13F

Stock

Smith Douglas Homes Corp.

SDHC · held by 58 managers

Reported value

$99.6M

Holders

58

+18 new · −8 exited

Holders’ est. mark

−$26.7M

Price effect on 37 books still in the name

Largest holder

$18.3M

Conifer Management, L.L.C.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Conifer Management, L.L.C.1.43M$18.3M−$5.69MCut−$5.69M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1.34M$17.2M−$5.32MCut−$7.47M
BECK MACK & OLIVER LLC850.6K$10.9M−$3.24MCut−$2.8M
WELLINGTON MANAGEMENT GROUP LLP758.8K$9.71M−$3.01MCut−$10M
WASATCH ADVISORS LP586.8K$7.51M−$2.33MCut−$13.4M
VANGUARD CAPITAL MANAGEMENT LLC396.8K$5.08MHeld
First Eagle Investment Management, LLC384.8K$4.93M−$1.5MCut−$1.43M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/322.2K$4.12M−$1.28MCut−$4.37M
FEDERATED HERMES, INC.258.9K$3.31M−$1.03MCut−$5.53M
GILDER GAGNON HOWE & CO LLC182.7K$2.34M−$725.3KCut−$1.37M
BlackRock, Inc.159.6K$2.04M−$628.7KCut−$612.6K
WELLS FARGO & COMPANY/MN125.4K$1.6M−$497.8KCut−$551.7K
GEODE CAPITAL MANAGEMENT, LLC108.5K$1.39M−$414.7KCut−$362.5K
MARSHALL WACE, LLP101.9K$1.3MNew
JANE STREET GROUP, LLC82.2K$1.05MNew
D. E. Shaw & Co., Inc.78.4K$1M−$132KAdded$446.3K
VANGUARD FIDUCIARY TRUST CO53.7K$687.1KHeld
SEI INVESTMENTS CO53.1K$679.3K−$210.7KCut−$409.6K
Citadel52.8K$675.8KNew
UBS Group AG48.3K$617.8K−$191.6KCut−$204.7K
State Street43.1K$551.8K−$168KCut−$157.7K
GOLDMAN SACHS GROUP INC30.7K$392.8KNew
JPMORGAN CHASE & CO31.6K$384.1KNew
Quent Capital, LLC30K$384K−$91.3KCut−$1.71K
ENVESTNET ASSET MANAGEMENT INC29.1K$371.9K−$114.3KCut−$111.1K
DIMENSIONAL FUND ADVISORS LP25.3K$323.8KNew
Daiwa Securities Group Inc.24.3K$310.6K$310.2KAdded$310.1K
Squarepoint Ops LLC23.2K$297.1KNew
FULLER & THALER ASSET MANAGEMENT, INC.22.3K$285.4K−$87.3KCut−$83.5K
NORTHERN TRUST CORP17.6K$225.9K−$70.1KCut−$70.1K
Trexquant Investment LP15.8K$202.9KNew
STIFEL FINANCIAL CORP15.7K$201.5K−$52.2KCut−$19.2K
AXQ CAPITAL, LP15.4K$197.6KNew
Ruane, Cunniff & Goldfarb L.P.14.5K$185.5K−$48.5KCut−$19.3K
VARCOV Co.14.3K$182.5K−$47.5KCut−$18K
HSBC HOLDINGS PLC13.3K$167.6KNew
MORGAN STANLEY10.3K$131.9K−$40.9KCut−$71.8K
Tower Research Capital LLC (TRC)9.18K$117.5KNew
BARCLAYS PLC4.11K$52.5KNew
US BANCORP \DE\4K$51.2K−$15.9KCut−$56.4K
BNP PARIBAS FINANCIAL MARKETS3.93K$50.4K−$15.6KCut−$67.7K
Vanguard Global Advisers, LLC3.67K$46.9KHeld
FIFTH THIRD BANCORP538$6.89KNew
ROYAL BANK OF CANADA330$4K$145Added$4K
Fidelity301$3.85K−$1.19KCut−$8.01K
JONES FINANCIAL COMPANIES LLLP250$3K−$1.19KCut−$1.19K
Advisory Services Network, LLC149$1.91KNew
OSAIC HOLDINGS, INC.135$1.73K−$516Cut−$452
WOLFF WIESE MAGANA LLC90$1.15K−$358Cut−$358
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY25K$320−$99Cut−$315
HRT FINANCIAL LP21K$269New
PRICE T ROWE ASSOCIATES INC /MD/12.3K$158−$43Cut−$24
CWM, LLC11$141$141Added$140
Rachor Investment Advisory Services, LLC4$52−$16Cut−$16
Caitong International Asset Management Co., Ltd1$13New
Lloyd Advisory Services, LLC.1$9New
Kingdom Financial Group LLC.1$9−$3Cut−$3
Capital Advisors, Ltd. LLC4$0New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.