Latest Period
Q2 2026
Security Snapshot
Smith Douglas Homes Corp. - Common Stock (SDHC) Institutional Ownership
CUSIP: 83207R107
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
62
Shares (Excl. Options)
7,030,846
Price
$15.54
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- Security type / class
- Equity / Common Stock
- Symbol
- SDHC on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 7,030,846
- Total 13F value
- $109,222,049
- Portfolio coverage rank
- 0%
- Share change
- -810,214
- Value change
- -$10,839,822
- Number of holders
- 62
- Shares outstanding
- 8,327,197
- SEC-reported price per share
- $14.95
- Insider filing price
- $14.95
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SDHC - Smith Douglas Homes Corp. - Common Stock is tracked under CUSIP 83207R107.
- 62 institutions reported positions in Q2 2026.
- 9 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 57 to 62 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $100,347,221 to $109,222,049.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 62 institutions filings for Q2 2026.
Security key
83207R107
Latest holder period
Q2 2026
13F holders
62
13D/G owners
9
CIK / CUSIP context first
Open Q2 2026 holders
SDHC full holder history
Smith Douglas Homes Corp. SEC filings
Smith Douglas Homes Corp. company facts
Smith Douglas Homes Corp. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 83207R107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
9
Security
SDHC
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| 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 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12% | -29% | $15,033,171 | -$7,633,545 | 974,282 | -34% | Kayne Anderson Rudnick Investment Management, LLC | 30 Jun 2026 |
| WASATCH ADVISORS LP | 6.5% | -51% | $6,683,139 | -$6,726,672 | 586,755 | -50% | Wasatch Advisors LP | 31 Mar 2026 |
| 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 30 Jun 2026, 62 institutional investors reported holding 7,030,846 shares of Smith Douglas Homes Corp. - Common Stock (SDHC). This represents 84% of the company’s total 8,327,197 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
80%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Conifer Management, L.L.C. | 17% | 1,433,350 | 0% | 3.7% | $22,274,259 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12% | 974,282 | -27% | 0.05% | $15,140,342 |
| BECK MACK & OLIVER LLC | 10% | 835,065 | -1.8% | 0.25% | $12,976,910 |
| WELLINGTON MANAGEMENT GROUP LLP | 7.5% | 622,625 | -18% | 0% | $9,675,593 |
| WASATCH ADVISORS LP | 6.4% | 531,223 | -9.5% | 0.05% | $8,255,205 |
| First Eagle Investment Management, LLC | 4.9% | 404,274 | +5.1% | 0.01% | $6,282,418 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 364,949 | -8% | 0% | $5,671,307 |
| BlackRock, Inc. | 2.5% | 208,862 | +31% | 0% | $3,245,716 |
| MARSHALL WACE, LLP | 2% | 163,864 | +61% | 0% | $2,546,446 |
| GILDER GAGNON HOWE & CO LLC | 1.9% | 161,307 | -12% | 0.03% | $2,506,711 |
| D. E. Shaw & Co., Inc. | 1.7% | 142,986 | +82% | 0% | $2,222,002 |
| WELLS FARGO & COMPANY/MN | 1.4% | 117,508 | -6.3% | 0% | $1,826,074 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2% | 103,146 | -4.9% | 0% | $1,603,518 |
| JANE STREET GROUP, LLC | 1% | 84,735 | +3.1% | 0% | $1,316,782 |
| Trexquant Investment LP | 0.68% | 56,477 | +256% | 0.01% | $877,653 |
| VANGUARD FIDUCIARY TRUST CO | 0.65% | 54,044 | +0.68% | 0% | $839,844 |
| JPMORGAN CHASE & CO | 0.62% | 51,376 | +63% | 0% | $770,126 |
| UBS Group AG | 0.57% | 47,622 | -1.3% | 0% | $740,046 |
| GOLDMAN SACHS GROUP INC | 0.56% | 46,618 | +52% | 0% | $724,444 |
| STATE STREET CORP | 0.55% | 46,176 | +7.1% | 0% | $717,575 |
| Quent Capital, LLC | 0.54% | 45,000 | +50% | 0.04% | $699,300 |
| DIMENSIONAL FUND ADVISORS LP | 0.52% | 43,263 | +71% | 0% | $672,307 |
| MORGAN STANLEY | 0.39% | 32,795 | +218% | 0% | $509,635 |
| Verition Fund Management LLC | 0.38% | 32,000 | 0% | $497,280 | |
| Squarepoint Ops LLC | 0.38% | 31,818 | +37% | 0% | $494,452 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q2 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 7,030,846 | $109,222,049 | -$10,839,822 | $15.54 | 62 |
| 2026 Q1 | 7,841,371 | $100,347,221 | -$15,831,036 | $12.80 | 57 |
| 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 |