Smith Douglas Homes

SDHC • NYSE

Smith Douglas Homes is a real estate - development company in the real estate sector on NYSE, led by Gregory S. Bennett, with a market cap of $199.8M. As of Q3 2025, 17% of shares are held by 51 institutional investors, with KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC as the largest holder at 2.43%.

Chief Executive OfficerGregory S. Bennett

Market Cap$199.8M

Real Estate - Development

Real Estate

Employees378.0

Websitesmithdouglas.com

Country

United States of America

Overview

Overview of institutional ownership in SDHC as of Q3 2025 with a market cap of $908.7M

All Institutions

Institutions: 51
Value Held: $156.6M
Shares Held: 8.9M
Avg Position: $3.1M
Median Position: $388.4K

Hedge Funds

Hedge Funds: 7
Value Held: $26.5M
Shares Held: 1.5M
Avg Position: $3.8M
Median Position: $388.9K

Ownership Breakdown

Institutional (non-HF)

14.32%

$130.2M

Hedge Funds

2.91%

$26.5M

Retail & Other

82.76%

$752.1M

Based on market cap of $908.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SDHC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$22.1M 0.05% of portfolio	2.43% 1.3M shares	Q1 2024 Held for 1y 8m	$41.0B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$20.8M 0.11% of portfolio	2.29% 1.2M shares	Q3 2024 Held for 1y 2m	$18.6B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$20.3M 0.00% of portfolio	2.24% 1.2M shares	Q1 2024 Held for 1y 8m	$571.21B
C Conifer Management, L.L.C. Hedge Fund•Multi-Strategy	Gregory Alexander Managing Partner	$15.0M 2.38% of portfolio	1.66% 851.6K shares	Q2 2025 Held for 5 months	$631.1M
BECK MACK & OLIVER LLC Long Only Manager	John Clyde Ellis Managing Partner	$14.4M 0.27% of portfolio	1.58% 812.8K shares	Q1 2024 Held for 1y 8m	$5.3B
1 12 West Capital Management LP Hedge Fund•Long/Short	Joel Nmn Ramin Managing Partner	$9.5M 0.98% of portfolio	1.04% 535.1K shares	Q2 2025 Held for 5 months	$964.1M
FEDERATED INVESTORS INC /PA/ Long Only Manager	Gregory Philip Dulski Chairman	$9.3M 0.02% of portfolio	1.02% 527.3K shares	Q1 2024 Held for 1y 8m	$56.6B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$9.3M 0.00% of portfolio	1.02% 524.9K shares	Q1 2024 Held for 1y 8m	$322.72B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$8.0M 0.00% of portfolio	0.88% 451.0K shares	Q1 2024 Held for 1y 8m	$6.69T
F First Eagle Investment Management, LLC Long Only Manager	Mehdi Asif Mahmud CEO	$5.9M 0.01% of portfolio	0.64% 331.7K shares	Q3 2024 Held for 1y 2m	$54.9B

Net Capital Flow

Institutional buying and selling activity for SDHC in Q3 2025

Traded: −$8.3M
Buyers: 22
Sellers: 30
Total Bought: +$11.7M
Total Sold: −$20.0M
Avg Position: $2.4M

Biggest Buyers

Institution	Net Bought	Current Position
C Conifer Management, L.L.C. Hedge Fund•Multi-Strategy	+$6.2M +351.6K shares	$15.0M 851.6K shares
F First Eagle Investment Management, LLC Long Only Manager	+$1.6M +91.3K shares	$5.9M 331.7K shares
GOLDMAN SACHS GROUP INC Institution	+$1.4M +81.7K shares	$1.4M 81.7K shares
B BlackRock, Inc. Institution	+$383.1K +21.7K shares	$2.7M 153.8K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$345.6K +19.6K shares	$345.6K 19.6K shares
Trexquant Investment LP Hedge Fund•Quant	+$315.2K +17.8K shares	$315.2K 17.8K shares
Ruane, Cunniff & Goldfarb L.P. Long Only Manager	+$215.6K +12.2K shares	$215.6K 12.2K shares
X XTX Topco Ltd Institution	+$215.0K +12.2K shares	$215.0K 12.2K shares
Inspire Advisors, LLC RIA/Wealth	+$213.9K +12.1K shares	$213.9K 12.1K shares
Quest Partners LLC Hedge Fund•Quant Macro	+$194.7K +11.0K shares	$194.7K 11.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	−$6.2M −351.6K shares	$22.1M 1.3M shares
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager	−$4.4M −224.5K shares	Sold Off 0 shares
1 12 West Capital Management LP Hedge Fund•Long/Short	−$3.5M −197.2K shares	$9.5M 535.1K shares
WASATCH ADVISORS INC Long Only Manager	−$1.8M −102.0K shares	$20.8M 1.2M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$680.8K −38.6K shares	$20.3M 1.2M shares
FIRST TRUST ADVISORS LP ETF Provider	−$563.7K −29.0K shares	Sold Off 0 shares
BECK MACK & OLIVER LLC Long Only Manager	−$403.4K −22.8K shares	$14.4M 812.8K shares
C Corton Capital Inc. Institution	−$403.0K −20.8K shares	Sold Off 0 shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$331.4K −18.8K shares	$9.3M 524.9K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	−$279.4K −14.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SDHC in Q3 2025

