SMITH DOUGLAS HOMES CORP (SDHC) Institutional Ownership Changes & 13F Activity
SMITH DOUGLAS HOMES CORP (SDHC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kayne Anderson Rudnick Investment Management Llc, Wasatch Advisors Lp, Wellington Management Group Llp, Beck Mack & Oliver Llc, and Conifer Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wellington Management Group Llp | Buy | +1,176,973 | — | 1,176,973 | $19.74M | Q4 2025 | Feb 17, 2026 |
| Gilder Gagnon Howe & Co Llc | Buy | +221,324 | — | 221,324 | $3.71M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +33,250 | — | 33,250 | $557.60K | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +17,646 | — | 17,646 | $295.92K | Q4 2025 | Feb 17, 2026 |
| Varcov Co. | Buy | +11,954 | — | 11,954 | $200.47K | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +10,800 | — | 10,800 | $182.00K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +2,809 | — | 2,809 | $47.11K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +708 | — | 708 | $11.87K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +250 | — | 250 | $4.19K | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (Difc) Ltd | Buy | +151 | — | 151 | $2.53K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +130 | — | 130 | $2.18K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +12 | — | 12 | $0.00 | Q4 2025 | Feb 17, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Buy | +1,469,003 | — | 1,469,003 | $24.64M | Q4 2025 | Feb 13, 2026 |
| Conifer Management | Buy | +581,794 | +68.3% | 1,433,350 | $24.04M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +128,597 | — | 128,597 | $2.16M | Q4 2025 | Feb 13, 2026 |
| Sei Investments Co | Buy | +64,930 | — | 64,930 | $1.09M | Q4 2025 | Feb 13, 2026 |
| State Street Corp | Buy | +42,312 | — | 42,312 | $709.57K | Q4 2025 | Feb 13, 2026 |
| Victory Capital Management Inc | Buy | +21,777 | — | 21,777 | $365.20K | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +13,157 | — | 13,157 | $220.64K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +12,150 | — | 12,150 | $203.76K | Q4 2025 | Feb 13, 2026 |
| Citigroup Inc | Buy | +415 | — | 415 | $6.96K | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +4 | — | 4 | $67.00 | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +2 | — | 2 | $34.00 | Q4 2025 | Feb 13, 2026 |
| Wasatch Advisors Lp | Buy | +1,249,857 | — | 1,249,857 | $20.96M | Q4 2025 | Feb 12, 2026 |
| Beck Mack & Oliver Llc | Buy | +816,447 | — | 816,447 | $13.69M | Q4 2025 | Feb 12, 2026 |
| Federated Hermes, Inc. | Buy | +527,300 | — | 527,300 | $8.84M | Q4 2025 | Feb 12, 2026 |
| Blackrock, Inc. | Buy | +158,370 | — | 158,370 | $2.66M | Q4 2025 | Feb 12, 2026 |
| Fuller & Thaler Asset Management, Inc. | Buy | +21,995 | — | 21,995 | $368.86K | Q4 2025 | Feb 12, 2026 |
| Daiwa Securities Group Inc. | Buy | +26,664 | — | 26,664 | $447.00K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +28,799 | — | 28,799 | $482.96K | Q4 2025 | Feb 10, 2026 |
Frequently asked questions about SDHC activity
Which institutional owners are buying SDHC?
Institutional owners buying SDHC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SDHC activity?
"Buy" means an investor increased their reported position in SDHC compared to the prior reporting period. This reflects growing exposure to SMITH DOUGLAS HOMES CORP (SDHC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SDHC increasing?
Institutional interest in SDHC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SDHC Institutional Insights
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- Institutional Portfolio Overlap & Shared Holdings
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- SDHC Insider Trading & SEC Form 4 Activity
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