13F Insight
DOSSIER · 13F Holders · Q4 2025High-convictionMulti-bagger
SDHC

SMITH DOUGLAS HOMES CORP

59 institutions still hold SMITH DOUGLAS HOMES CORP as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 83207R107·59 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 6.6%
vs prior quarter
13F value held
$99M
46.0% inst. owned
of float
Holders
59
+89 QoQ
filers reporting
Activity
+36 / −74
+800 added · −862 reduced
this quarter
Concentration
24.28%
Conifer Management, L.L.C. #1
top holder share
AI Holders Summary · Q4 2025

59 institutions reported SDHC in Q4 2025. Conifer Management, L.L.C. leads at 24.3% of the visible book. +89 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Conifer Management, L.L.C.
CIK 0001773994
$24M1.4M3.98%Q4 202502
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$17M1.3M0.05%Q1 202603
BECK MACK & OLIVER LLC
CIK 0000010742
$11M851K0.22%Q1 202604
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$10M759K0.00%Q1 202605
WASATCH ADVISORS LP
CIK 0000814133
$8M587K0.05%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$5M397K0.00%Q1 202607
First Eagle Investment Management, LLC
CIK 0001325447
$5M385K0.01%Q1 202608
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$4M322K0.00%Q1 202609
FEDERATED HERMES, INC.
CIK 0001056288
$3M259K0.01%Q1 202610
GILDER GAGNON HOWE & CO LLC
CIK 0000902464
$2M183K0.03%Q1 202611
BlackRock, Inc.
CIK 0002012383
$2M160K0.00%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M125K0.00%Q1 202613
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$1M108K0.00%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M82K0.00%Q1 202615
Covey Capital Advisors, LLC
CIK 0001568891
$704,94636K0.76%Q2 202516
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$687,10454K0.00%Q1 202617
SEI INVESTMENTS CO
CIK 0000350894
$679,27053K0.00%Q1 202618
UBS Group AG
CIK 0001610520
$617,84348K0.00%Q1 202619
D. E. Shaw & Co., Inc.
CIK 0001009207
$557,60233K0.00%Q4 202520
STATE STREET CORP
CIK 0000093751
$551,83443K0.00%Q1 2026
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