SMITH DOUGLAS HOMES CORP (SDHC)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Conifer Management, L.L.C. | $22.3M | 1,433,350 | 3.67% | 5q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $15.1M | 974,282 | 0.05% | 10q | -27.4%-$5.7M |
| BECK MACK & OLIVER LLC | $13.0M | 835,065 | 0.25% | 10q | -1.8%-$241.3K |
| First Eagle Investment Management, LLC | $12.6M | 808,548 | 0.01% | 8q | +110.1%+$6.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $9.7M | 622,625 | 0.00% | 10q | -17.9%-$2.1M |
| WASATCH ADVISORS LP | $8.3M | 531,223 | 0.05% | 8q | -9.5%-$863.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.7M | 364,949 | 0.00% | 2q | -8.0%-$494.4K |
| BlackRock, Inc. | $3.2M | 208,862 | 0.00% | 8q | +30.8%+$765.0K |
| MARSHALL WACE, LLP | $2.5M | 163,864 | 0.00% | 2q | +60.8%+$963.3K |
| GILDER GAGNON HOWE & CO LLC | $2.5M | 161,307 | 0.03% | 10q | -11.7%-$332.4K |
| D. E. Shaw & Co., Inc. | $2.2M | 142,986 | 0.00% | 10q | +82.3%+$1.0M |
| WELLS FARGO & COMPANY/MN | $1.8M | 117,508 | 0.00% | 10q | -6.3%-$122.4K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.6M | 103,146 | 0.00% | 10q | -4.9%-$83.2K |
| JANE STREET GROUP, LLC | $1.3M | 84,735 | 0.00% | 2q | +3.1%+$39.8K |
| Trexquant Investment LP | $877.7K | 56,477 | 0.01% | 2q | +256.4%+$631.4K |
| VANGUARD FIDUCIARY TRUST CO | $839.8K | 54,044 | 0.00% | 2q | +0.7%+$5.7K |
| JPMORGAN CHASE & CO | $770.1K | 51,376 | 0.00% | 2q | +62.8%+$297.1K |
| UBS Group AG | $740.0K | 47,622 | 0.00% | 9q | -1.3%-$10.1K |
| GOLDMAN SACHS GROUP INC | $724.4K | 46,618 | 0.00% | 2q | +51.9%+$247.6K |
| STATE STREET CORP | $717.6K | 46,176 | 0.00% | 10q | +7.1%+$47.6K |
| Quent Capital, LLC | $699.3K | 45,000 | 0.04% | 3q | +50.0%+$233.1K |
| DIMENSIONAL FUND ADVISORS LP | $672.3K | 43,263 | 0.00% | 2q | +71.0%+$279.2K |
| MORGAN STANLEY | $509.6K | 32,795 | 0.00% | 10q | +218.2%+$349.4K |
| Verition Fund Management LLC | $497.3K | 32,000 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $494.5K | 31,818 | 0.00% | 2q | +37.1%+$133.7K |
| Ruane, Cunniff & Goldfarb L.P. | $423.9K | 27,275 | 0.01% | 4q | +88.2%+$198.7K |
| HSBC HOLDINGS PLC | $420.9K | 27,709 | 0.00% | 2q | +108.2%+$218.7K |
| SEI INVESTMENTS CO | $410.6K | 26,421 | 0.00% | 10q | -50.2%-$414.1K |
| XTX Topco Ltd | $402.9K | 25,924 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $394.9K | 25,414 | 0.00% | 2q | -51.9%-$425.6K |
| ENVESTNET ASSET MANAGEMENT INC | $350.8K | 22,576 | 0.00% | 10q | -22.3%-$100.7K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $343.6K | 22,110 | 0.00% | 5q | -0.8%-$2.9K |
| TUDOR INVESTMENT CORP ET AL | $331.0K | 21,303 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $290.1K | 18,668 | 0.00% | 10q | +5.8%+$15.9K |
| Daiwa Securities Group Inc. | $287.1K | 18,475 | 0.00% | 10q | -23.9%-$90.0K |
| GSA CAPITAL PARTNERS LLP | $281.0K | 18,100 | 0.02% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $271.8K | 17,488 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $258.7K | 16,650 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $234.5K | 15,091 | 0.01% | new | NEW |
| R Squared Ltd | $217.2K | 13,978 | 0.11% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $192.0K | 12,300 | 0.00% | 3q | HELD |
| Graham Capital Management, L.P. | $187.6K | 12,072 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $162.9K | 10,485 | 0.00% | 10q | -33.4%-$81.7K |
| HRT FINANCIAL LP | $159.0K | 10,252 | 0.00% | 2q | -51.3%-$167.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.3K | 10,061 | 0.00% | new | NEW |
| BARCLAYS PLC | $119.9K | 7,713 | 0.00% | 2q | +87.9%+$56.1K |
| US BANCORP \DE\ | $86.8K | 5,585 | 0.00% | 10q | +39.6%+$24.6K |
| Vanguard Global Advisers, LLC | $57.0K | 3,665 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $56.5K | 3,634 | 0.00% | 3q | -7.6%-$4.7K |
| FIFTH THIRD BANCORP | $8.4K | 538 | 0.00% | 2q | HELD |
| FMR LLC | $6.4K | 413 | 0.00% | 7q | +37.2%+$1.7K |
| JONES FINANCIAL COMPANIES LLLP | $6.0K | 408 | 0.00% | 5q | +63.2%+$2.3K |
| Persistent Asset Partners Ltd | $4.1K | 266 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $2.2K | 140 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9K | 122 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $1.4K | 90 | 0.00% | 10q | HELD |
| ROYAL BANK OF CANADA | $1.0K | 66 | 0.00% | 2q | -80.0%-$4.0K |
| Buck Wealth Strategies, LLC | $808 | 52 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $621 | 40 | 0.00% | 6q | -70.4%-$1.5K |
| Caitong International Asset Management Co., Ltd | $16 | 1 | 0.00% | 2q | HELD |
| Kingdom Financial Group LLC. | $11 | 1 | 0.00% | 3q | HELD |
| Avion Wealth | $0 | 36 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 5.0% |
| 2026-10-13 | 13G/A | Wasatch Advisors LP | 0.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-10 | Bradbury Thomas L | Director, 10% owner | Bought | 19,360 | $199.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $329.1K | 32,389 | 1 | 0 | 1 | 0.0% |
| Q2 2026 | 62 | $115.5M | 7,434,761 | 15 | 21 | 19 | 0.0% |
| Q1 2026 | 57 | $100.3M | 7,841,383 | 18 | 13 | 17 | 0.0% |
| Q4 2025 | 45 | $152.5M | 9,091,991 | 9 | 21 | 7 | 0.0% |
| Q3 2025 | 51 | $156.6M | 8,867,960 | 10 | 12 | 18 | 0.0% |
| Q2 2025 | 55 | $181.5M | 9,345,845 | 11 | 14 | 19 | 0.0% |
| Q1 2025 | 54 | $183.0M | 9,370,649 | 6 | 19 | 16 | 0.0% |
| Q4 2024 | 70 | $243.6M | 9,496,953 | 8 | 14 | 31 | 0.0% |
| Q3 2024 | 74 | $364.8M | 9,656,842 | 22 | 26 | 15 | 0.0% |
| Q2 2024 | 62 | $229.4M | 9,813,839 | 16 | 19 | 18 | 0.0% |
| Q1 2024 | 70 | $282.9M | 9,524,186 | 69 | 0 | 0 | 0.0% |
