SDHC Institutional Ownership & Shareholders
SMITH DOUGLAS HOMES CORP (SDHC) is currently held by 62 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $100.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Conifer Management is currently the largest disclosed institutional shareholder of SDHC tracked by InsiderSet, reporting ownership valued at approximately $22.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.06M, representing an estimated loss of -36.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed SDHC value among the investors covered in this analysis. Major shareholders include Conifer Management, Kayne Anderson Rudnick Investment Management Llc, Beck Mack & Oliver Llc, and several other long-term asset managers with concentrated positions in SMITH DOUGLAS HOMES CORP (SDHC).
This page ranks the largest institutional SDHC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$100.24M
Largest Holder
Conifer Management
Largest Position
$22.27M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Conifer Management | Greg Alexander | 3.67% | 1,433,350 | $22,274,259 | $14,061,164 | -$8,213,096 | -36.87% |
| Kayne Anderson Rudnick Investment Management Llc | 0.05% | 974,282 | $15,140,342 | $9,557,706 | -$5,582,636 | -36.87% | |
| Beck Mack & Oliver Llc | 0.25% | 835,065 | $12,976,910 | $8,191,988 | -$4,784,922 | -36.87% | |
| Wellington Management Group Llp | 0.00% | 622,625 | $9,675,593 | $6,107,951 | -$3,567,642 | -36.87% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.01% | 404,274 | $6,282,418 | $3,965,928 | -$2,316,490 | -36.87% |
| Vanguard Capital Management Llc | 0.00% | 364,949 | $5,671,307 | $3,580,150 | -$2,091,157 | -36.87% | |
| Blackrock, Inc. | 0.00% | 208,862 | $3,245,716 | $2,048,936 | -$1,196,780 | -36.87% | |
| Marshall Wace, Llp | 0.00% | 163,864 | $2,546,446 | $1,607,506 | -$938,940 | -36.87% | |
| Gilder Gagnon Howe & Co Llc | 0.03% | 161,307 | $2,506,711 | $1,582,422 | -$924,289 | -36.87% | |
| D. E. Shaw & Co., Inc. | 0.00% | 142,986 | $2,222,002 | $1,402,693 | -$819,309 | -36.87% | |
| Wells Fargo & Company/Mn | 0.00% | 117,508 | $1,826,074 | $1,152,753 | -$673,321 | -36.87% | |
| Jane Street Group, Llc | 0.00% | 84,735 | $1,316,782 | $831,250 | -$485,532 | -36.87% | |
| Geode Capital Management, Llc | 0.00% | 96,163 | $977,432 | $943,359 | -$34,073 | -3.49% | |
| Trexquant Investment Lp | 0.01% | 56,477 | $877,653 | $554,039 | -$323,614 | -36.87% | |
| Vanguard Fiduciary Trust Co | 0.00% | 54,044 | $839,844 | $530,172 | -$309,672 | -36.87% | |
| Jpmorgan Chase & Co | 0.00% | 51,376 | $770,126 | $503,999 | -$266,127 | -34.56% | |
| Ubs Group Ag | 0.00% | 47,622 | $740,046 | $467,172 | -$272,874 | -36.87% | |
| Goldman Sachs Group Inc | 0.00% | 46,618 | $724,444 | $457,323 | -$267,121 | -36.87% | |
| State Street Corp | 0.00% | 46,176 | $717,575 | $452,987 | -$264,588 | -36.87% | |
| Quent Capital, Llc | 0.04% | 45,000 | $699,300 | $441,450 | -$257,850 | -36.87% | |
| Morgan Stanley | 0.00% | 32,795 | $509,635 | $321,719 | -$187,916 | -36.87% | |
| Verition Fund Management Llc | 0.00% | 32,000 | $497,280 | $313,920 | -$183,360 | -36.87% | |
| Squarepoint Ops Llc | 0.00% | 31,818 | $494,452 | $312,135 | -$182,317 | -36.87% | |
| Sequoia Fund | Ruane, Cunniff & Goldfarb | 0.01% | 27,275 | $423,854 | $267,568 | -$156,286 | -36.87% |
| Hsbc Holdings Plc | 0.00% | 27,709 | $420,900 | $271,825 | -$149,075 | -35.42% | |
| Sei Investments Co | 0.00% | 26,421 | $410,582 | $259,190 | -$151,392 | -36.87% | |
| Xtx Topco Ltd | 0.01% | 25,924 | $402,859 | $254,314 | -$148,545 | -36.87% | |
