SDHC — SMITH DOUGLAS HOMES CORP
As of Q2 2026, 18 SEC-registered investment managers reported holding SDHC (SMITH DOUGLAS HOMES CORP) in their latest 13F filings, with a combined reported value of $31.68M across 2.05M shares. That is -7.8% by share count (-173.89K shares) versus the previous quarter, while reported value moved +11.8%. Ownership is concentrated: the five largest holders account for 75.7% of reported value and the top ten for 93.6%.
Compared with the prior quarter, 3 opened new positions, 9 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SDHC is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wellington Management Group history | Q2 2026 | 622.62K | $9.68M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 452.63K | $7.59M | 0.00% | Hold |
| First Eagle Investment Management history | Q2 2026 | 404.27K | $6.28M | 0.01% | Add |
| MFS Investment Management history | Q1 2026 | 322.17K | $4.12M | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 208.86K | $3.25M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 163.86K | $2.55M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 142.99K | $2.22M | 0.00% | Add |
| Franklin Resources history | Q1 2024 | 68.48K | $2.03M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 117.51K | $1.83M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 103.15K | $1.60M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 51.38K | $770.13K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 47.62K | $740.05K | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 46.62K | $724.44K | 0.00% | Add |
| Two Sigma Investments history | Q4 2024 | 27.55K | $706.38K | 0.00% | Add |
| Renaissance Technologies history | Q1 2025 | 35.30K | $689.06K | 0.00% | Reduce |
| Moore Capital Management history | Q4 2024 | 25.00K | $641.00K | 0.01% | Hold |
| Morgan Stanley history | Q2 2026 | 32.80K | $509.63K | 0.00% | Add |
| Ruane Cunniff & Goldfarb (Sequoia) history | Q2 2026 | 27.27K | $423.85K | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 25.41K | $394.93K | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2025 | 20.01K | $390.58K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 51.38K sh · $770.13K
- Millennium Management 16.65K sh · $258.74K
- Charles Schwab Investment Management 10.06K sh · $156.35K
Fully Exited (vs previous quarter)
- MFS Investment Management sold 322.17K sh · $4.12M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Wellington Management Group | 536.99K | 1.11M | 1.01M | 913.05K | 1.21M | 1.19M | 1.15M | 1.18M | 758.80K | 622.62K |
| First Eagle Investment Management | — | — | 97.46K | 148.88K | 236.38K | 240.38K | 331.67K | 378.77K | 384.77K | 404.27K |
| BlackRock Inc | — | — | 126.09K | 126.09K | 125.89K | 132.07K | 153.76K | 158.37K | 159.63K | 208.86K |
| Marshall Wace | 76.73K | 89.77K | 7.31K | — | — | 33.18K | 27.23K | — | 101.88K | 163.86K |
| D. E. Shaw & Co | 43.81K | 24.97K | 54.00K | 45.72K | 29.77K | 29.77K | 29.77K | 33.25K | 78.43K | 142.99K |
| Wells Fargo & Co | 102.55K | 101.33K | 133.99K | 134.35K | 136.99K | 135.90K | 122.41K | 128.60K | 125.38K | 117.51K |
| Geode Capital Management | 88.96K | 89.83K | 89.58K | 90.04K | 93.69K | 101.90K | 103.02K | 104.42K | 108.50K | 103.15K |
| JPMorgan Chase & Co | 14.24K | 1.29K | 21.34K | 1.82K | — | — | — | — | — | 51.38K |
| UBS Group AG | — | 1.23K | 2.17K | 12.54K | 23.03K | 31.63K | 26.13K | 49.05K | 48.27K | 47.62K |
| Goldman Sachs Group | — | — | 13.47K | — | — | — | 81.68K | — | 30.68K | 46.62K |
| Morgan Stanley | 7.58K | 4.32K | 20.53K | 12.33K | 21.54K | 8.74K | 10.07K | 12.15K | 10.31K | 32.80K |
| Ruane Cunniff & Goldfarb (Sequoia) | — | — | — | — | — | — | 12.21K | 12.21K | 14.49K | 27.27K |
| Citadel Advisors | 263.49K | 8.59K | 24.83K | 14.55K | — | — | — | — | 52.80K | 25.41K |
| Northern Trust Corp | 16.83K | 18.03K | 17.95K | 17.75K | 17.69K | 17.74K | 17.74K | 17.65K | 17.65K | 18.67K |
| Millennium Management | 18.44K | 61.17K | 37.65K | 56.46K | 49.31K | 22.29K | 22.02K | — | — | 16.65K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | 10.06K |
| Fidelity Management & Research (FMR) | — | — | — | 78 | 78 | 216 | 483 | 708 | 301 | 413 |
| T. Rowe Price Associates | — | — | — | — | — | — | — | 10.80K | 12.30K | 12.30K |
| Bank of America Corp | 2.12K | 350 | 38.82K | 18.77K | 16.44K | 1.53K | 1.61K | 2.81K | — | — |
| BNY Mellon | — | — | — | 12.79K | 12.59K | 13.18K | 12.97K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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