Smith Douglas Homes Corp. (SDHC) — Institutional Holders, Q2 2026
63 institutional investment managers reported a SDHC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $109.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SDHC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- D. E. ShawAdded · +64,560 sh+$1.0M
- MARSHALL WACE, LLPAdded · +61,989 sh+$963.3K
- BlackRockAdded · +49,230 sh+$765.0K
- Trexquant InvestmentAdded · +40,629 sh+$631.4K
- Verition Fund ManagementNew · +32,000 sh+$497.3K
Biggest sellers
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -366,939 sh-$5.7M
- MASSACHUSETTS FINANCIAL SERVICESSold out · -322,166 sh-$5.0M
- FEDERATED HERMESSold out · -258,900 sh-$4.0M
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -136,171 sh-$2.1M
- WASATCH ADVISORSTrimmed · -55,532 sh-$863.0K
SDHC 13F holders ranked 1–63 of 63
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Conifer Management, L.L.C.#1 · 1,433,350 sh | 1,433,350 | $22.3M | 3.67% | 0.0% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2 · 974,282 sh | 974,282 | $15.1M | 0.05% | -27.4% |
| 3 | BECK MACK & OLIVER#3 · 835,065 sh | 835,065 | $13.0M | 0.25% | -1.8% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP#4 · 622,625 sh | 622,625 | $9.7M | <0.01% | -17.9% |
| 5 | WASATCH ADVISORS#5 · 531,223 sh | 531,223 | $8.3M | — | -9.5% |
| 6 | First Eagle Investment Management#6 · 404,274 sh | 404,274 | $6.3M | 0.01% | +5.1% |
| 7 | VANGUARD CAPITAL MANAGEMENT#7 · 364,949 sh | 364,949 | $5.7M | <0.01% | -8.0% |
| 8 | BlackRock#8 · 208,862 sh | 208,862 | $3.2M | 0.00% | +30.8% |
| 9 | MARSHALL WACE, LLP#9 · 163,864 sh | 163,864 | $2.5M | <0.01% | +60.8% |
| 10 | GILDER GAGNON HOWE#10 · 161,307 sh | 161,307 | $2.5M | 0.03% | -11.7% |
| 11 | D. E. Shaw#11 · 142,986 sh | 142,986 | $2.2M | <0.01% | +82.3% |
| 12 | WELLS FARGO & COMPANY#12 · 117,508 sh | 117,508 | $1.8M | <0.01% | -6.3% |
| 13 | GEODE CAPITAL MANAGEMENT#13 · 103,146 sh | 103,146 | $1.6M | <0.01% | -4.9% |
| 14 | JANE STREET GROUP#14 · 84,735 sh | 84,735 | $1.3M | <0.01% | +3.1% |
| 15 | Trexquant Investment#15 · 56,477 sh | 56,477 | $877.7K | <0.01% | +256.4% |
| 16 | VANGUARD FIDUCIARY#16 · 54,044 sh | 54,044 | $839.8K | <0.01% | +0.7% |
| 17 | JPMORGAN CHASE#17 · 51,376 sh | 51,376 | $770.1K | 0.00% | +62.8% |
| 18 | UBS Group AG#18 · 47,622 sh | 47,622 | $740.0K | <0.01% | -1.3% |
| 19 | GOLDMAN SACHS GROUP#19 · 46,618 sh | 46,618 | $724.4K | <0.01% | +51.9% |
| 20 | STATE STREET#20 · 46,176 sh | 46,176 | $717.6K | 0.00% | +7.1% |
| 21 | Quent Capital#21 · 45,000 sh | 45,000 | $699.3K | 0.04% | +50.0% |
| 22 | DIMENSIONAL FUND ADVISORS#22 · 43,263 sh | 43,263 | $672.3K | <0.01% | +71.0% |
| 23 | MORGAN STANLEY#23 · 32,795 sh | 32,795 | $509.6K | 0.00% | +218.2% |
| 24 | Verition Fund Management#24 · 32,000 sh | 32,000 | $497.3K | <0.01% | New |
| 25 | Squarepoint Ops#25 · 31,818 sh | 31,818 | $494.5K | <0.01% | +37.1% |
| 26 | Ruane, Cunniff & Goldfarb L.P.#26 · 27,275 sh | 27,275 | $423.9K | <0.01% | +88.2% |
| 27 | HSBC PLC#27 · 27,709 sh | 27,709 | $420.9K | <0.01% | +108.2% |
| 28 | SEI INVESTMENTS#28 · 26,421 sh | 26,421 | $410.6K | <0.01% | -50.2% |
| 29 | XTX Topco Ltd#29 · 25,924 sh | 25,924 | $402.9K | <0.01% | New |
| 30 | CITADEL ADVISORS#30 · 25,414 sh | 25,414 | $394.9K | 0.00% | -51.9% |
