Smith Douglas Homes
SDHC
55 hedge funds and large institutions have $181M invested in Smith Douglas Homes in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 11 closing their positions.
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
2.91% less ownership
Funds ownership: 106.82% → 103.92% (-2.9%)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
21% less capital invested
Capital invested by funds: $230M → $181M (-$48.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WCM
12 West Capital Management
New York
|
+$13.8M |
| 2 |
CM
Conifer Management
New York
|
+$9.45M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.08M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.01M |
| 5 |
CCA
Covey Capital Advisors
Atlanta,
Georgia
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$15.6M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$3.99M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$3.66M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$3.61M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$765K |
SDHC Hedge Fund Activity: Q2 2025 in Review
55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q2 2025, worth a combined $181M — down 21% from $230M a quarter earlier.
Fund positioning in SDHC was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 15 added to existing stakes and 19 trimmed.
The largest buyer was 12 West Capital Management, opening a new position worth an estimated $13.8M. The largest seller was Artisan Partners, exiting entirely with an estimated $15.6M sold.
- 55 institutional investors held Smith Douglas Homes (SDHC) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $181M of Smith Douglas Homes stock for Q2 2025, down 21% quarter-over-quarter.
- 11 funds opened new Smith Douglas Homes positions in Q2 2025 and 11 closed out, a net change of 0 holders.
- The largest Smith Douglas Homes buyer in Q2 2025 was 12 West Capital Management, an estimated $13.8M added.
- The largest Smith Douglas Homes seller in Q2 2025 was Artisan Partners, an estimated $15.6M sold.
Based on aggregated 13F filings for Q2 2025.