Latest Period
Q1 2026
Security Snapshot
Smith Douglas Homes Corp. - COM SHS CL A (SDHC) Institutional Ownership
CUSIP: 83207R107
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
57
Shares (Excl. Options)
7,841,371
Price
$12.80
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- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,841,371
- Total reported value
- $100,347,221
- Portfolio coverage rank
- 0%
- Share change
- -1,226,998
- Value change
- -$15,831,036
- Number of holders
- 57
- Security type / class
- Equity / COM SHS CL A
- Symbol
- SDHC on NYSE
- Shares outstanding
- 9,027,000
- Reported price per share
- $13.00
- Price from insider filings
- $13.00
Latest holder snapshot
7 facts
Security identity
2 facts
Issuer context
3 facts
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SDHC - Smith Douglas Homes Corp. - COM SHS CL A is tracked under CUSIP 83207R107.
- 57 institutions reported positions in Q1 2026.
- 9 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 45 to 57 between Q4 2025 and Q1 2026.
- Reported value moved from $152,105,708 to $100,347,221.
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 57 institutions filings for Q1 2026.
Security key
83207R107
Latest holder period
Q1 2026
13F holders
57
13D/G owners
9
CIK / CUSIP context first
Open Q1 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 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 31 Mar 2026, 57 institutional investors reported holding 7,841,371 shares of Smith Douglas Homes Corp. - COM SHS CL A (SDHC). This represents 87% of the company’s total 9,027,000 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
84%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Conifer Management, L.L.C. | 16% | 1,433,350 | 0% | 3.5% | $18,346,880 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 15% | 1,341,221 | -8.7% | 0.05% | $17,167,629 |
| BECK MACK & OLIVER LLC | 9.4% | 850,593 | +4.2% | 0.22% | $10,887,590 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.4% | 758,796 | -36% | 0% | $9,712,589 |
| WASATCH ADVISORS LP | 6.5% | 586,755 | -53% | 0.05% | $7,510,464 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 396,765 | 0% | 0% | $5,078,592 |
| First Eagle Investment Management, LLC | 4.3% | 384,774 | +1.6% | 0.01% | $4,925,107 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.6% | 322,166 | -36% | 0% | $4,123,725 |
| FEDERATED HERMES, INC. | 2.9% | 258,900 | -51% | 0.01% | $3,313,920 |
| GILDER GAGNON HOWE & CO LLC | 2% | 182,700 | -17% | 0.03% | $2,338,560 |
| BlackRock, Inc. | 1.8% | 159,632 | +0.8% | 0% | $2,043,290 |
| WELLS FARGO & COMPANY/MN | 1.4% | 125,384 | -2.5% | 0% | $1,604,915 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2% | 108,496 | +3.9% | 0% | $1,389,234 |
| MARSHALL WACE, LLP | 1.1% | 101,875 | 0% | $1,304,000 | |
| JANE STREET GROUP, LLC | 0.91% | 82,176 | 0% | $1,051,852 | |
| D. E. Shaw & Co., Inc. | 0.87% | 78,426 | +136% | 0% | $1,003,853 |
| VANGUARD FIDUCIARY TRUST CO | 0.59% | 53,680 | 0% | 0% | $687,104 |
| SEI INVESTMENTS CO | 0.59% | 53,068 | -18% | 0% | $679,270 |
| CITADEL ADVISORS LLC | 0.58% | 52,799 | 0% | $675,827 | |
| UBS Group AG | 0.53% | 48,269 | -1.6% | 0% | $617,843 |
| STATE STREET CORP | 0.48% | 43,112 | +1.9% | 0% | $551,834 |
| JPMORGAN CHASE & CO | 0.35% | 31,559 | 0% | $384,073 | |
| GOLDMAN SACHS GROUP INC | 0.34% | 30,684 | 0% | $392,755 | |
| Quent Capital, LLC | 0.33% | 30,000 | +30% | 0.03% | $384,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.32% | 29,053 | +0.88% | 0% | $371,878 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |