Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Smith Douglas Homes SDHC Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Sell
974,282
-366,939
-27% -$4.88M 0.05% 203
2026
Q1 		$17.2M Sell
1,341,221
-127,782
-9% -$2.1M 0.05% 195
2025
Q4 		$24.6M Buy
1,469,003
+216,922
+17% +$3.92M 0.07% 180
2025
Q3 		$22.1M Sell
1,252,081
-351,555
-22% -$6.88M 0.05% 192
2025
Q2 		$31.1M Sell
1,603,636
-193,455
-11% -$3.66M 0.07% 166
2025
Q1 		$35.1M Sell
1,797,091
-5,974
-0.3% -$134K 0.09% 158
2024
Q4 		$46.2M Sell
1,803,065
-30,756
-2% -$1.02M 0.11% 146
2024
Q3 		$69.3M Buy
1,833,821
+475,319
+35% +$15.2M 0.15% 121
2024
Q2 		$31.8M Sell
1,358,502
-18,579
-1% -$498K 0.08% 166
2024
Q1 		$40.9M Buy
+1,377,081
New +$38.6M 0.09% 150

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SDHC Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Smith Douglas Homes (SDHC) stake by 27% in Q2 2026, selling an estimated $4.88M and leaving 974,282 shares worth $15.1M. The position accounts for 0.05% of the portfolio, ranked #203.

Kayne Anderson Rudnick Investment Management first reported a position in SDHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $69.3M in Q3 2024. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 974,282 shares of Smith Douglas Homes worth $15.1M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 366,939 Smith Douglas Homes shares in Q2 2026, an estimated $4.88M.
  • Smith Douglas Homes made up 0.05% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #203 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Smith Douglas Homes in Q1 2024 and has held it in 10 quarters since.
  • Kayne Anderson Rudnick Investment Management's Smith Douglas Homes position peaked at $69.3M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.