Smith Douglas Homes
SDHC
52 hedge funds and large institutions have $157M invested in Smith Douglas Homes in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
5% less funds holding
Funds holding: 55 → 52 (-3)
5.57% less ownership
Funds ownership: 103.92% → 98.35% (-5.6%)
14% less capital invested
Capital invested by funds: $181M → $157M (-$24.8M)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Conifer Management
New York
|
+$6.88M |
| 2 |
First Eagle Investment Management
New York
|
+$1.79M |
| 3 |
Goldman Sachs
New York
|
+$1.6M |
| 4 |
BlackRock
New York
|
+$424K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$6.88M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$4.36M |
| 3 |
1WCM
12 West Capital Management
New York
|
-$3.86M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$754K |
SDHC Hedge Fund Activity: Q3 2025 in Review
52 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q3 2025, worth a combined $157M — down 14% from $181M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SDHC and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.
The largest buyer was Conifer Management, adding an estimated $6.88M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $6.88M.
- 52 institutional investors held Smith Douglas Homes (SDHC) as of Q3 2025, down from 55 in Q2 2025.
- Funds reported $157M of Smith Douglas Homes stock for Q3 2025, down 14% quarter-over-quarter.
- 10 funds opened new Smith Douglas Homes positions in Q3 2025 and 11 closed out, a net change of -1 holder.
- The largest Smith Douglas Homes buyer in Q3 2025 was Conifer Management, an estimated $6.88M added.
- The largest Smith Douglas Homes seller in Q3 2025 was Kayne Anderson Rudnick Investment Management, an estimated $6.88M sold.
Based on aggregated 13F filings for Q3 2025.