SDHC · Smith Douglas Homes Corp.

$15.55 +0.31 (+2.03%) At close · Aug 5 Earnings today

Market Cap

$789.68M

50.78M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Pick a completed quarter in the Quarter selector below to see a single quarter with position changes.

Quarter:

Holders: 58

Total Value: $97,777,630

Total Shares: 7,484,981

Institutional Ownership Trend

10 quarters

Superinvestors Holding SDHC

All superinvestors →

Ruane Cunniff $185,472

Holder Concentration

Across 58 13F filers

Top Holder

18.4%

of institutional value

Top 5

63.9%

of institutional value

Top 10

83.7%

of institutional value

HHI

1,008

Broadly held

Showing 58 of 58

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Small Conifer Management, L.L.C.

$18,346,880

18.76%

1,433,350

Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$17,167,628

17.56%

1,341,221

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

Manager	Shares	Value (USD)	% of position	Discretion
Virtus Investment Advisors, LLC	808,559	$10,349,555	60.3%	Defined
Held directly	532,662	$6,818,073	39.7%	Sole

Mid BECK MACK & OLIVER LLC

$10,887,590

11.14%

850,593

Mega WELLINGTON MANAGEMENT GROUP LLP

$9,712,588

9.93%

758,796

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	529,180	$6,773,504	69.7%	Defined
Wellington Management Singapore Pte. Ltd.	66,667	$853,337	8.8%	Defined
Wellington Management International Ltd	13,380	$171,264	1.8%	Defined
Wellington Trust Company, NA joint	149,569	$1,914,483	19.7%	Defined

Large WASATCH ADVISORS LP

$8,255,205

8.44%

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

Large First Eagle Investment Management, LLC

$6,282,417

6.43%

404,274

Mega VANGUARD CAPITAL MANAGEMENT LLC

$5,078,592

5.19%

396,765

Large FEDERATED HERMES, INC.

$3,313,920

3.39%

258,900

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

Mid GILDER GAGNON HOWE & CO LLC

$2,338,560

2.39%

182,700

Mega BlackRock, Inc.

$2,043,289

2.09%

159,632

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	30,497	$390,361	19.1%	Sole
BlackRock Institutional Trust Company, N.A.	129,135	$1,652,928	80.9%	Sole

Mega WELLS FARGO & COMPANY/MN

$1,604,915

1.64%

125,384

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	32,404	$414,771	25.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	92,980	$1,190,144	74.2%	Defined

Mega GEODE CAPITAL MANAGEMENT, LLC

$1,388,748

1.42%

108,496

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	20,240	$259,072	18.7%	Defined
Held directly	88,256	$1,129,676	81.3%	Defined

Large MARSHALL WACE, LLP

$1,303,999

1.33%

101,875

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	86,129	$1,102,451	84.5%	Other
Marshall Wace Middle East Ltd	15,746	$201,548	15.5%	Other

Mega JANE STREET GROUP, LLC

$1,051,852

1.08%

82,176

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	58,818	$752,870	71.6%	Defined
Jane Street Global Trading, LLC	23,358	$298,982	28.4%	Defined

Mega D. E. Shaw & Co., Inc.

$1,003,852

1.03%

78,426

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.	78,426	$1,003,852	100.0%	Defined

Mega VANGUARD FIDUCIARY TRUST CO Bank

$687,104

0.70%

53,680

Large SEI INVESTMENTS CO

$679,270

0.69%

53,068

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

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	53,068	$679,270	100.0%	Sole

Mega CITADEL ADVISORS LLC

$675,827

0.69%

52,799

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	52,799	$675,827	100.0%	Defined

Mega UBS Group AG

$617,842

0.63%

48,269

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	$5,209	0.8%	Defined
UBS AG	47,163	$603,686	97.7%	Defined
UBS Securities LLC	699	$8,947	1.4%	Defined

Mega STATE STREET CORP

$551,833

0.56%

43,112

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

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	43,112	$551,833	100.0%	Defined

