Vault-13

SMITH DOUGLAS HOMES CORP SDHC

COM SHS CL A · Common Stock · CUSIP 83207R107

63 institutional holders -9 vs Q1 2024
9,808,7179.8m shares reported held*
$229.3mreported value*
16 new 19 added 20 reduced 25 sold out net bought ≈ $6.8m (+289.4k shares)

* 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 ($119.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.38.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q1 24: 72Q2 24: 6363Q1 24Q2 24
Numbers
QuarterHolders
Q1 202472
Q2 202463

Biggest buyers

Artisan Partners Limited Partnership New +602,282+602.3k
WELLINGTON MANAGEMENT GROUP LLP Added +571,369+571.4k
NEXT CENTURY GROWTH INVESTORS LLC Added +284,855+284.9k
BECK MACK & OLIVER LLC Added +249,221+249.2k
THORNBURG INVESTMENT MANAGEMENT INC New +212,790+212.8k
BASSWOOD CAPITAL MANAGEMENT, L.L.C. New +186,234+186.2k
NEW YORK STATE COMMON RETIREMENT FUND New +149,792+149.8k
T. Rowe Price Investment Management, Inc. Added +65,618+65.6k
Prescott Group Capital Management, L.L.C. New +54,344+54.3k
LINCOLN CAPITAL CORP New +50,496+50.5k

Biggest sellers

Hood River Capital Management LLC Sold out -482,199-482.2k
Zimmer Partners, LP Sold out -325,000-325.0k
CITADEL ADVISORS LLC Reduced -254,897-254.9k
Driehaus Capital Management LLC Sold out -245,798-245.8k
Balyasny Asset Management L.P. Reduced -177,517-177.5k
Lisanti Capital Growth, LLC Reduced -89,915-89.9k
SCOPUS ASSET MANAGEMENT, L.P. Sold out -68,500-68.5k
FRANKLIN RESOURCES INC Sold out -68,476-68.5k
Rokos Capital Management LLP Sold out -60,000-60.0k
Woodline Partners LP Sold out -57,111-57.1k

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.

HolderStakeChangeShares Last filed
Conifer Management, L.L.C. 13G · institution +9.4 pts · filed 2025-11-06 15.0% +9.4 pts 1.3m≈ $21.0m 2025-11-06
WELLINGTON MANAGEMENT GROUP LLP 13G · institution no change · filed 2026-04-07 13.5% no change 1.2m≈ $18.8m 2026-04-07
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution -3.1 pts · filed 2026-08-13 11.7% -3.1 pts 974.3k≈ $15.1m 2026-08-13
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.0% new 454.1k≈ $7.1m 2026-04-30
BECK MACK & OLIVER LLC 13G · institution new · filed 2024-11-14 5.0% new 442.5k≈ $6.9m 2024-11-14

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 in Q2 2024

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)

