Latest Period
Q4 2025
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
45
Shares (Excl. Options)
9,069,996
Price
$16.77
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- Type / Class
- Equity / COM SHS CL A
- Symbol
- SDHC on NYSE
- Shares outstanding
- 9,027,000
- Price per share
- $14.92
- 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
- $14.92
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- SDHC - Smith Douglas Homes Corp. - COM SHS CL A is tracked under CUSIP 83207R107.
- 45 institutions reported positions in Q4 2025.
- 9 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 45 to 10 between Q4 2025 and Q1 2026.
- Reported value moved from $152,105,708 to $9,703,701.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 45 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 83207R107?
CUSIP 83207R107 identifies SDHC - Smith Douglas Homes Corp. - COM SHS CL A in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 83207R107:
Significant Owners of Smith Douglas Homes Corp. - COM SHS CL A (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 | 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 Dec 2025, 45 institutional investors reported holding 9,069,996 shares of Smith Douglas Homes Corp. - COM SHS CL A (SDHC). This represents 100% of the company’s total 9,027,000 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Smith Douglas Homes Corp. - COM SHS CL A (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% | 816,447 | +0.44% | 0.25% | $13,691,816 |
| FEDERATED HERMES, INC. | 5.8% | 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 | 0.25% | 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. - COM SHS CL A (SDHC) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 758,326 | $9,703,701 | -$8,082,032 | $12.80 | 10 |
| 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 |