§ EQUITY
USDSDHC
SMITH DOUGLAS HOMES CORP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
38 increased/new, 19 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Conifer Management, L.L.C. | 1.4M | 3.5% | ±0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.3M | 0.1% | −9% |
| BECK MACK & OLIVER LLC | 851K | 0.2% | +4% |
| WELLINGTON MANAGEMENT GROUP LLP | 759K | 0.0% | −36% |
| WASATCH ADVISORS LP | 587K | 0.0% | −53% |
| VANGUARD CAPITAL MANAGEMENT LLC | 397K | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SDHC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER58.0% · 31 holders
QUALITY / COMPOUNDER22.6% · 5 holders
DEEP VALUE9.2% · 2 holders
DEALER / BANK3.9% · 13 holders
PASSIVE / INDEX3.1% · 2 holders
SYSTEMATIC / QUANT1.5% · 2 holders
ACTIVIST0.9% · 1 holder
TACTICAL / MACRO0.6% · 1 holder
INCOME / DEFENSIVE0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SDHC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SDHC yet.