | $8.8M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -3.5% | 506,688 | $8.5M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 452,631 | $7.6M |
| First Eagle Investment Management, LLC | 0.01% | Add +14.2% | 378,774 | $6.4M |
| Gilder Gagnon Howe & Co. LLC | 0.04% | Reduce -2.8% | 221,324 | $3.7M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 158,370 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 128,597 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 104,422 | $1.8M |
| Sei Investments Co. | 0.00% | Add +18.0% | 64,930 | $1.1M |
| UBS Group AG | 0.00% | Add +87.7% | 49,047 | $823K |
| State Street Corp. | 0.00% | Add +2.7% | 42,312 | $710K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Add +13.9% | 37,859 | $635K |
| D. E. Shaw & Co. | 0.00% | Add +11.7% | 33,250 | $558K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.6% | 28,799 | $483K |
| Daiwa Securities Group Inc. | 0.00% | Add +19.6% | 26,664 | $447K |
| Quent Capital, LLC | 0.03% | New | 23,000 | $386K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 21,995 | $369K |
| Victory Capital Management Inc. | 0.00% | Add +11.3% | 21,777 | $365K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 17,646 | $296K |
| Stifel Financial Corp. | 0.00% | Reduce -9.0% | 13,157 | $221K |
| Ruane, Cunniff & Goldfarb L.P. | 0.00% | No change | 12,209 | $205K |
| Morgan Stanley | 0.00% | Add +20.7% | 12,150 | $204K |
| VARCOV Co. | 0.08% | — | 11,954 | $200K |
| T. Rowe Price Associates Inc. | 0.00% | New | 10,800 | $182K |
| BNP Paribas Financial Markets | 0.00% | New | 7,040 | $118K |
| US Bancorp \de | 0.00% | Add +10.8% | 6,415 | $108K |
| Bank of America Corp. | 0.00% | Add +73.9% | 2,809 | $47K |
| FMR LLC | 0.00% | Add +46.6% | 708 | $12K |
| AlphaQuest LLC | 0.00% | Reduce -94.3% | 631 | $11K |
| Citigroup Inc. | 0.00% | New | 415 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 250 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 151 | $3K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.6% | 130 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Add +28.6% | 90 | $2K |
| Cwm, LLC | 0.00% | No change | 33 | $1K |
| Optima Capital LLC | 0.00% | New | 28 | $470 |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 4 | $68 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 4 | $67 |
| Arax Advisory Partners | 0.00% | New | 2 | $34 |
| Kingdom Financial Group LLC. | 0.00% | New | 1 | $12 |
| Royal Bank of Canada | 0.00% | No change | 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.