| 31 | ENVESTNET ASSET MANAGEMENT#31 · 22,576 sh | 22,576 | $350.8K | <0.01% | -22.3% |
| 32 | FULLER & THALER ASSET MANAGEMENT#32 · 22,110 sh | 22,110 | $343.6K | <0.01% | -0.8% |
| 33 | TUDOR INVESTMENT ET AL#33 · 21,303 sh | 21,303 | $331.0K | <0.01% | New |
| 34 | NORTHERN#34 · 18,668 sh | 18,668 | $290.1K | 0.00% | +5.8% |
| 35 | Daiwa Securities Group#35 · 18,475 sh | 18,475 | $287.1K | <0.01% | -23.9% |
| 36 | GSA CAPITAL PARTNERS LLP#36 · 18,100 sh | 18,100 | $281.0K | 0.02% | New |
| 37 | Susquehanna Portfolio Strategies#37 · 17,488 sh | 17,488 | $271.8K | <0.01% | New |
| 38 | MILLENNIUM MANAGEMENT#38 · 16,650 sh | 16,650 | $258.7K | <0.01% | New |
| 39 | OCCUDO QUANTITATIVE STRATEGIES#39 · 15,091 sh | 15,091 | $234.5K | 0.01% | New |
| 40 | R Squared Ltd#40 · 13,978 sh | 13,978 | $217.2K | 0.11% | New |
| 41 | PRICE T ROWE ASSOCIATES#41 · 12,300 sh | 12,300 | $192.0K | 0.00% | 0.0% |
| 42 | Graham Capital Management, L.P.#42 · 12,072 sh | 12,072 | $187.6K | <0.01% | New |
| 43 | STIFEL FINANCIAL#43 · 10,485 sh | 10,485 | $162.9K | <0.01% | -33.4% |
| 44 | HRT FINANCIAL#44 · 10,252 sh | 10,252 | $159.0K | <0.01% | -51.3% |
| 45 | CHARLES SCHWAB INVESTMENT MANAGEMENT#45 · 10,061 sh | 10,061 | $156.3K | 0.00% | New |
| 46 | BARCLAYS PLC#46 · 7,713 sh | 7,713 | $119.9K | 0.00% | +87.9% |
| 47 | US BANCORP \DE\#47 · 5,585 sh | 5,585 | $86.8K | <0.01% | +39.6% |
| 48 | Vanguard Global Advisers#48 · 3,665 sh | 3,665 | $57.0K | 0.00% | 0.0% |
| 49 | BNP PARIBAS FINANCIAL MARKETS#49 · 3,634 sh | 3,634 | $56.5K | 0.00% | -7.6% |
| 50 | FIFTH THIRD BANCORP#50 · 538 sh | 538 | $8.4K | 0.00% | 0.0% |
| 51 | FMR#51 · 413 sh | 413 | $6.4K | 0.00% | +37.2% |
| 52 | Integrated Wealth Concepts#52 · 406 sh | 406 | $6.3K | 0.00% | New |
| 53 | JONES FINANCIAL COMPANIES LLLP#53 · 408 sh | 408 | $6.0K | 0.00% | +63.2% |
| 54 | Persistent Asset Partners Ltd#54 · 266 sh | 266 | $4.1K | <0.01% | New |
| 55 | Rockefeller Capital Management L.P.#55 · 140 sh | 140 | $2.2K | 0.00% | New |
| 56 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#56 · 122 sh | 122 | $1.9K | 0.00% | New |
| 57 | WOLFF WIESE MAGANA#57 · 90 sh | 90 | $1.4K | — | 0.0% |
| 58 | ROYAL BANK OF CANADA#58 · 66 sh | 66 | $1.0K | 0.00% | -80.0% |
| 59 | Buck Wealth Strategies#59 · 52 sh | 52 | $808.00 | <0.01% | New |
| 60 | OSAIC#60 · 40 sh | 40 | $621.00 | 0.00% | -70.4% |
| 61 | Caitong International Asset Management , Ltd#61 · 1 sh | 1 | $16.00 | 0.00% | 0.0% |
| 62 | Kingdom Financial Group#62 · 1 sh | 1 | $11.00 | 0.00% | 0.0% |
| 63 | Avion Wealth#63 · 36 sh | 36 | $0.00 | 0.00% | New |
Funds that sold out of SDHC in Q2 2026 (10)
Held SDHC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES322,166 sh | 322,166 | $4.1M |
| FEDERATED HERMES258,900 sh | 258,900 | $3.3M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY25,006 sh | 25,006 | $320.0K |
| AXQ CAPITAL15,437 sh | 15,437 | $197.6K |
| VARCOV14,258 sh | 14,258 | $182.5K |
| Tower Research Capital (TRC)9,178 sh | 9,178 | $117.5K |
| Advisory Services Network149 sh | 149 | $1.9K |
| Rachor Investment Advisory Services4 sh | 4 | $52.00 |
| Lloyd Advisory Services1 sh | 1 | $9.00 |
| Capital Advisors, Ltd.4 sh | 4 | $0.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.