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

Historical Holders from Q1 2024 to Q3 2025

Symbol
SDHC on NYSE
Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Shares outstanding
9,070,169
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
8,867,960
Holdings value
$156,609,887
% of all portfolios
0%
Number of holders
51
Number of buys
22
Number of sells
30
Average buys %
+0%
Average sells %
-0%
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 15% -16% $23,841,742 -$4,461,305 1,350,042 -16% Kayne Anderson Rudnick Investment Management, LLC 31 Oct 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
12 West Capital Management LP 5.9% -28% $9,450,572 -$3,482,746 535,140 -27% 12 West Capital Management 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 30 Sep 2025 Smith Douglas Homes Corp. - Class A Common Stock, par value $0.0001 per share (SDHC) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 8,867,960 shares of 9,070,169 outstanding shares and own 98% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of Smith Douglas Homes Corp. - Class A Common Stock, par value $0.0001 per share (SDHC) own 95% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14% 1,252,081 -22% 0.05% $22,111,750
WASATCH ADVISORS LP 13% 1,177,332 -8% 0.11% $20,791,683
WELLINGTON MANAGEMENT GROUP LLP 13% 1,151,977 -3.2% 0% $20,343,913
Conifer Management, L.L.C. 9.4% 851,556 +70% 2.4% $15,038,479
BECK MACK & OLIVER LLC 9% 812,842 -2.7% 0.26% $14,354,790
12 West Capital Management LP 5.9% 535,140 -27% 0.98% $9,450,572
FEDERATED HERMES, INC. 5.8% 527,300 0% 0.02% $9,312,118
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5.8% 524,897 -3.5% 0% $9,269,681
VANGUARD GROUP INC 5% 450,993 +0.87% 0% $7,964,537
First Eagle Investment Management, LLC 3.7% 331,674 +38% 0.01% $5,857,363
GILDER GAGNON HOWE & CO LLC 2.5% 227,780 -0.88% 0.04% $4,022,595
BlackRock, Inc. 1.7% 153,762 +16% 0% $2,715,437
WELLS FARGO & COMPANY/MN 1.3% 122,406 -9.9% 0% $2,161,684
GEODE CAPITAL MANAGEMENT, LLC 1.1% 103,016 +1.1% 0% $1,819,932
GOLDMAN SACHS GROUP INC 0.9% 81,680 0% $1,442,469
SEI INVESTMENTS CO 0.61% 55,040 0% 0% $972,006
Ghisallo Capital Management LLC 0.55% 50,000 0% 0.03% $883,000
STATE STREET CORP 0.45% 41,212 0% 0% $727,804
ENVESTNET ASSET MANAGEMENT INC 0.45% 40,363 -21% 0% $712,811
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.37% 33,251 +27% 0% $587,000
D. E. Shaw & Co., Inc. 0.33% 29,768 0% 0% $525,703
MARSHALL WACE, LLP 0.3% 27,229 -18% 0% $480,864
UBS Group AG 0.29% 26,132 -17% 0% $461,491
Daiwa Securities Group Inc. 0.25% 22,287 -8.2% 0% $394,000
MILLENNIUM MANAGEMENT LLC 0.24% 22,023 -1.2% 0% $388,926

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 Investors
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