SDHC

Smith Douglas Homes Corp
IndustrialsUSCUSIP 83207R107◍ Confluence graph
Tracked 13F Holders
56
-36 QoQ
13F Value (tracked)
$97.6M
Insider Net · 180d
$572K
4↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)15 adding · 7 trimming
Insider net (180d)+$572K

Who owns SDHC?

56 tracked 13F filers

56 tracked 13F filers disclose a position in SDHC as of the latest SEC 13F filings, a combined $97.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1Conifer Management, L.L.C.
$22.3M
1.4M
Held
Q2 2026
2KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$17.2M
1.3M
−8.7%
Reduced · −128K sh
Q1 2026
3BECK MACK & OLIVER LLC
$10.9M
851K
+4.2%
Added · +34K sh
Q1 2026
4WASATCH ADVISORS LP
$8.3M
531K
−9.5%
Reduced · −56K sh
Q2 2026
5First Eagle Investment Management, LLC
$6.3M
404K
Held
Q3 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$5.1M
397K
First observed position
No prior filed position
Q1 2026
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$4.1M
322K
−36%
Reduced · −185K sh
Q1 2026
8FEDERATED HERMES, INC.
$3.3M
259K
−51%
Reduced · −268K sh
Q1 2026
9GILDER GAGNON HOWE & CO LLC
$2.5M
161K
−12%
Reduced · −21K sh
Q2 2026
10BlackRock, Inc.
$2.0M
160K
+0.8%
Added · +1K sh
Q1 2026
11WELLS FARGO & COMPANY/MN
$1.6M
125K
−2.5%
Reduced · −3K sh
Q1 2026
12GEODE CAPITAL MANAGEMENT, LLC
$1.6M
103K
−4.9%
Reduced · −5K sh
Q2 2026
13MARSHALL WACE, LLP
$1.3M
102K
New
+102K sh
Q1 2026
14JANE STREET GROUP, LLC
$1.1M
82K
New
+82K sh
Q1 2026
15D. E. Shaw & Co., Inc.
$1.0M
78K
+136%
Added · +45K sh
Q1 2026
16VANGUARD FIDUCIARY TRUST CO
$687K
54K
First observed position
No prior filed position
Q1 2026
17SEI INVESTMENTS CO
$679K
53K
−18%
Reduced · −12K sh
Q1 2026
18CITADEL ADVISORS LLC
$676K
53K
New
+53K sh
Q1 2026
19UBS Group AG
$618K
48K
−1.6%
Reduced · −778 sh
Q1 2026
20STATE STREET CORP
$718K
46K
+7.1%
Added · +3K sh
Q2 2026
21Quent Capital, LLC
$699K
45K
+50%
Added · +15K sh
Q2 2026
22Verition Fund Management LLC
$497K
32K
New
+32K sh
Q2 2026
23JPMORGAN CHASE & CO
$384K
32K
New
+32K sh
Q1 2026
24GOLDMAN SACHS GROUP INC
$393K
31K
New
+31K sh
Q1 2026
25ENVESTNET ASSET MANAGEMENT INC
$372K
29K
+0.9%
Added · +254 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SDHC being bought or sold by institutions?

Last quarter, 10 funds opened a new position in SDHC and 5 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
5
funds
Reduced
7
funds
Exited
0
funds

Funds that own SDHC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT25 funds$64.8B
ALPHABET INC-CL CGOOG24 funds$27.8B
INTEL CORPINTC24 funds$4.1B
ALPHABET INC-CL AGOOGL23 funds$38.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B23 funds$6.7B
NVIDIA CORPNVDA22 funds$91.9B
APPLE INCAAPL22 funds$69.5B
AMAZON.COM INCAMZN22 funds$41.3B
META PLATFORMS INC-CLASS AMETA22 funds$28.2B
JPMORGAN CHASE & COJPM22 funds$15.0B
TAIWAN SEMICONDUCTOR-SP ADRTSM22 funds$12.9B
MICRON TECHNOLOGY INCMU22 funds$6.3B

Ranked by how many of SDHC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$572K
4 insiders
Sells · 180d
$0
0 insiders
Net
$572K
7 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Aug 25, 2026Devendorf RussellSee RemarksBuy (P)1K$12K
Aug 20, 2026Devendorf RussellSee RemarksBuy (P)1K$13K
May 20, 2026Devendorf RussellSee RemarksBuy (P)2K$22K
Mar 13, 2026Perdue George Ervin IIIDirectorBuy (P)20K$249K
Mar 13, 2026Bradbury Thomas LDirector, 10% OwnerBuy (P)23K$257K
Mar 13, 2026Devendorf RussellSee RemarksBuy (P)1K$12K
Mar 13, 2026Wedewer Neil BDirectorBuy (P)700$8K
Jun 13, 2025Perdue George Ervin IIIDirectorBuy (P)1K$26K
Jun 12, 2025Perdue George Ervin IIIDirectorBuy (P)500$10K
Jun 11, 2025Perdue George Ervin IIIDirectorBuy (P)4K$69K
Jun 10, 2025Perdue George Ervin IIIDirectorBuy (P)2K$34K
Jun 4, 2025Perdue George Ervin IIIDirectorBuy (P)2K$45K

Institutional ownership over time

18 funds-43 since Q3 2024
03161Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $43.9M

Recent filings

15 shown

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Connected entities for SDHC

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Ask your agent what changed in SDHC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SDHC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SDHC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SDHC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.