$SDHC

$10.43 -$0.11 (1.0%) Live

$SDHC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 8.4M shares outstanding

Who owns SDHC?

By type of holder

Institutions 83.7% Insiders 0.0% Everyone else 16.3%

Concentration Top 10 holders own 68.0%

Conifer Management, L.L.C. 17.1% · Kayne Anderson Rudnick Investment Management LLC 11.6%

Institutional ownership

83.7%

-9.9 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

−828.4K

by institutions in Q2 2026

New / sold out

14 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

D. E. Shaw & Co., Inc. +64.6K
Marshall Wace, LLP +62.0K

Biggest sellers in Q2 2026

Kayne Anderson Rudnick Investment Management LLC −366.9K
Massachusetts Financial Services Co /ma/ SOLD OUT −322.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Smith Douglas Homes Corp in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Smith Douglas Homes Corp.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years89% Under 1 year11%

Quarterly turnover

12.2%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting SDHC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CM Conifer Management, L.L.C.	1.4M	17.10%	Unchanged	2025	3.7%
Shares held by quarter Peak holding1.4M (Q4'25) Change over 8 quarters+1.4M Share of the company17.100% Conifer Management, L.L.C.'s full portfolio →
KA Kayne Anderson Rudnick Investment Management LLC	974.3K	11.63%	−366.9K (−27.4%)	2024	0.1%
Shares held by quarter Peak holding1.8M (Q3'24) Change over 8 quarters−859.5K Share of the company11.630% Kayne Anderson Rudnick Investment Management LLC's full portfolio →

Conifer Management, L.L.C.

1.4M

% of company

17.10%

Change vs last qtr

Unchanged

Held since

2025

Kayne Anderson Rudnick Investment Management LLC

974.3K

% of company

11.63%

Change vs last qtr

−366.9K (−27.4%)

Held since

2024

28 more super investors behind a free account

See every manager holding Smith Douglas Homes Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SDHC on Form N-PORT; together they hold 32.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
WM Wasatch Micro Cap Fund Wasatch Funds Trust	$8.18M	526.3K	6.28%	1.21%	June 30, 2026
VK Virtus KAR Small-Cap Growth Fund Virtus Equity Trust	$7.12M	458.2K	5.47%	1.15%	June 30, 2026

Wasatch Micro Cap Fund

Wasatch Funds Trust

Position value

$8.18M

% of company

6.28%

% of the fund

1.21%

As of

June 30, 2026

Virtus KAR Small-Cap Growth Fund

Virtus Equity Trust

Position value

$7.12M

% of company

5.47%

% of the fund

1.15%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Smith Douglas Homes Corp and how much of the fund the position is.

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