SMITH DOUGLAS HOMES CORP SDHC
COM SHS CL A · Common Stock · CUSIP 83207R107
- SectorIndustrials
- IndustryOperative Builders
- HeadquartersWoodstock, GA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $15.53.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 72 |
| Q2 2024 | 63 |
| Q3 2024 | 75 |
| Q4 2024 | 71 |
| Q1 2025 | 56 |
| Q2 2025 | 56 |
| Q3 2025 | 52 |
| Q4 2025 | 46 |
| Q1 2026 | 58 |
| Q2 2026 | 63 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 48 | 27 |
| Q4 2024 | 24 | 47 |
| Q1 2025 | 25 | 40 |
| Q2 2025 | 26 | 31 |
| Q3 2025 | 22 | 30 |
| Q4 2025 | 32 | 24 |
| Q1 2026 | 32 | 25 |
| Q2 2026 | 37 | 29 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +423.8k |
| D. E. Shaw & Co., Inc. | Added | +64.6k |
| MARSHALL WACE, LLP | Added | +62.0k |
| BlackRock, Inc. | Added | +49.2k |
| Trexquant Investment LP | Added | +40.6k |
| Verition Fund Management LLC | New | +32.0k |
| XTX Topco Ltd | New | +25.9k |
| MORGAN STANLEY | Added | +22.5k |
| TUDOR INVESTMENT CORP ET AL | New | +21.3k |
| JPMORGAN CHASE & CO | Added | +19.8k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -366.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -322.2k |
| FEDERATED HERMES, INC. | Sold out | -258.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -136.2k |
| WASATCH ADVISORS LP | Reduced | -55.5k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -31.8k |
| CITADEL ADVISORS LLC | Reduced | -27.4k |
| SEI INVESTMENTS CO | Reduced | -26.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | Sold out | -25.0k |
| GILDER GAGNON HOWE & CO LLC | Reduced | -21.4k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Conifer Management, L.L.C. 13G · institution +9.4 pts · filed 2025-11-06 | 15.0% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution no change · filed 2026-04-07 | 13.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -3.1 pts · filed 2026-08-13 | 11.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
| BECK MACK & OLIVER LLC 13G · institution new · filed 2024-11-14 | 5.0% |
Fell to 5% or below in the last year: WASATCH ADVISORS LP (0.0%, 2026-10-13), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.7%, 2026-05-14), FEDERATED HERMES, INC. (2.9%, 2026-04-07), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), 12 West Capital Management LP (0.0%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $256.2k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 5 | $1.5m | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 4 | $525.5k | 0 | — | — |
| Q2 2026 | 1 | $21.8k | 0 | — | — |
| Q3 2026 | 3 | $248.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-10 | Bradbury Thomas L Director | Bought | $199.6k19.4k shares |
| 2026-09-02 | Bennett Gregory S Officer, director | Bought | $11.5k1.0k shares |
| 2026-09-01 | Bennett Gregory S Officer, director | Bought | $12.2k1.0k shares |
| 2026-08-25 | Devendorf Russell Officer | Bought | $12.3k1.0k shares |
| 2026-08-20 | Devendorf Russell Officer | Bought | $12.7k1.0k shares |
| 2026-05-20 | Devendorf Russell Officer | Bought | $21.8k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Conifer Management, L.L.C. 3.67% of their portfolio | 1.4m $22.3m | Unchanged |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 974.3k $15.1m | Reduced -366.9k |
| BECK MACK & OLIVER LLC 0.25% of their portfolio | 835.1k $13.0m | Reduced -15.5k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 808.5k $12.6m | Added +423.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 622.6k $9.7m | Reduced -136.2k |
| WASATCH ADVISORS LP 0.05% of their portfolio | 531.2k $8.3m | Reduced -55.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 364.9k $5.7m | Reduced -31.8k |
| BlackRock, Inc. 0.00% of their portfolio | 208.9k $3.2m | Added +49.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 163.9k $2.5m | Added +62.0k |
| GILDER GAGNON HOWE & CO LLC 0.03% of their portfolio | 161.3k $2.5m | Reduced -21.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 143.0k $2.2m | Added +64.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 117.5k $1.8m | Reduced -7.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 103.1k $1.6m | Reduced -5.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 84.7k $1.3m | Added +2.6k |
| Trexquant Investment LP 0.01% of their portfolio | 56.5k $877.7k | Added +40.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 54.0k $839.8k | Added +364 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 51.4k $770.1k | Added +19.8k |
| UBS Group AG 0.00% of their portfolio | 47.6k $740.0k | Reduced -647 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 46.6k $724.4k | Added +15.9k |
| STATE STREET CORP 0.00% of their portfolio | 46.2k $717.6k | Added +3.1k |
| Quent Capital, LLC 0.04% of their portfolio | 45.0k $699.3k | Added +15.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 43.3k $672.3k | Added +18.0k |
| MORGAN STANLEY 0.00% of their portfolio | 32.8k $509.6k | Added +22.5k |
| Verition Fund Management LLC 0.00% of their portfolio | 32.0k $497.3k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 31.8k $494.5k | Added +8.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 27.7k $420.9k | Added +14.4k |
| Ruane, Cunniff & Goldfarb L.P. 0.01% of their portfolio | 27.3k $423.9k | Added +12.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 26.4k $410.6k | Reduced -26.6k |
| XTX Topco Ltd 0.01% of their portfolio | 25.9k $402.9k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 25.4k $394.9k | Reduced -27.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 22.6k $350.8k | Reduced -6.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio | 22.1k $343.6k | Reduced -185 |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 21.3k $331.0k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 18.7k $290.1k | Added +1.0k |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 18.5k $287.1k | Reduced -5.8k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 18.1k $281.0k | New |
| Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio | 17.5k $271.8k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 16.6k $258.7k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 15.1k $234.5k | New |
| R Squared Ltd 0.11% of their portfolio | 14.0k $217.2k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.3k $192.0k | Unchanged |
| Graham Capital Management, L.P. 0.01% of their portfolio | 12.1k $187.6k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.5k $162.9k | Reduced -5.3k |
| HRT FINANCIAL LP 0.00% of their portfolio | 10.3k $159.0k | Reduced -10.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 10.1k $156.3k | New |
| BARCLAYS PLC 0.00% of their portfolio | 7.7k $119.9k | Added +3.6k |
| US BANCORP \DE\ 0.00% of their portfolio | 5.6k $86.8k | Added +1.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 3.7k $57.0k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 3.6k $56.5k | Reduced -300 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 538 $8.4k | Unchanged |
| FMR LLC 0.00% of their portfolio | 413 $6.4k | Added +112 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 408 $6.0k | Added +158 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 406 $6.3k | New |
| Persistent Asset Partners Ltd 0.00% of their portfolio | 266 $4.1k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 140 $2.2k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 122 $1.9k | New |
| WOLFF WIESE MAGANA LLC 0.00% of their portfolio | 90 $1.4k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 66 $1.0k | Reduced -264 |
| Buck Wealth Strategies, LLC 0.00% of their portfolio | 52 $808 | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 40 $621 | Reduced -95 |
| Avion Wealth 0.00% of their portfolio | 36 $0 | New |
| Kingdom Financial Group LLC. 0.00% of their portfolio | 1 $11 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $16 | Unchanged |