Mega JPMORGAN CHASE & CO

$403,955

0.41%

31,559

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

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	31,559	$403,955	100.0%	Defined

Mega GOLDMAN SACHS GROUP INC

$392,755

0.40%

30,684

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	30,684	$392,755	100.0%	Defined

Small Quent Capital, LLC

$384,000

0.39%

30,000

Mega ENVESTNET ASSET MANAGEMENT INC

$350,831

0.36%

22,576

Mega DIMENSIONAL FUND ADVISORS LP

$323,826

0.33%

25,299

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	$921	0.3%	Defined
Held directly	25,227	$322,905	99.7%	Sole

Large Squarepoint Ops LLC

$297,113

0.30%

23,212

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

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	23,212	$297,113	100.0%	Defined

Large Daiwa Securities Group Inc. Broker-Dealer

$287,101

0.29%

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

Large FULLER & THALER ASSET MANAGEMENT, INC.

$285,376

0.29%

22,295

Mega NORTHERN TRUST CORP Bank

$225,868

0.23%

17,646

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	17,646	$225,868	100.0%	Defined

Small R Squared Ltd

$217,218

0.22%

13,978

Large Trexquant Investment LP

$202,854

0.21%

15,848

Large STIFEL FINANCIAL CORP

$201,472

0.21%

15,740

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\	15,740	$201,472	100.0%	Defined

Small AXQ CAPITAL, LP

$197,593

0.20%

15,437

Mid Ruane, Cunniff & Goldfarb L.P.

$185,472

0.19%

14,490

Small VARCOV Co.

$182,502

0.19%

14,258

Mega HSBC HOLDINGS PLC

$170,393

0.17%

13,312

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

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	13,312	$170,393	100.0%	Defined

Mega MORGAN STANLEY

$131,941

0.13%

10,308

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	8,279	$105,971	80.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,941	$24,844	18.8%	Defined
Morgan Stanley Bank, N.A.	88	$1,126	0.9%	Defined

Mid Tower Research Capital LLC (TRC)

$117,478

0.12%

9,178

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

Mega BARCLAYS PLC

$52,544

0.05%

4,105

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

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	4,105	$52,544	100.0%	Defined

Large US BANCORP \DE\ Bank

$51,199

0.05%

4,000

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	4,000	$51,199	100.0%	Defined

Mega BNP PARIBAS ARBITRAGE, SA

$50,355

0.05%

3,934

Mega Vanguard Global Advisers, LLC

$46,912

0.05%

3,665

Large FIFTH THIRD BANCORP Bank

$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

Mega ROYAL BANK OF CANADA Bank

$4,223

0.00%

330

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	318	$4,070	96.4%	Defined
Held directly	12	$153	3.6%	Sole

Mega FMR LLC

$3,852

0.00%

301

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	301	$3,852	100.0%	Defined

Large JONES FINANCIAL COMPANIES LLLP

$3,200

0.00%

250

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.	250	$3,200	100.0%	Sole

Mid Advisory Services Network, LLC

$1,907

0.00%

149

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

Large OSAIC HOLDINGS, INC.

$1,728

0.00%

135

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	135	$1,728	100.0%	Defined

Small WOLFF WIESE MAGANA LLC

$1,398

0.00%

Small Buck Wealth Strategies, LLC

$808

0.00%

Micro Avion Wealth

$559

0.00%

Small TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension

$320

0.00%

25,006

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	100.0%	Sole

Small HRT FINANCIAL LP

$269

0.00%

21,042

Mid PRICE T ROWE ASSOCIATES INC /MD/

$158

0.00%

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	$158	100.0%	Defined

Large CWM, LLC

$140

0.00%

Small Caitong International Asset Management Co., Ltd

$15

0.00%

Micro Lloyd Advisory Services, LLC.

$12

0.00%

Micro Kingdom Financial Group LLC.

$12

0.00%

Key facts CIK 1982518 CUSIP 83207R107 13F (30d) 10 filings 10 filers Visit website Investor relations