New Positions: 6
New Value: $819.2K
Exited Positions: 12
Exited Value: $6.1M

New Positions

Institution	Position Value
Ruane, Cunniff & Goldfarb L.P. Long Only Manager	$215.6K 12.2K shares
Inspire Advisors, LLC RIA/Wealth	$213.9K 12.1K shares
Quest Partners LLC Hedge Fund•Quant Macro	$194.7K 11.0K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	$188.0K 10.6K shares
A Advisory Services Network, LLC RIA/Wealth	$4.4K 247.0 shares
FIFTH THIRD BANCORP Institution	$2.7K 152.0 shares

Exited Positions

Institution	Previous Position
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager	$4.4M 224.5K shares
FIRST TRUST ADVISORS LP ETF Provider	$563.7K 29.0K shares
C Corton Capital Inc. Institution	$403.0K 20.8K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$279.4K 14.4K shares
AZZAD ASSET MANAGEMENT INC /ADV RIA/Wealth	$230.9K 11.9K shares
M&T BANK CORP Institution	$213.2K 11.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$33.8K 1.7K shares
Caitong International Asset Management Co., Ltd RIA/Wealth	$10.5K 540.0 shares
S Skopos Labs, Inc. RIA/Wealth	$996.0 51.0 shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$524.0 27.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SDHC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SDHC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Conifer Management, L.L.C. Hedge Fund•Multi-Strategy	Gregory Alexander Managing Partner	2.38% $15.0M	1.66% 851.6K shares	Q2 2025 Held for 5 months	$631.1M
1 12 West Capital Management LP Hedge Fund•Long/Short	Joel Nmn Ramin Managing Partner	0.98% $9.5M	1.04% 535.1K shares	Q2 2025 Held for 5 months	$964.1M
BECK MACK & OLIVER LLC Long Only Manager	John Clyde Ellis Managing Partner	0.27% $14.4M	1.58% 812.8K shares	Q1 2024 Held for 1y 8m	$5.3B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	0.11% $20.8M	2.29% 1.2M shares	Q3 2024 Held for 1y 2m	$18.6B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	0.05% $22.1M	2.43% 1.3M shares	Q1 2024 Held for 1y 8m	$41.0B
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	Michael Walter Germino CEO	0.05% $883.0K	0.10% 50.0K shares	Q1 2024 Held for 1y 8m	$1.7B
GILDER GAGNON HOWE & CO LLC RIA/Wealth	James Michael Deutsch CEO	0.04% $4.0M	0.44% 227.8K shares	Q1 2024 Held for 1y 8m	$9.8B
Inspire Advisors, LLC RIA/Wealth	Andrew Jackson Armstrong Managing Partner	0.02% $213.9K	0.02% 12.1K shares	Q3 2025 Held for 2 months	$1.0B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.02% $188.0K	0.02% 10.6K shares	Q3 2025 Held for 2 months	$1.1B
FEDERATED INVESTORS INC /PA/ Long Only Manager	Gregory Philip Dulski Chairman	0.02% $9.3M	1.02% 527.3K shares	Q1 2024 Held for 1y 8m	$56.6B

Hedge Fund Spotlight

Discover hedge funds investing in SDHC

12 West Capital Management LP

Hedge Fund • Long/Short

Portfolio ManagerJoel Nmn Ramin

Portfolio Value: $964.1M
Positions: 17
Last Reported: Q3 2025

Sector Allocation

Position in Smith Douglas Homes

Market Value: $9.5M
Shares Held: 535.1K
Portfolio Weight: 0.98%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 GDS GDS Holdings GDS	Unknown Unknown	$175.0M	18.15%
2 Shake Shack SHAK	Restaurants Consumer Cyclical	$164.2M	17.03%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$147.5M	15.30%

View full profile

Smith Douglas Homes

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Smith Douglas Homes

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