| Citadel Advisors Llc | 0.00% | 25,414 | $394,933 | $249,311 | -$145,622 | -36.87% | |
| Dimensional Fund Advisors Lp | 0.00% | 37,839 | $384,444 | $371,201 | -$13,243 | -3.44% | |
| Envestnet Asset Management Inc | 0.00% | 22,576 | $350,831 | $221,471 | -$129,360 | -36.87% | |
| Fuller & Thaler Asset Management, Inc. | 0.00% | 22,110 | $343,589 | $216,899 | -$126,690 | -36.87% | |
| Tudor Investment Corp Et Al | 0.00% | 21,303 | $331,049 | $208,982 | -$122,067 | -36.87% | |
| Northern Trust Corp | 0.00% | 18,668 | $290,101 | $183,133 | -$106,968 | -36.87% | |
| Gsa Capital Partners Llp | 0.02% | 18,100 | $281,000 | $177,561 | -$103,439 | -36.81% | |
| Susquehanna Portfolio Strategies, Llc | 0.00% | 17,488 | $271,764 | $171,557 | -$100,207 | -36.87% | |
| Millennium Management Llc | 0.00% | 16,650 | $258,741 | $163,337 | -$95,405 | -36.87% | |
| Occudo Quantitative Strategies Lp | 0.01% | 15,091 | $234,514 | $148,043 | -$86,471 | -36.87% | |
| Bank Of New York Mellon Corp | 0.00% | 19,799 | $201,158 | $194,228 | -$6,930 | -3.44% | |
| Barclays Plc | 0.00% | 19,393 | $197,034 | $190,245 | -$6,789 | -3.45% | |
| Price T Rowe Associates Inc | 0.00% | 12,300 | $192,000 | $120,663 | -$71,337 | -37.15% | |
| Graham Capital Management, L.P. | 0.01% | 12,072 | $187,599 | $118,426 | -$69,173 | -36.87% | |
| Daiwa Securities Group Inc. | 0.00% | 16,656 | $169,225 | $163,395 | -$5,830 | -3.44% | |
| Stifel Financial Corp | 0.00% | 10,485 | $162,934 | $102,858 | -$60,076 | -36.87% | |
| Hrt Financial Lp | 0.00% | 10,252 | $159,000 | $100,572 | -$58,428 | -36.75% | |
| Integrity Alliance, Llc. | 0.00% | 15,590 | $158,394 | $152,938 | -$5,456 | -3.44% | |
| Charles Schwab Investment Management Inc | 0.00% | 10,061 | $156,348 | $98,698 | -$57,650 | -36.87% | |
| R Squared Ltd | 0.07% | 13,646 | $138,643 | $133,867 | -$4,776 | -3.44% | |
| Us Bancorp \De\ | 0.00% | 5,820 | $59,131 | $57,094 | -$2,037 | -3.44% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,665 | $56,954 | $35,954 | -$21,000 | -36.87% | |
| Bnp Paribas Financial Markets | 0.00% | 3,634 | $56,472 | $35,650 | -$20,822 | -36.87% |
Frequently asked questions about SDHC
Who are the largest institutional holders of SDHC?
The largest institutional holders of SDHC reported in the latest SEC Form 13F filings include Conifer Management, Kayne Anderson Rudnick Investment Management Llc, Beck Mack & Oliver Llc, Wellington Management Group Llp, and First Eagle U.S. Value. InsiderSet ranks institutional holders by their latest reported SDHC position.
What is SDHC institutional ownership?
This page tracks SDHC positions reported by institutional investment managers through SEC Form 13F. SMITH DOUGLAS HOMES CORP (SDHC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SDHC?
InsiderSet currently tracks 62 institutional managers reporting SDHC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SDHC shareholders.
How much SDHC stock do institutions own?
Institutional investment managers disclosed approximately $100.24M in SDHC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SDHC institutional ownership last updated?
The latest SDHC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SDHC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SDHC position after the reporting date.
Are institutions buying or selling SDHC?
Institutional buying and selling can be analyzed by comparing SDHC positions across consecutive 13F reporting periods. InsiderSet's SDHC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDHC ownership changes.
How has SDHC institutional ownership changed over time?
InsiderSet tracks SDHC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.