SDHC · Smith Douglas Homes Corp. · Holdings

$10.04 -0.21 (-2.05%) At close · Sep 18

Market Cap

$510.32M

50.83M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 62

Total Value: $109,253,730

Total Shares: 7,030,487

Institutional Ownership Trend

10 quarters

Superinvestors Holding SDHC

All superinvestors →

Ruane Cunniff $423,853

Holder Concentration

Across 62 13F filers · Δ vs Mar 31, 2026

Top Holder

20.4%

+2.1 pts

Top 5

62.5%

−0.9 pts

Top 10

81.1%

−2.0 pts

HHI

980

Broadly held−12

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: +8.9%

Shares held: -10.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega D. E. Shaw & Co., Inc.	+64,560	142,986
Large MARSHALL WACE, LLP	+61,989	163,864
Mega BlackRock, Inc.	+49,230	208,862
Large Trexquant Investment LP	+40,629	56,477
Mega MORGAN STANLEY	+22,487	32,795

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	−366,939	974,282
Mega WELLINGTON MANAGEMENT GROUP LLP	−136,171	622,625
Large WASATCH ADVISORS LP	−55,532	531,223
Mega VANGUARD CAPITAL MANAGEMENT LLC	−31,816	364,949
Mega CITADEL ADVISORS LLC	−27,385	25,414

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Verition Fund Management LLC	32,000	$497,280
Mid XTX Topco Ltd	25,924	$402,858
Large TUDOR INVESTMENT CORP ET AL	21,303	$331,048
Mid GSA CAPITAL PARTNERS LLP	18,100	$281,274
Mid Susquehanna Portfolio Strategies, LLC	17,488	$271,763

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/	322,166	$4,123,724
Large FEDERATED HERMES, INC.	258,900	$3,313,920
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	25,006	$320,076
Small AXQ CAPITAL, LP	15,437	$197,593
Small VARCOV Co.	14,258	$182,502

Filter: New 15 Increased 21 Reduced 19 Sold out 11 Unchanged 7

Showing 62 of 62

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Conifer Management, L.L.C.

$22,274,259

20.39%

1,433,350

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$15,140,341

13.86%

974,282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtus Investment Advisers, LLC	496,559	$7,716,526	51.0%	Defined
Held directly	477,723	$7,423,815	49.0%	Sole

BECK MACK & OLIVER LLC

$12,976,910

11.88%

835,065

WELLINGTON MANAGEMENT GROUP LLP

$9,675,591

8.86%

622,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	360,188	$5,597,321	57.8%	Defined
Wellington Management Singapore Pte. Ltd.	80,047	$1,243,930	12.9%	Defined
Wellington Trust Company, NA joint	182,390	$2,834,340	29.3%	Defined

WASATCH ADVISORS LP

$8,255,205

7.56%

531,223

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	531,223	$8,255,205	100.0%	Sole

First Eagle Investment Management, LLC

$6,282,417

5.75%

404,274

VANGUARD CAPITAL MANAGEMENT LLC

$5,671,307

5.19%

364,949

BlackRock, Inc.

$3,245,714

2.97%

208,862

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	72,042	$1,119,532	34.5%	Sole
BlackRock Institutional Trust Company, N.A.	136,820	$2,126,182	65.5%	Sole

MARSHALL WACE, LLP

$2,546,446

2.33%

163,864

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	163,864	$2,546,446	100.0%	Other

GILDER GAGNON HOWE & CO LLC

$2,506,710

2.29%

161,307

D. E. Shaw & Co., Inc.

$2,222,002

2.03%

142,986

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	142,986	$2,222,002	100.0%	Defined

WELLS FARGO & COMPANY/MN

$1,826,073

1.67%

117,508

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	34,121	$530,240	29.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	83,387	$1,295,833	71.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$1,602,888

1.47%

103,146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	20,488	$318,383	19.9%	Defined
Held directly	82,658	$1,284,505	80.1%	Defined

JANE STREET GROUP, LLC

$1,316,781

1.21%

84,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	60,304	$937,124	71.2%	Defined
Jane Street Global Trading, LLC	24,431	$379,657	28.8%	Defined

Trexquant Investment LP

$877,652

0.80%

56,477

VANGUARD FIDUCIARY TRUST CO

$839,843

0.77%

54,044

JPMORGAN CHASE & CO

$798,382

0.73%

51,376

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	98	$1,522	0.2%	Defined
J.P. Morgan Securities LLC	51,278	$796,860	99.8%	Defined

UBS Group AG

$740,045

0.68%

47,622

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	407	$6,324	0.9%	Defined
UBS AG	47,215	$733,721	99.1%	Defined

GOLDMAN SACHS GROUP INC

$724,443

0.66%

46,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	46,618	$724,443	100.0%	Defined

