Who Owns Smith Douglas Homes Stock?
NYSE: SDHCConsumer DiscretionaryHomebuildingUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 85.06%
- Held by insiders
- 4.73%
- Institutional holders
- 75
- Institutions 85.1%
- Insiders 4.7%
- Public and other 10.2%
Who owns Smith Douglas Homes stock?
Institutional investors own about 85.1% of Smith Douglas Homes's shares, spread across 75 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 4.73% of SDHC.
The largest institutional holders are Conifer Management, L.L.C. (17.08%), Kayne Anderson Rudnick Investment Management LLC (11.61%) and Beck, Mack & Oliver LLC (9.95%). Together, the top 10 institutions control 67.9% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their SDHC positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SDHC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Conifer Management, L.L.C. | 1.43M | 17.08% | 0.0% |
| Kayne Anderson Rudnick Investment Management LLC | 974.28K | 11.61% | -27.4% |
| Beck, Mack & Oliver LLC | 835.07K | 9.95% | -1.8% |
| Wellington Management Group, LLP | 622.63K | 7.42% | -17.9% |
| Wasatch Advisors LP | 531.22K | 6.33% | -9.5% |
| First Eagle Investment Management, LLC | 404.27K | 4.82% | +5.1% |
| Vanguard Capital Management LLC | 364.95K | 4.35% | -8.0% |
| Blackrock Inc. | 208.86K | 2.49% | +30.8% |
| Marshall Wace LLP | 163.86K | 1.95% | +60.9% |
| Gilder Gagnon Howe & Co LLC | 161.31K | 1.92% | -11.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SDHC
| Fund | Shares | % Held |
|---|---|---|
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | 526.28K | 6.27% |
| Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund | 458.16K | 5.46% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | 338.60K | 4.03% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 253.93K | 3.03% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | 211.43K | 2.52% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 101.44K | 1.21% |
| JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund | 64.02K | 0.76% |
| Trust for Professional Managers-Column Small Cap Fund | 47.78K | 0.57% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 42.20K | 0.50% |
| Virtus Variable Insurance Trust-Virtus KAR Small-Cap Growth Series | 37.77K | 0.45% |
Frequently asked questions
Who is the largest shareholder of Smith Douglas Homes?
Conifer Management, L.L.C. is the largest institutional shareholder of SDHC, owning 17.08% of shares outstanding (1.43M shares) as of its latest 13F filing.
What percentage of Smith Douglas Homes is owned by institutions?
Institutions own about 85.1% of SDHC shares and 89.3% of the public float.
How much of Smith Douglas Homes do insiders own?
Insiders, such as officers and directors, own about 4.73% of SDHC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.