Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Smith Douglas Homes Corp.

CIK 0001982518SDHC· quarter ending 2026-06-30

Shares outstanding

50,828,381

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

7,434,761

88.6% of Common Class A

Holders

+4 vs 2026-03-31 · 15 new, 11 exited

Value

$115.5M

shares -5.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	SDHC · NYSE	8,392,484	7,434,761	88.6%	62	83207R107
Common Class B	not listed	42,435,897	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	83207R107	COM SHS CL A	62	7,434,761	8,392,484	88.6%	$115.5M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (62 of 62 · 83207R107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Conifer Management, L.L.C.	1,433,350	17.08%	$22.3M	—
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	974,282	11.61%	$15.1M	-366,939 (-27.4%)
3	BECK MACK & OLIVER LLC	835,065	9.95%	$13.0M	-15,528 (-1.8%)
4	First Eagle Investment Management, LLC	808,548	9.63%	$12.6M	+423,774 (+110.1%)
5	WELLINGTON MANAGEMENT GROUP LLP	622,625	7.42%	$9.7M	-136,171 (-17.9%)
6	WASATCH ADVISORS LP	531,223	6.33%	$8.3M	-55,532 (-9.5%)
7	VANGUARD CAPITAL MANAGEMENT LLC	364,949	4.35%	$5.7M	-31,816 (-8.0%)
8	BlackRock, Inc.	208,862	2.49%	$3.2M	+49,230 (+30.8%)
9	MARSHALL WACE, LLP	163,864	1.95%	$2.5M	+61,989 (+60.8%)
10	GILDER GAGNON HOWE & CO LLC	161,307	1.92%	$2.5M	-21,393 (-11.7%)
11	D. E. Shaw & Co., Inc.	142,986	1.70%	$2.2M	+64,560 (+82.3%)
12	WELLS FARGO & COMPANY/MN	117,508	1.40%	$1.8M	-7,876 (-6.3%)
13	GEODE CAPITAL MANAGEMENT, LLC	103,146	1.23%	$1.6M	-5,350 (-4.9%)
14	JANE STREET GROUP, LLC	84,735	1.01%	$1.3M	+2,559 (+3.1%)
15	Trexquant Investment LP	56,477	0.67%	$878K	+40,629 (+256.4%)
16	VANGUARD FIDUCIARY TRUST CO	54,044	0.64%	$840K	+364 (+0.7%)
17	JPMORGAN CHASE & CO	51,376	0.61%	$770K	+19,817 (+62.8%)
18	UBS Group AG	47,622	0.57%	$740K	-647 (-1.3%)
19	GOLDMAN SACHS GROUP INC	46,618	0.56%	$724K	+15,934 (+51.9%)
20	STATE STREET CORP	46,176	0.55%	$718K	+3,064 (+7.1%)
21	Quent Capital, LLC	45,000	0.54%	$699K	+15,000 (+50.0%)
22	DIMENSIONAL FUND ADVISORS LP	43,263	0.52%	$672K	+17,964 (+71.0%)
23	MORGAN STANLEY	32,795	0.39%	$510K	+22,487 (+218.2%)
24	Verition Fund Management LLC	32,000	0.38%	$497K	NEW
25	Squarepoint Ops LLC	31,818	0.38%	$494K	+8,606 (+37.1%)
26	HSBC HOLDINGS PLC	27,709	0.33%	$421K	+14,397 (+108.2%)
27	Ruane, Cunniff & Goldfarb L.P.	27,275	0.32%	$424K	+12,785 (+88.2%)
28	SEI INVESTMENTS CO	26,421	0.31%	$411K	-26,647 (-50.2%)
29	XTX Topco Ltd	25,924	0.31%	$403K	NEW
30	CITADEL ADVISORS LLC	25,414	0.30%	$395K	-27,385 (-51.9%)
31	ENVESTNET ASSET MANAGEMENT INC	22,576	0.27%	$351K	-6,477 (-22.3%)
32	FULLER & THALER ASSET MANAGEMENT, INC.	22,110	0.26%	$344K	-185 (-0.8%)
33	TUDOR INVESTMENT CORP ET AL	21,303	0.25%	$331K	NEW
34	NORTHERN TRUST CORP	18,668	0.22%	$290K	+1,022 (+5.8%)
35	Daiwa Securities Group Inc.	18,475	0.22%	$287K	-5,789 (-23.9%)
36	GSA CAPITAL PARTNERS LLP	18,100	0.22%	$281K	NEW
37	Susquehanna Portfolio Strategies, LLC	17,488	0.21%	$272K	NEW
38	MILLENNIUM MANAGEMENT LLC	16,650	0.20%	$259K	NEW
39	OCCUDO QUANTITATIVE STRATEGIES LP	15,091	0.18%	$235K	NEW
40	R Squared Ltd	13,978	0.17%	$217K	NEW
41	PRICE T ROWE ASSOCIATES INC /MD/	12,300	0.15%	$192K	—
42	Graham Capital Management, L.P.	12,072	0.14%	$188K	NEW
43	STIFEL FINANCIAL CORP	10,485	0.12%	$163K	-5,255 (-33.4%)
44	HRT FINANCIAL LP	10,252	0.12%	$159K	-10,790 (-51.3%)
45	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10,061	0.12%	$156K	NEW
46	BARCLAYS PLC	7,713	0.09%	$120K	+3,608 (+87.9%)
47	US BANCORP \DE\	5,585	0.07%	$87K	+1,585 (+39.6%)
48	Vanguard Global Advisers, LLC	3,665	0.04%	$57K	—
49	BNP PARIBAS FINANCIAL MARKETS	3,634	0.04%	$56K	-300 (-7.6%)
50	FIFTH THIRD BANCORP	538	0.01%	$8K	—
51	FMR LLC	413	0.00%	$6K	+112 (+37.2%)
52	JONES FINANCIAL COMPANIES LLLP	408	0.00%	$6K	+158 (+63.2%)
53	Persistent Asset Partners Ltd	266	0.00%	$4K	NEW
54	Rockefeller Capital Management L.P.	140	0.00%	$2K	NEW
55	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	122	0.00%	$2K	NEW
56	WOLFF WIESE MAGANA LLC	90	0.00%	$1K	—
57	ROYAL BANK OF CANADA	66	0.00%	$1K	-264 (-80.0%)
58	Buck Wealth Strategies, LLC	52	0.00%	$808	NEW
59	OSAIC HOLDINGS, INC.	40	0.00%	$621	-95 (-70.4%)
60	Avion Wealth	36	0.00%	$0	NEW
61	Kingdom Financial Group LLC.	1	0.00%	$11	—
62	Caitong International Asset Management Co., Ltd	1	0.00%	$16	—