STATE STREET CORP

$717,575

0.66%

46,176

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	46,176	$717,575	100.0%	Defined

Quent Capital, LLC

$699,300

0.64%

45,000

DIMENSIONAL FUND ADVISORS LP

$672,306

0.62%

43,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Ireland Ltd	72	$1,118	0.2%	Defined
Held directly	43,191	$671,188	99.8%	Sole

MORGAN STANLEY

$509,633

0.47%

32,795

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	30,953	$481,009	94.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,741	$27,055	5.3%	Defined
Morgan Stanley Bank, N.A.	88	$1,367	0.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13	$202	0.0%	Defined

Verition Fund Management LLC

$497,280

0.46%

32,000

Squarepoint Ops LLC

$494,451

0.45%

31,818

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	31,818	$494,451	100.0%	Defined

HSBC HOLDINGS PLC

$430,597

0.39%

27,709

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	27,709	$430,597	100.0%	Defined

Ruane, Cunniff & Goldfarb L.P.

$423,853

0.39%

27,275

SEI INVESTMENTS CO

$410,582

0.38%

26,421

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	26,421	$410,582	100.0%	Sole

XTX Topco Ltd

$402,858

0.37%

25,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	25,924	$402,858	100.0%	Defined

CITADEL ADVISORS LLC

$394,933

0.36%

25,414

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	17,093	$265,625	67.3%	Defined
Held directly	8,321	$129,308	32.7%	Defined

ENVESTNET ASSET MANAGEMENT INC

$350,831

0.32%

22,576

FULLER & THALER ASSET MANAGEMENT, INC.

$343,589

0.31%

22,110

TUDOR INVESTMENT CORP ET AL

$331,048

0.30%

21,303

NORTHERN TRUST CORP

$290,100

0.27%

18,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	18,668	$290,100	100.0%	Defined

Daiwa Securities Group Inc.

$287,101

0.26%

18,475

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Daiwa Asset Management Co. Ltd	18,475	$287,101	100.0%	Other

GSA CAPITAL PARTNERS LLP

$281,274

0.26%

18,100

Susquehanna Portfolio Strategies, LLC

$271,763

0.25%

17,488

MILLENNIUM MANAGEMENT LLC

$258,741

0.24%

16,650

OCCUDO QUANTITATIVE STRATEGIES LP

$234,514

0.21%

15,091

R Squared Ltd

$217,218

0.20%

13,978

PRICE T ROWE ASSOCIATES INC /MD/

$191,142

0.17%

12,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	12,300	$191,142	100.0%	Defined

Graham Capital Management, L.P.

$187,598

0.17%

12,072

STIFEL FINANCIAL CORP

$162,936

0.15%

10,485

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	10,485	$162,936	100.0%	Defined

HRT FINANCIAL LP

$159,316

0.15%

10,252

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$156,347

0.14%

10,061

BARCLAYS PLC

$119,859

0.11%

7,713

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	7,572	$117,668	98.2%	Defined
BARCLAYS CAPITAL INC.	141	$2,191	1.8%	Defined

US BANCORP \DE\

$86,790

0.08%

5,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	5,585	$86,790	100.0%	Defined

Vanguard Global Advisers, LLC

$56,954

0.05%

3,665

BNP PARIBAS ARBITRAGE, SA

$56,472

0.05%

3,634

FIFTH THIRD BANCORP

$8,360

0.01%

538

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	538	$8,360	100.0%	Defined

FMR LLC

$6,417

0.01%

413

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	278	$4,320	67.3%	Defined
STRATEGIC ADVISERS LLC	135	$2,097	32.7%	Defined

JONES FINANCIAL COMPANIES LLLP

$6,340

0.01%

408

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	408	$6,340	100.0%	Sole

Persistent Asset Partners Ltd

$4,133

0.00%

266

Rockefeller Capital Management L.P.

$2,175

0.00%

140

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	140	$2,175	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$1,895

0.00%

122

WOLFF WIESE MAGANA LLC

$1,398

0.00%

ROYAL BANK OF CANADA

$1,024

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	55	$854	83.4%	Defined
Held directly	11	$170	16.6%	Sole

Buck Wealth Strategies, LLC

$808

0.00%

OSAIC HOLDINGS, INC.

$621

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	40	$621	100.0%	Defined

Avion Wealth

$559

0.00%

Caitong International Asset Management Co., Ltd

$15

0.00%

Kingdom Financial Group LLC.

$15

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP	258,900	$3,313,920	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLINGTON SMALL CAP EQUITY	25,006	$320,076	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	9,178	$117,478	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	144	$1,843	96.6%	Sole
Fidelity Institutional Asset Management Trust Co	5	$64	3.4%	Sole

Key facts CIK 1982518 CUSIP 83207R107 13F (30d) 2 filings 2 filers Visit website Investor relations