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MORGAN STANLEY

Position in SDHC — Smith Douglas Homes Corp.

CIK 895421 NEW YORK, NY

Position in SDHC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$509,633
+$377,692 QoQ
Shares Held
32,795
+218.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 62 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in SDHC Over Time

Shares Held

Position Value (USD)

Position in Real Estate - Development

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $70,416,051 across 12 Real Estate - Development names. SDHC ranks #5 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SDHC
Smith Douglas Homes Corp.
This page
32,795 $509,633
8
10,780 $51,851

All Filings in SDHC

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $509,633 32,795
2026-03-31 $131,941 10,308
2025-12-31 $203,753 12,150
2025-09-30 $177,783 10,067
2025-06-30 $169,827 8,745
2025-03-31 $420,440 21,539
2024-12-31 $316,192 12,332
2024-09-30 $775,697 20,532
2024-06-30 $100,884 4,315
2024-03-31 $225,036 7,577