Exited since 2026-03-31 (11 filers; largest 11 shown)

MASSACHUSETTS FINANCIAL SERVICES CO /MA/	−322,166
FEDERATED HERMES, INC.	−258,900
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	−25,006
AXQ CAPITAL, LP	−15,437
VARCOV Co.	−14,258
Tower Research Capital LLC (TRC)	−9,178
Advisory Services Network, LLC	−149
CWM, LLC	−11
Capital Advisors, Ltd. LLC	−4
Rachor Investment Advisory Services, LLC	−4
Lloyd Advisory Services, LLC.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Virtus Investment Advisers, LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	495,930	5.9%
Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund	SCHEDULE 13G/A	2026-08-13	2026-06-30	458,159	5.5%
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	974,282	11.7%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	SCHEDULE 13G/A	2026-05-14	2026-03-31	1,341,221	14.8%
Massachusetts Financial Services Company	SCHEDULE 13G/A	2026-05-14	2026-03-31	322,166	3.7%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	454,110	5.01%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-04-07	2025-03-31	1,211,274	13.5%
Federated Hermes, Inc.	SCHEDULE 13G/A	2026-04-07	2026-03-31	258,900	2.86%
Voting Shares Irrevocable Trust	SCHEDULE 13G/A	2026-04-07	2026-03-31	258,900	2.86%
J. Christopher Donahue	SCHEDULE 13G/A	2026-04-07	2026-03-31	258,900	2.86%
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-04-07	2025-03-31	1,211,274	13.5%
Wellington Management Company LLP	SCHEDULE 13G/A	2026-04-07	2025-03-31	1,211,274	13.1%
Thomas R. Donahue	SCHEDULE 13G/A	2026-04-07	2026-03-31	258,900	2.86%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-04-07	2025-03-31	1,211,274	13.5%
Ann C. Donahue	SCHEDULE 13G/A	2026-04-07	2026-03-31	258,900	2.86%
Wasatch Advisors LP	SCHEDULE 13G/A	2026-04-06	2026-03-31	586,755	6.5%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Joel Ramin	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
12 West Capital Management LP	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
Conifer Management, L.L.C.	SCHEDULE 13G/A	2025-11-06	2025-10-31	1,349,600	15%
Artisan Partners Limited Partnership	SCHEDULE 13G/A	2025-08-12	2025-06-30	0	0%
Artisan Partners Holdings LP	SCHEDULE 13G/A	2025-08-12	2025-06-30	0	0%
Artisan Partners Asset Management Inc.	SCHEDULE 13G/A	2025-08-12	2025-06-30	0	0%
Artisan Investments GP LLC	SCHEDULE 13G/A	2025-08-12	2025-06-30	0	0%
GILDER GAGNON HOWE & CO LLC	SCHEDULE 13G/A	2025-05-06	2025-03-31	440,876	4.9%
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund	SCHEDULE 13G/A	2025-02-13	2024-12-31	1,293,950	14.63%
Hood River Capital Management LLC	SCHEDULE 13G/A	2025-01-07	2024-12-31	166,622	1.84%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.