SMITH DOUGLAS HOMES CORP (SDHC) is held by 41 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC as of Q1 2026.

Are institutions buying or selling SDHC?

In Q1 2026, 26 institutions opened or increased positions in SMITH DOUGLAS HOMES CORP while 16 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SDHC?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SMITH DOUGLAS HOMES CORP.

How many hedge funds hold SDHC?

41 institutional investors report holding SMITH DOUGLAS HOMES CORP (SDHC) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SDHC?

As of Q1 2026, tracked institutions in SMITH DOUGLAS HOMES CORP show 26 buyers versus 16 sellers — net inflows.

SMITH DOUGLAS HOMES CORP

SDHC·83207R107·US·Common Stock·Real Estate - Real Estate - Development-13D/G

Holders

Avg rating(10 Elite)

$69.1M

Total Value

62% (44)

Fund Consensus

26 buying - 16 selling

Smart Money Verdict

View all

Held by 41 funds

10 elite

Who's Trading

Activist

Massachusetts Financial Services Company3.7%May 14, 2026

ActivistKAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC14.8%May 14, 2026

ActivistVAVanguard Capital Management5.0%Apr 30, 2026

Activist

Federated Hermes, Inc.2.9%Apr 7, 2026

Activist

Wellington Management Group LLP13.5%Apr 7, 2026

Activist

Wasatch Advisors LP6.5%Apr 6, 2026

InsiderDRDevendorf RussellBuy $12KMar 13, 2026

InsiderPIPerdue George Ervin IIIBuy $249KMar 13, 2026

InsiderBLBradbury Thomas LBuy $257KMar 13, 2026

InsiderWBWedewer Neil BBuy $8KMar 13, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	1.3M(-8.7%)	$17.2M	0.1%	-47.50%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	758,796(-35.5%)	$9.7M	0.0%	-36.87%	0
WASATCH ADVISORS LP	Decreased	586,755(-53.0%)	$7.5M	0.0%	-44.07%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	396,765	$5.1M	0.0%	+3.84%	37
First Eagle Investment Management, LLC	Increased	384,774(+1.6%)	$4.9M	0.0%	-35.35%	27
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	322,166(-36.4%)	$4.1M	0.0%	-43.97%	0
FEDERATED HERMES, INC.	Decreased	258,900(-50.9%)	$3.3M	0.0%	-47.47%	0
GGGILDER GAGNON HOWE & CO LLC	Decreased	182,700(-17.4%)	$2.3M	0.0%	-48.05%	0
BlackRock, Inc.	Increased	159,632(+0.8%)	$2M	0.0%	-36.45%	18
WELLS FARGO & COMPANY/MN	Decreased	125,384(-2.5%)	$1.6M	0.0%	-49.43%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	108,496(+3.9%)	$1.4M	0.0%	-44.21%	26
MWMARSHALL WACE, LLP	New	101,875	$1.3M	0.0%	+3.84%	35
JANE STREET GROUP, LLC	New	82,176	$1.1M	0.0%	+3.84%	35
DED. E. Shaw & Co., Inc.	Increased	78,426(+135.9%)	$1M	0.0%	-30.02%	40
VFVANGUARD FIDUCIARY TRUST CO	New	53,680	$687,104	0.0%	+3.84%	34
SEI INVESTMENTS CO	Decreased	53,068(-18.3%)	$679,270	0.0%	-44.29%	0
CITADEL ADVISORS LLC	New	52,799	$675,827	0.0%	+3.84%	34
UBS Group AG	Decreased	48,269(-1.6%)	$617,843	0.0%	-21.53%	0
STATE STREET CORP	Increased	43,112(+1.9%)	$551,834	0.0%	-43.06%	17
GOLDMAN SACHS GROUP INC	New	30,684	$392,755	0.0%	+3.84%	36