SOUTHLAND HLDGS INC SLND
COM · Common Stock · CUSIP 84445C100
- SectorIndustrials
- IndustryHeavy Construction Other Than Bldg Const - Contractors
- HeadquartersGrapevine, TX
- 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 ($2.0k this quarter). Holder counts are more reliable. Shares outstanding: 54.4m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $0.67.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 13 |
| Q2 2023 | 33 |
| Q3 2023 | 34 |
| Q4 2023 | 33 |
| Q1 2024 | 36 |
| Q2 2024 | 44 |
| Q3 2024 | 51 |
| Q4 2024 | 52 |
| Q1 2025 | 57 |
| Q2 2025 | 62 |
| Q3 2025 | 65 |
| Q4 2025 | 66 |
| Q1 2026 | 71 |
| Q2 2026 | 60 |
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 | 30 | 11 |
| Q4 2024 | 31 | 15 |
| Q1 2025 | 29 | 17 |
| Q2 2025 | 31 | 27 |
| Q3 2025 | 33 | 22 |
| Q4 2025 | 29 | 29 |
| Q1 2026 | 38 | 28 |
| Q2 2026 | 33 | 38 |
Biggest buyers
| JANE STREET GROUP, LLC | New | +153.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +106.9k |
| MILLENNIUM MANAGEMENT LLC | New | +74.7k |
| GSA CAPITAL PARTNERS LLP | Added | +53.2k |
| GOLDMAN SACHS GROUP INC | Added | +43.5k |
| Qube Research & Technologies Ltd | New | +42.4k |
| GENDELL JEFFREY L | Added | +42.4k |
| XTX Topco Ltd | Added | +29.3k |
| JPMORGAN CHASE & CO | Added | +20.5k |
| IEQ CAPITAL, LLC | New | +19.7k |
Biggest sellers
| BlackRock, Inc. | Reduced | -396.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -203.8k |
| VERUS CAPITAL PARTNERS, LLC | Reduced | -146.9k |
| Squarepoint Ops LLC | Sold out | -80.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -71.9k |
| MORGAN STANLEY | Reduced | -66.5k |
| NORTHERN TRUST CORP | Reduced | -63.7k |
| STATE STREET CORP | Sold out | -52.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold out | -44.4k |
| DIMENSIONAL FUND ADVISORS LP | Sold out | -36.5k |
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 |
|---|---|
Renda Frankie S.
13D · may seek influence
filed 2024-12-31
Stated purposeItem 4 is hereby amended and supplemented as follows: The securities covered by the Schedule and this Amendment No. 2 were acquired for investment purposes. Mr. Renda currently serves as (i) a Class III Director of the Company; (ii) interim Chairman of the Board; and (iii) President and Chief Executive Officer of the Company. As a director and officer of the Company, the Reporting Person may have influence over the corporate activities of the Company, including activities which may relate to the transactions described in clauses (a) through (j) of Item 4 of Schedule 13D. Except as set forth in this Item 4, the Reporting Persons do not have any present plans or proposals that relate to or that would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule … Full filing |
51.6% |
Renda Rudolph V.
13D · may seek influence
filed 2024-12-31
Stated purposeItem 4 is hereby amended and supplemented as follows: The securities covered by the Schedule and this Amendment No. 1 were acquired for investment purposes. The Reporting Person currently serves as Co-Chief Operating Officer and Executive Vice President - Strategy and Special Projects of the Company. As an officer of the Company, the Reporting Person may have influence over the corporate activities of the Company, including activities which may relate to the transactions described in clauses (a) through (j) of Item 4 of Schedule 13D. Except as set forth in this Item 4, the Reporting Person does not have any present plans or proposals that relate to or that would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D. The Reporting Person retains th… Full filing |
17.1% |
Fell to 5% or below in the last year: Winn Walter Timothy (3.5%, 2025-11-14)
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 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $42.9k | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| GENDELL JEFFREY L 0.01% of their portfolio | 2.3m $1.5m | Added +42.4k |
| Palogic Value Management, L.P. 0.18% of their portfolio | 682.2k $498.9k | Added +290 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 681.7k $452.5k | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 569.3k $378.0k | Unchanged |
| VERUS CAPITAL PARTNERS, LLC 0.01% of their portfolio | 335.2k $222.5k | Reduced -146.9k |
| Advisory Services Network, LLC 0.00% of their portfolio | 242.8k $161.1k | Reduced -2.6k |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 226.6k $150.0k | Added +53.2k |
| Focus Partners Wealth 0.00% of their portfolio | 184.7k $122.6k | Added +331 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 179.5k $119.1k | Added +106.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 153.6k $101.9k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 137.0k $90.9k | Reduced -203.8k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 120.0k $79.7k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 108.3k $71.9k | Added +43.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 97.1k $64.4k | Unchanged |
| Tyche Wealth Partners LLC 0.01% of their portfolio | 80.6k $53.5k | Reduced -10.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 74.7k $49.6k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 72.7k $48.3k | Reduced -4.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 70.9k $47.1k | Reduced -32.4k |
| BlackRock, Inc. 0.00% of their portfolio | 68.8k $45.7k | Reduced -396.2k |
| XTX Topco Ltd 0.00% of their portfolio | 60.4k $40.1k | Added +29.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 49.8k $36.5k | Added +20.5k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 42.4k $28.2k | New |
| Navis Wealth Advisors, LLC 0.01% of their portfolio | 35.1k $23.3k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 28.1k $18.7k | Reduced -66.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 25.6k $17.0k | Reduced -63.7k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 19.7k $13.1k | New |
| Texas Capital Bank Wealth Management Services Inc 0.00% of their portfolio | 19.4k $12.9k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 16.1k $10.7k | Added +12.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 15.1k $10.0k | Added +14.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 13.9k $9.2k | New |
| Ground Swell Capital, LLC 0.01% of their portfolio | 13.9k $9.2k | New |
| Virtu Financial LLC 0.00% of their portfolio | 12.5k $8.0k | Added +1.8k |
| FMR LLC 0.00% of their portfolio | 9.2k $6.1k | Reduced -2.5k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 8.8k $5.8k | Added +1.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 5.7k $3.0k | Reduced -10.3k |
| Transamerica Financial Advisors, LLC 0.00% of their portfolio | 5.1k $3.4k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 3.3k $2.2k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.1k $2.0k | Added +866 |
| Arax Advisory Partners 0.00% of their portfolio | 3.0k $2.0k | Added +3.0k |
| Parallel Advisors, LLC 0.00% of their portfolio | 2.0k $1.3k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.7k $1.2k | Reduced -1.8k |
| BARCLAYS PLC 0.00% of their portfolio | 808 $536 | Reduced -2.6k |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 772 $512 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 483 $321 | New |
| CITIGROUP INC 0.00% of their portfolio | 309 $205 | Reduced -276 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 290 $192 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 278 $185 | Added +198 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 274 $182 | Added +197 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 244 $162 | Reduced -14.1k |
| Essential Partners LLC 0.00% of their portfolio | 226 $150 | Added +184 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 224 $149 | New |
| True Wealth Design, LLC 0.00% of their portfolio | 99 $66 | Added +78 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 45 $30 | Added +35 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 42 $28 | Added +31 |
| Fortitude Family Office, LLC 0.00% of their portfolio | 33 $22 | New |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 14 $10 | Added +11 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 8 $6 | New |
| Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio | 8 $5 | New |
| IFP Advisors, Inc 0.00% of their portfolio | 3 $2 | Reduced -12 |
| JPL Wealth Management, LLC 0.00% of their portfolio | 2 $2 | New |