BuyingSelling
101Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 1 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20241$105.0k0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.08% of their portfolio LOS ANGELES, CA 1,358,5021.4m $31.8m $31.8m 0.08% Reduced -18.6k -18,579
2 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 1,108,3561.1m $25.9m $25.9m 0.00% Added +571.4k +571,369
3 GILDER GAGNON HOWE & CO LLC 0.24% of their portfolio New York, NY 830,430830.4k $19.4m $19.4m 0.24% Reduced -8.2k -8,219
4 T. Rowe Price Investment Management, Inc. 0.01% of their portfolio BALTIMORE, MD 702,722702.7k $16.4m $16.4m 0.01% Added +65.6k +65,618
5 BlackRock Inc. 0.00% of their portfolio New York, NY 682,656682.7k $16.0m $16.0m 0.00% Reduced -5.7k -5,652
6 Artisan Partners Limited Partnership 0.02% of their portfolio Milwaukee, WI 602,282602.3k $14.1m $14.1m 0.02% New
7 FEDERATED HERMES, INC. 0.03% of their portfolio PITTSBURGH, PA 527,300527.3k $12.3m $12.3m 0.03% Added +27.3k +27,300
8 NEXT CENTURY GROWTH INVESTORS LLC 0.90% of their portfolio PLYMOUTH, MN 463,834463.8k $10.8m $10.8m 0.90% Added +284.9k +284,855
9 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 452,897452.9k $10.6m $10.6m 0.00% Unchanged
10 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 450,193450.2k $10.5m $10.5m 0.00% Added +8.2k +8,193
11 Long Pond Capital, LP 0.53% of their portfolio New York, NY 417,112417.1k $9.8m $9.8m 0.53% Unchanged
12 BECK MACK & OLIVER LLC 0.19% of their portfolio NEW YORK, NY 391,250391.2k $9.1m $9.1m 0.19% Added +249.2k +249,221
13 THORNBURG INVESTMENT MANAGEMENT INC 0.07% of their portfolio SANTA FE, NM 212,790212.8k $5.0m $5.0m 0.07% New
14 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.28% of their portfolio NEW YORK, NY 186,234186.2k $4.4m $4.4m 0.28% New
15 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 149,792149.8k $3.5m $3.5m 0.00% New
16 Walleye Capital LLC 0.02% of their portfolio NEW YORK, NY 101,868101.9k $2.4m $2.4m 0.02% Reduced -11.2k -11,176
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 101,326101.3k $2.4m $2.4m 0.00% Reduced -1.2k -1,227
18 Ghisallo Capital Management LLC 0.19% of their portfolio BOSTON, MA 95,00095.0k $2.2m $2.2m 0.19% Unchanged
19 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 89,82689.8k $2.1m $2.1m 0.00% Added +862 +862
20 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 89,77089.8k $2.1m $2.1m 0.00% Added +13.0k +13,036
21 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 61,16961.2k $1.4m $1.4m 0.00% Added +42.7k +42,728
22 Prescott Group Capital Management, L.L.C. 0.20% of their portfolio Tulsa, OK 54,34454.3k $1.3m $1.3m 0.20% New
23 LINCOLN CAPITAL CORP 0.51% of their portfolio EAST GREENWICH, RI 50,49650.5k $1.2m $1.2m 0.51% New
24 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 47,62947.6k $1.1m $1.1m 0.00% Added +13.5k +13,451
25 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 46,80046.8k $1.1m $1.1m 0.01% Reduced -3.0k -3,025
26 Lisanti Capital Growth, LLC 0.25% of their portfolio NEW YORK, NY 43,84043.8k $1.0m $1.0m 0.25% Reduced -89.9k -89,915
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,86441.9k $978.8k $978.8k 0.00% Reduced -39 -39
28 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 41,80841.8k $977.5k $977.5k 0.00% Reduced -177.5k -177,517
29 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 33,50033.5k $783.2k $783.2k 0.00% Added +24.2k +24,200
30 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 33,26133.3k $777.6k $777.6k 0.01% Reduced -1.9k -1,864
31 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 30,70030.7k $717.8k $717.8k 0.00% Added +600 +600
32 PEREGRINE CAPITAL MANAGEMENT LLC 0.02% of their portfolio MINNEAPOLIS, MN 29,19029.2k $682.5k $682.5k 0.02% Unchanged
33 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio FRANKFORT, KY 26,22626.2k $613.0k $613.0k 0.01% Added +7.2k +7,217
34 MOORE CAPITAL MANAGEMENT, LP 0.01% of their portfolio NEW YORK, NY 25,00025.0k $584.5k $584.5k 0.01% Unchanged
35 SEVEN GRAND MANAGERS, LLC 0.26% of their portfolio BRONXVILLE, NY 25,00025.0k $584.5k $584.5k 0.26% Reduced -25.0k -25,000
36 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 24,97125.0k $583.8k $583.8k 0.00% Reduced -18.8k -18,835
37 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 22,47222.5k $525.0k $525.0k 0.00% Reduced -700 -700
38 BRANT POINT INVESTMENT MANAGEMENT LLC 0.12% of their portfolio New York, NY 21,38421.4k $500.0k $500.0k 0.12% Reduced -23.6k -23,616
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,76418.8k $438.7k $438.7k 0.00% Reduced -24 -24
40 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 18,02918.0k $421.5k $421.5k 0.00% Added +1.2k +1,202
41 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 16,01416.0k $374.4k $374.4k 0.00% Added +99 +99
42 Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio HONG KONG, K3 15,15915.2k $354.4k $354.4k 0.02% New
43 PDT Partners, LLC 0.03% of their portfolio New York, NY 12,63512.6k $295.4k $295.4k 0.03% New
44 AZZAD ASSET MANAGEMENT INC /ADV 0.03% of their portfolio FALLS CHURCH, VA 11,23011.2k $262.6k $262.6k 0.03% Added +72 +72
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,5888.6k $200.8k $200.8k 0.00% Reduced -254.9k -254,897
46 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 6,8406.8k $159.9k $159.9k 0.00% Added +5.8k +5,835
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,7746.8k $158.0k $158.0k 0.00% New
48 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,8695.9k $137.2k $137.2k 0.00% Reduced -375 -375
49 RiverPark Advisors, LLC 0.10% of their portfolio NEW YORK, NY 5,1225.1k $119.8k $119.8k 0.10% New
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,3154.3k $100.9k $100.9k 0.00% Reduced -18.4k -18,416
51 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,7643.8k $88.0k $88.0k 0.00% Added +3.1k +3,090
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,5842.6k $60.4k $60.4k 0.00% Reduced -25.9k -25,904
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2301.2k $28.8k $28.8k 0.00% New
54 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 954954 $22.3k $22.3k 0.00% New
55 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.00% of their portfolio KALAMAZOO, MI 852852 $19.9k $19.9k 0.00% New
56 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 516516 $12.1k $12.1k 0.00% Added +304 +304
57 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 350350 $8.2k $8.2k 0.00% Reduced -1.8k -1,775
58 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 197197 $4.6k $4.6k 0.00% Unchanged
59 Crewe Advisors LLC 0.00% of their portfolio SALT LAKE CITY, UT 136136 $3.2k $3.2k 0.00% New
60 CWM, LLC 0.00% of their portfolio OMAHA, NE 7070 $2.0k $2.0k 0.00% New
61 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 4646 $1.1k $1.1k 0.00% Unchanged
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 77 $163 $163 0.00% New
63 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged