Smith Douglas Homes Corp. (SDHC) Institutional Ownership

Ownership Summary

Smith Douglas Homes Corp. (NYSE:SDHC) showed up in the 13F filings of 44 institutional investors as of December 2025.

• These investors held 97.8% of outstanding shares in December 2025, up from 97.8% in September 2025.
• Their total shares held in SDHC increased 13.23% from the prior quarter, while the number of investors in Smith Douglas Homes decreased 38.89% year over year.
• Of these 44 funds, 32 grew their exposure to Smith Douglas Homes, 7 cut back, and 5 maintained positions.
• Altogether, these fund groups held 8.86Mn shares in SDHC by December 2025, up by 1.03Mn shares quarter on quarter, and down 2.68Mn shares year over year.
• Conifer Management, L.L.C. is the top holder of Smith Douglas Homes as of December 31, 2025, with 1.43Mn shares representing 15.83% of outstanding stock.
• The largest buyers of Smith Douglas Homes for the quarter ending December 2025 were VANGUARD CAPITAL MANAGEMENT LLC (396.76K), First Eagle Investment Management, LLC (390.77K), GILDER GAGNON HOWE & CO LLC (182.7K), MARSHALL WACE, LLP (101.88K), JANE STREET GROUP, LLC (82.18K).
• The largest sellers of Smith Douglas Homes for the quarter ending December 2025 were WASATCH ADVISORS LP (663.1K), WELLINGTON MANAGEMENT GROUP LLP (418.18K), Federated Hermes, Inc. (268.4K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (184.52K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (127.78K).
• Per Business Quant, the top 10 investors in SDHC for the quarter ending December 2025 include Conifer Management, L.L.C. (1.43Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.34Mn), BECK MACK & OLIVER LLC (850.59K), First Eagle Investment Management, LLC (769.55K), WELLINGTON MANAGEMENT GROUP LLP (758.8K), WASATCH ADVISORS LP (586.76K), VANGUARD CAPITAL MANAGEMENT LLC (396.76K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (322.17K), Federated Hermes, Inc. (258.9K), GILDER GAGNON HOWE & CO LLC (182.7K).