Smith Douglas Homes Ownership | Who Owns Smith Douglas Homes?
Smith Douglas Homes Ownership Summary
Smith Douglas Homes is owned by 17.74% institutional investors, 3.83% insiders, and 78.43% retail investors. Conifer management is the largest institutional shareholder, holding 15.93% of SDHC shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 10.32% of its assets in Smith Douglas Homes shares.
SDHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Smith Douglas Homes | 17.74% | 3.83% | 78.43% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Real Estate Development Stocks | 16.10% | 57.11% | 26.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Conifer management | 1.43M | 15.93% | $18.35M |
| Kayne anderson rudnick investment management | 1.34M | 14.90% | $17.17M |
| Beck mack & oliver | 850.59K | 9.45% | $10.89M |
| Wellington management group llp | 758.80K | 8.43% | $9.71M |
| Wasatch advisors lp | 586.75K | 6.52% | $7.51M |
| 12 west capital management lp | 535.14K | 5.97% | $9.45M |
| Vanguard group | 452.63K | 5.05% | $7.59M |
| First eagle investment management | 384.77K | 4.28% | $4.93M |
| Massachusetts financial services co /ma/ | 322.17K | 3.58% | $4.12M |
| Federated hermes | 258.90K | 2.88% | $3.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Conifer management | 1.43M | 3.50% | $18.35M |
| 12 west capital management lp | 535.14K | 0.98% | $9.45M |
| Covey capital advisors | 36.30K | 0.76% | $704.95K |
| Beck mack & oliver | 850.59K | 0.22% | $10.89M |
| Kayne anderson rudnick investment management | 1.34M | 0.05% | $17.17M |
| Wasatch advisors lp | 586.75K | 0.05% | $7.51M |
| Ghisallo capital management | 50.00K | 0.03% | $883.00K |
| Gilder gagnon howe | 182.70K | 0.03% | $2.34M |
| Quent capital | 30.00K | 0.03% | $384.00K |
| Axq capital, lp | 15.44K | 0.03% | $197.59K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 101.88K | 0.00% | 101.88K |
| Jane street group | 82.18K | 0.00% | 82.18K |
| Vanguard fiduciary trust | 53.68K | 0.00% | 53.68K |
| Citadel advisors | 52.80K | 0.00% | 52.80K |
| D. e. shaw | 78.43K | 0.00% | 45.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Artisan partners limited partnership | - | - | -798.26K |
| Wasatch advisors lp | 586.75K | 0.05% | -663.10K |
| Wellington management group llp | 758.80K | 0.00% | -418.18K |
| Federated hermes | 258.90K | 0.01% | -268.40K |
| Thornburg investment management | - | - | -224.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 82.18K | 0.00% | 82.18K | $1.05M |
| Vanguard fiduciary trust | 53.68K | 0.00% | 53.68K | $687.10K |
| Citadel advisors | 52.80K | 0.00% | 52.80K | $675.83K |
| Covey capital advisors | 36.30K | 0.76% | 36.30K | $704.95K |
| Jpmorgan chase | 31.56K | - | 31.56K | $384.07K |
Sold Out
| Holder | Change |
|---|---|
| Srs capital advisors | -2.00 |
| Transamerica financial advisors | -4.00 |
| Mjt & associates financial advisory group | -15.00 |
| Rise advisors | -26.00 |
| Northwestern mutual wealth management | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 16 | -64.44% | 1,596,721 | -82.40% | 17 | 0.17% | 9 | -72.73% | 5 | -28.57% |
| Dec 31, 2025 | 34 | -33.33% | 7,594,001 | -14.37% | 84 | 0.87% | 26 | 13.04% | 4 | -77.78% |
| Sep 30, 2025 | 50 | -7.41% | 8,867,713 | -4.70% | 98 | 0.92% | 22 | -18.52% | 18 | - |
| Jun 30, 2025 | 55 | 3.77% | 9,343,588 | -2.05% | 104 | 0.90% | 26 | - | 19 | - |
| Mar 31, 2025 | 55 | -21.43% | 9,603,425 | 1.54% | 108 | 0.95% | 26 | 8.33% | 20 | -42.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 861.15K | 10.32% | 50.33K |
| Wasatch Micro Cap | 526.28K | 6.30% | 98.55K |
| First Eagle US Small Cap Strategy | 328.28K | 3.93% | - |
| First Eagle Small Cap Opportunity I | 326.10K | 3.91% | -2.19K |
| Renaissance Global Small Cap | 299.76K | 3.59% | - |
| Vanguard Total Stock Mkt Idx Inv | 290.13K | 3.48% | - |
| Federated Hermes Kaufmann Small Cap A | 258.90K | 3.10% | -268.40K |
| Federated Hermes Kaufmann Small Cap Grow | 258.90K | 3.10% | -268.40K |
| MFS New Discovery Value I | 214.14K | 2.57% | -5.13K |
| Vanguard Institutional Extnd Mkt Idx Tr | 101.81K | 1.22% | 5.52K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2026 | Devendorf Russell | See Remarks | Buy | $21.76K |
| Mar 13, 2026 | Wedewer Neil B | - | Buy | $7.97K |
| Mar 13, 2026 | Devendorf Russell | See Remarks | Buy | $11.56K |
| Mar 13, 2026 | Bradbury Thomas L | Buy | $256.89K | |
| Mar 13, 2026 | Perdue George Ervin III | - | Buy | $249.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 4 | - |
| 2025 Q2 | 12 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
SDHC Ownership FAQ
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