Smith Douglas Homes Corp. - Class A Common Stock, par value $0.0001 per share (SDHC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Symbol
SDHC on NYSE
Shares outstanding
9,012,288
Price per share
$19.44
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
9,069,996
Total reported value
$152,105,708
% of total 13F portfolios
0%
Share change
+183,038
Value change
+$2,343,422
Number of holders
45
Price from insider filings
$19.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Smith Douglas Homes Corp. - Class A Common Stock, par value $0.0001 per share (SDHC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16% +8.7% $26,427,364 +$2,140,108 1,469,003 +8.8% Kayne Anderson Rudnick Investment Management, LLC 31 Dec 2025
Conifer Management, L.L.C. 15% +157% $23,833,936 +$15,003,936 1,349,600 +170% Conifer Management, L.L.C. 31 Oct 2025
WELLINGTON MANAGEMENT GROUP LLP 14% +32% $24,080,127 +$5,928,753 1,211,274 +33% Wellington Management Group LLP 31 Mar 2025
WASATCH ADVISORS LP 13% -7.9% $20,791,683 -$1,801,762 1,177,332 -8% Wasatch Advisors LP 30 Sep 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5.4% $9,671,799 486,509 Massachusetts Financial Services Company 31 Mar 2025
VANGUARD GROUP INC 5% +0.6% $7,964,536 +$68,591 450,993 +0.87% The Vanguard Group 30 Sep 2025
BECK MACK & OLIVER LLC 5% $8,796,502 442,480 BECK MACK & OLIVER LLC 30 Sep 2024
GILDER GAGNON HOWE & CO LLC 4.9% -12% $8,764,615 -$1,092,486 440,876 -11% GILDER GAGNON HOWE & CO LLC 31 Mar 2025
Hood River Capital Management LLC 1.8% $3,312,445 166,622 Hood River Capital Management LLC 31 Dec 2024

As of 31 Dec 2025, 45 institutional investors reported holding 9,069,996 shares of Smith Douglas Homes Corp. - Class A Common Stock, par value $0.0001 per share (SDHC). This represents 101% of the company’s total 9,012,288 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Smith Douglas Homes Corp. - Class A Common Stock, par value $0.0001 per share (SDHC) together control 100% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16% 1,469,003 +17% 0.07% $24,635,180
Conifer Management, L.L.C. 16% 1,433,350 +68% 4% $24,037,280
WASATCH ADVISORS LP 14% 1,249,857 +6.2% 0.12% $20,960,102
WELLINGTON MANAGEMENT GROUP LLP 13% 1,176,973 +2.2% 0% $19,737,838
BECK MACK & OLIVER LLC 9.1% 816,447 +0.44% 0.25% $13,691,816
FEDERATED HERMES, INC. 5.9% 527,300 0% 0.01% $8,842,821
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5.6% 506,688 -3.5% 0% $8,497,158
VANGUARD GROUP INC 5% 452,631 +0.36% 0% $7,590,622
First Eagle Investment Management, LLC 4.2% 378,774 +14% 0.01% $6,352,040
GILDER GAGNON HOWE & CO LLC 2.5% 221,324 -2.8% 0.04% $3,711,603
BlackRock, Inc. 1.8% 158,370 +3% 0% $2,655,865
WELLS FARGO & COMPANY/MN 1.4% 128,597 +5.1% 0% $2,156,572
GEODE CAPITAL MANAGEMENT, LLC 1.2% 104,422 +1.4% 0% $1,751,762
SEI INVESTMENTS CO 0.72% 64,930 +18% 0% $1,088,876
UBS Group AG 0.54% 49,047 +88% 0% $822,518
STATE STREET CORP 0.47% 42,312 +2.7% 0% $709,572
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.42% 37,859 +14% 0% $635,000
D. E. Shaw & Co., Inc. 0.37% 33,250 +12% 0% $557,602
ENVESTNET ASSET MANAGEMENT INC 0.32% 28,799 -29% 0% $482,959
Daiwa Securities Group Inc. 0.3% 26,664 +20% 0% $447,000
Quent Capital, LLC 0.26% 23,000 0.03% $385,710
FULLER & THALER ASSET MANAGEMENT, INC. 0.24% 21,995 0% 0% $368,856
VICTORY CAPITAL MANAGEMENT INC 0.24% 21,777 +11% 0% $365,200
NORTHERN TRUST CORP 0.2% 17,646 -0.52% 0% $295,923
STIFEL FINANCIAL CORP 0.15% 13,157 -9% 0% $220,642

Institutional Holders of Smith Douglas Homes Corp. - Class A Common Stock, par value $0.0001 per share (SDHC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,069,996 $152,105,708 +$2,343,422 $16.77 45
2025 Q3 8,867,960 $156,609,887 -$8,308,785 $17.66 51
2025 Q2 9,343,623 $181,453,941 -$4,781,562 $19.42 54
2025 Q1 9,359,212 $182,693,682 +$147,522 $19.52 54
2024 Q4 9,485,381 $243,205,809 -$7,068,357 $25.64 70
2024 Q3 9,635,499 $364,030,099 +$32,580,520 $37.78 74
2024 Q2 9,812,547 $229,418,401 -$2,949,478 $23.38 62
2024 Q1 9,494,742 $281,998,699 +$280,594,186 $29.70 69