Vault-13

SMITH DOUGLAS HOMES CORP SDHC

COM SHS CL A · Common Stock · CUSIP 83207R107

63 institutional holders +5 vs Q1 2026
7,435,1677.4m shares reported held*
$115.5mreported value*
16 new 21 added 19 reduced 10 sold out net sold ≈ $6.3m (-406.2k 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. Holder counts are more reliable. Implied quarter-end price ≈ $15.53.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q1 24: 72Q2 24: 63Q3 24: 75Q4 24: 71Q1 25: 56Q2 25: 56Q3 25: 52Q4 25: 46Q1 26: 58Q2 26: 6363Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202472
Q2 202463
Q3 202475
Q4 202471
Q1 202556
Q2 202556
Q3 202552
Q4 202546
Q1 202658
Q2 202663

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 48 bought or addedQ3 24: 27 cut or sold outQ4 24: 24 bought or addedQ4 24: 47 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 40 cut or sold outQ2 25: 26 bought or addedQ2 25: 31 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 30 cut or sold outQ4 25: 32 bought or addedQ4 25: 24 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 25 cut or sold outQ2 26: 37 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244827
Q4 20242447
Q1 20252540
Q2 20252631
Q3 20252230
Q4 20253224
Q1 20263225
Q2 20263729

Biggest buyers

First Eagle Investment Management, LLC Added +423,774+423.8k
D. E. Shaw & Co., Inc. Added +64,560+64.6k
MARSHALL WACE, LLP Added +61,989+62.0k
BlackRock, Inc. Added +49,230+49.2k
Trexquant Investment LP Added +40,629+40.6k
Verition Fund Management LLC New +32,000+32.0k
XTX Topco Ltd New +25,924+25.9k
MORGAN STANLEY Added +22,487+22.5k
TUDOR INVESTMENT CORP ET AL New +21,303+21.3k
JPMORGAN CHASE & CO Added +19,817+19.8k

Biggest sellers

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -366,939-366.9k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Sold out -322,166-322.2k
FEDERATED HERMES, INC. Sold out -258,900-258.9k
WELLINGTON MANAGEMENT GROUP LLP Reduced -136,171-136.2k
WASATCH ADVISORS LP Reduced -55,532-55.5k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -31,816-31.8k
CITADEL ADVISORS LLC Reduced -27,385-27.4k
SEI INVESTMENTS CO Reduced -26,647-26.6k
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Sold out -25,006-25.0k
GILDER GAGNON HOWE & CO LLC Reduced -21,393-21.4k

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.

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 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)

