Smith Douglas HomesSDHC
13F holders, Q1 2026 (March 31)58holders +12
18new positions
7sold out
2famous investors
$12.80avg. 13F price*
At the end of Q1 2026, 58 institutions reported holding Smith Douglas Homes Corp. (SDHC) in their 13F filings, up 12 from Q4 2025. 18 opened new positions and 7 sold out. The largest holders were Conifer Management, L.L.C. ($18.3M), Kayne Anderson Rudnick Investment Management LLC ($17.2M) and Beck Mack & Oliver LLC ($10.9M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Smith Douglas Homes Corp.
- CUSIP
- 83207R107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.4M |
| Exits | 7 | $422K |
All 13F filers, Q4 2025 → Q1 2026: 535,222 shares bought and 1,764,691 shares sold, net −1,229,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Conifer Management, L.L.C. | 3.50% | No change | 1,433,350 | $18.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -8.7% | 1,341,221 | $17.2M |
| Beck Mack & Oliver LLC | 0.22% | Add +4.2% | 850,593 | $10.9M |
| Wellington Management Group LLP | 0.00% | Reduce -35.5% | 758,796 | $9.7M |
| Wasatch Advisors LP | 0.05% | Reduce -53.0% | 586,755 | $7.5M |
| Vanguard Capital Management LLC | 0.00% | — | 396,765 | $5.1M |
| First Eagle Investment Management, LLC | 0.01% | Add +1.6% | 384,774 | $4.9M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -36.4% | 322,166 | $4.1M |
| Federated Hermes, Inc. | 0.01% | Reduce -50.9% | 258,900 | $3.3M |
| Gilder Gagnon Howe & Co. LLC | 0.03% | Reduce -17.4% | 182,700 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 159,632 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 125,384 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 108,496 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 101,875 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 82,176 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +135.9% | 78,426 | $1.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 53,680 | $687K |
| Sei Investments Co. | 0.00% | Reduce -18.3% | 53,068 | $679K |
| Citadel Advisors | 0.00% | New | 52,799 | $676K |
| UBS Group AG | 0.00% | Reduce -1.6% | 48,269 | $618K |
| State Street Corp. | 0.00% | Add +1.9% | 43,112 | $552K |
| Goldman Sachs Group Inc. | 0.00% | New | 30,684 | $393K |
| JPMorgan Chase & Co. | 0.00% | New | 31,559 | $384K |
| Quent Capital, LLC | 0.03% | Add +30.4% | 30,000 | $384K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 29,053 | $372K |
| Dimensional Fund Advisors LP | 0.00% | New | 25,299 | $324K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -34.0% | 25,006 | $320K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -9.0% | 24,264 | $311K |
| Squarepoint Ops LLC | 0.00% | New | 23,212 | $297K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +1.4% | 22,295 | $285K |
| HRT Financial LP | 0.00% | New | 21,042 | $269K |
| Northern Trust Corp. | 0.00% | No change | 17,646 | $226K |
| Trexquant Investment LP | 0.00% | New | 15,848 | $203K |
| Stifel Financial Corp. | 0.00% | Add +19.6% | 15,740 | $201K |
| Axq Capital, LP | 0.03% | New | 15,437 | $198K |
| Ruane, Cunniff & Goldfarb L.P. | 0.00% | Add +18.7% | 14,490 | $185K |
| VARCOV Co. | 0.07% | Add +19.3% | 14,258 | $183K |
| HSBC Holdings PLC | 0.00% | New | 13,312 | $168K |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.9% | 12,300 | $158K |
| Morgan Stanley | 0.00% | Reduce -15.2% | 10,308 | $132K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 9,178 | $117K |
| Barclays PLC | 0.00% | New | 4,105 | $53K |
| US Bancorp \de | 0.00% | Reduce -37.6% | 4,000 | $51K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.1% | 3,934 | $50K |
| Vanguard Global Advisers, LLC | 0.00% | — | 3,665 | $47K |
| Fifth Third Bancorp | 0.00% | New | 538 | $7K |
| Royal Bank of Canada | 0.00% | Add +2650.0% | 330 | $4K |
| FMR LLC | 0.00% | Reduce -57.5% | 301 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 250 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 149 | $2K |
| Osaic Holdings, Inc. | 0.00% | Add +3.9% | 135 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 90 | $1K |
| Cwm, LLC | 0.00% | Reduce -66.7% | 11 | $141 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 4 | $52 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $13 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $9 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $9 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 4 | $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.