BuyingSelling
505Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 5 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 4 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 3 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20241$256.2k0——
Q1 20250—0——
Q2 20255$1.5m0——
Q3 20250—0——
Q4 20250—0——
Q1 20264$525.5k0——
Q2 20261$21.8k0——
Q3 20263$248.3k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-10 Bradbury Thomas L Director Bought 19,360 $10.31 $199.6k19.4k shares +33%
2026-09-02 Bennett Gregory S Officer, director Bought 1,000 $11.50 $11.5k1.0k shares +0%
2026-09-01 Bennett Gregory S Officer, director Bought 1,000 $12.20 $12.2k1.0k shares +0%
2026-08-25 Devendorf Russell Officer Bought 1,000 $12.34 $12.3k1.0k shares +<1%
2026-08-20 Devendorf Russell Officer Bought 1,000 $12.68 $12.7k1.0k shares +<1%
2026-05-20 Devendorf Russell Officer Bought 2,000 $10.88 $21.8k2.0k shares +1%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Conifer Management, L.L.C. 3.67% of their portfolio New York, NY 1,433,3501.4m $22.3m $22.3m 3.67% Unchanged
2 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.05% of their portfolio LOS ANGELES, CA 974,282974.3k $15.1m $15.1m 0.05% Reduced -366.9k -366,939
3 BECK MACK & OLIVER LLC 0.25% of their portfolio NEW YORK, NY 835,065835.1k $13.0m $13.0m 0.25% Reduced -15.5k -15,528
4 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 808,548808.5k $12.6m $12.6m 0.01% Added +423.8k +423,774
5 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 622,625622.6k $9.7m $9.7m 0.00% Reduced -136.2k -136,171
6 WASATCH ADVISORS LP 0.05% of their portfolio SALT LAKE CITY, UT 531,223531.2k $8.3m $8.3m 0.05% Reduced -55.5k -55,532
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 364,949364.9k $5.7m $5.7m 0.00% Reduced -31.8k -31,816
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 208,862208.9k $3.2m $3.2m 0.00% Added +49.2k +49,230
9 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 163,864163.9k $2.5m $2.5m 0.00% Added +62.0k +61,989
10 GILDER GAGNON HOWE & CO LLC 0.03% of their portfolio New York, NY 161,307161.3k $2.5m $2.5m 0.03% Reduced -21.4k -21,393
11 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 142,986143.0k $2.2m $2.2m 0.00% Added +64.6k +64,560
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 117,508117.5k $1.8m $1.8m 0.00% Reduced -7.9k -7,876
13 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 103,146103.1k $1.6m $1.6m 0.00% Reduced -5.3k -5,350
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 84,73584.7k $1.3m $1.3m 0.00% Added +2.6k +2,559
15 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 56,47756.5k $877.7k $877.7k 0.01% Added +40.6k +40,629
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 54,04454.0k $839.8k $839.8k 0.00% Added +364 +364
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 51,37651.4k $770.1k $770.1k 0.00% Added +19.8k +19,817
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 47,62247.6k $740.0k $740.0k 0.00% Reduced -647 -647
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,61846.6k $724.4k $724.4k 0.00% Added +15.9k +15,934
20 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 46,17646.2k $717.6k $717.6k 0.00% Added +3.1k +3,064
21 Quent Capital, LLC 0.04% of their portfolio NEW YORK, NY 45,00045.0k $699.3k $699.3k 0.04% Added +15.0k +15,000
22 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 43,26343.3k $672.3k $672.3k 0.00% Added +18.0k +17,964
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 32,79532.8k $509.6k $509.6k 0.00% Added +22.5k +22,487
24 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 32,00032.0k $497.3k $497.3k 0.00% New
25 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 31,81831.8k $494.5k $494.5k 0.00% Added +8.6k +8,606
26 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 27,70927.7k $420.9k $420.9k 0.00% Added +14.4k +14,397
27 Ruane, Cunniff & Goldfarb L.P. 0.01% of their portfolio New York, NY 27,27527.3k $423.9k $423.9k 0.01% Added +12.8k +12,785
28 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 26,42126.4k $410.6k $410.6k 0.00% Reduced -26.6k -26,647
29 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 25,92425.9k $402.9k $402.9k 0.01% New
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,41425.4k $394.9k $394.9k 0.00% Reduced -27.4k -27,385
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,57622.6k $350.8k $350.8k 0.00% Reduced -6.5k -6,477
32 FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio SAN MATEO, CA 22,11022.1k $343.6k $343.6k 0.00% Reduced -185 -185
33 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 21,30321.3k $331.0k $331.0k 0.00% New
34 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 18,66818.7k $290.1k $290.1k 0.00% Added +1.0k +1,022
35 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 18,47518.5k $287.1k $287.1k 0.00% Reduced -5.8k -5,789
36 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 18,10018.1k $281.0k $281.0k 0.02% New
37 Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio Bala Cynwyd, PA 17,48817.5k $271.8k $271.8k 0.00% New
38 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 16,65016.6k $258.7k $258.7k 0.00% New
39 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 15,09115.1k $234.5k $234.5k 0.01% New
40 R Squared Ltd 0.11% of their portfolio HONG KONG, K3 13,97814.0k $217.2k $217.2k 0.11% New
41 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 12,30012.3k $192.0k $192.0k 0.00% Unchanged
42 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 12,07212.1k $187.6k $187.6k 0.01% New
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,48510.5k $162.9k $162.9k 0.00% Reduced -5.3k -5,255
44 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 10,25210.3k $159.0k $159.0k 0.00% Reduced -10.8k -10,790
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 10,06110.1k $156.3k $156.3k 0.00% New
46 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 7,7137.7k $119.9k $119.9k 0.00% Added +3.6k +3,608
47 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,5855.6k $86.8k $86.8k 0.00% Added +1.6k +1,585
48 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,6653.7k $57.0k $57.0k 0.00% Unchanged
49 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,6343.6k $56.5k $56.5k 0.00% Reduced -300 -300
50 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 538538 $8.4k $8.4k 0.00% Unchanged
51 FMR LLC 0.00% of their portfolio BOSTON, MA 413413 $6.4k $6.4k 0.00% Added +112 +112
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 408408 $6.0k $6.0k 0.00% Added +158 +158
53 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 406406 $6.3k $6.3k 0.00% New
54 Persistent Asset Partners Ltd 0.00% of their portfolio HONG KONG, K3 266266 $4.1k $4.1k 0.00% New
55 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 140140 $2.2k $2.2k 0.00% New
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 122122 $1.9k $1.9k 0.00% New
57 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 9090 $1.4k $1.4k 0.00% Unchanged
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6666 $1.0k $1.0k 0.00% Reduced -264 -264
59 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 5252 $808 $808 0.00% New
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4040 $621 $621 0.00% Reduced -95 -95
61 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 3636 $0 $0 0.00% New
62 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 11 $11 $11 0.00% Unchanged
63 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $16 $16 0.00% Unchanged