Smith Douglas Homes Corp.: which funds bought and sold

Institutions that bought and sold Smith Douglas Homes shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 36 institutions that filed 13F reports for both quarters added to or opened positions in Smith Douglas Homes, and 28 cut or closed them. Together they sold a net 406K shares, −5.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 494K shares (−11.9%); index fund managers were net buyers of 27K shares (+3.4%). 15 opened a new position and 9 sold out entirely.

Bought, Q2 2026 36 institutions, 15 of them new holders Sold, Q2 2026 28 institutions, 9 of them sold out

Net change, all compared −406K shares (−5.2%)

Net change, active managers −494K shares (−11.9%), 11 bought, 7 sold

Buyers versus sellers

institutions compared, 71

36 bought 7 28 sold

Active managers and hedge funds 11 bought · 7 sold · −494K

Index fund managers 5 bought · 2 sold · +27K

Other institutions 20 bought · 19 sold · +61K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+424K +110.1%	809K	$12.6M
D. E. Shaw & Co., Inc. Hedge fund	+65K +82.3%	143K	$2.2M
Marshall Wace, LLP Hedge fund	+62K +60.8%	164K	$2.5M
Blackrock, Inc. Index funds	+49K +30.8%	209K	$3.2M
Trexquant Investment LP Hedge fund	+41K +256.4%	56K	$877,653
Verition Fund Management LLC Hedge fund	+32K New position	32K	$497,280
Xtx Topco Ltd	+26K New position	26K	$402,859
Morgan Stanley	+22K +218.2%	33K	$509,635
Tudor Investment Corp Et Al Hedge fund	+21K New position	21K	$331,049
Jpmorgan Chase & Co	+20K +62.8%	51K	$770,126
Gsa Capital Partners LLP	+18K New position	18K	$281,000
Dimensional Fund Advisors LP	+18K +71.0%	43K	$672,307
Susquehanna Portfolio Strategies, LLC	+17K New position	17K	$271,764
Millennium Management LLC Hedge fund	+17K New position	17K	$258,741
Goldman Sachs Group Inc	+16K +51.9%	47K	$724,444
Occudo Quantitative Strategies LP	+15K New position	15K	$234,514
Quent Capital, LLC	+15K +50.0%	45K	$699,300
HSBC Holdings PLC	+14K +108.2%	28K	$420,900
R Squared Ltd	+14K New position	14K	$217,218
Ruane, Cunniff & Goldfarb L.P. Active manager	+13K +88.2%	27K	$423,854

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+424K +110.1%	809K	$12.6M
D. E. Shaw & Co., Inc. Hedge fund	+65K +82.3%	143K	$2.2M
Marshall Wace, LLP Hedge fund	+62K +60.8%	164K	$2.5M
Trexquant Investment LP Hedge fund	+41K +256.4%	56K	$877,653
Verition Fund Management LLC Hedge fund	+32K New position	32K	$497,280
Tudor Investment Corp Et Al Hedge fund	+21K New position	21K	$331,049
Millennium Management LLC Hedge fund	+17K New position	17K	$258,741
Ruane, Cunniff & Goldfarb L.P. Active manager	+13K +88.2%	27K	$423,854
Graham Capital Management, L.P. Hedge fund	+12K New position	12K	$187,599
Squarepoint Ops LLC Hedge fund	+8,606 +37.1%	32K	$494,452

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Kayne Anderson Rudnick Investment Management LLC Active manager	−367K −27.4%	974K	$15.1M
Massachusetts Financial Services Co Active manager	−322K Sold out	0	—
Federated Hermes, Inc. Active manager	−259K Sold out	0	—
Wellington Management Group LLP Active manager	−136K −17.9%	623K	$9.7M
Wasatch Advisors LP Active manager	−56K −9.5%	531K	$8.3M
Vanguard Capital Management LLC Index funds	−32K −8.0%	365K	$5.7M
Citadel Advisors LLC Hedge fund	−27K −51.9%	25K	$394,933
Sei Investments Co	−27K −50.2%	26K	$410,582
Teachers Retirement System Of The State Of Kentucky	−25K Sold out	0	—
Gilder Gagnon Howe & Co LLC Active manager	−21K −11.7%	161K	$2.5M
Beck Mack & Oliver LLC	−16K −1.8%	835K	$13M
Axq Capital, LP	−15K Sold out	0	—
Varcov Co.	−14K Sold out	0	—
HRT Financial LP	−11K −51.3%	10K	$159,000
Tower Research Capital LLC (TRC)	−9,178 Sold out	0	—
Wells Fargo & Company	−7,876 −6.3%	118K	$1.8M
Envestnet Asset Management Inc	−6,477 −22.3%	23K	$350,831
Daiwa Securities Group Inc.	−5,789 −23.9%	18K	$287,102
Geode Capital Management, LLC Index funds	−5,350 −4.9%	103K	$1.6M
Stifel Financial Corp	−5,255 −33.4%	10K	$162,934

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Kayne Anderson Rudnick Investment Management LLC Active manager	−367K −27.4%	974K	$15.1M
Massachusetts Financial Services Co Active manager	−322K Sold out	0	—
Federated Hermes, Inc. Active manager	−259K Sold out	0	—
Wellington Management Group LLP Active manager	−136K −17.9%	623K	$9.7M
Wasatch Advisors LP Active manager	−56K −9.5%	531K	$8.3M
Citadel Advisors LLC Hedge fund	−27K −51.9%	25K	$394,933
Gilder Gagnon Howe & Co LLC Active manager	−21K −11.7%	161K	$2.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Verition Fund Management LLCHedge fund	32K	$497,280
Xtx Topco Ltd	26K	$402,859
Tudor Investment Corp Et AlHedge fund	21K	$331,049
Gsa Capital Partners LLP	18K	$281,000
Susquehanna Portfolio Strategies, LLC	17K	$271,764
Millennium Management LLCHedge fund	17K	$258,741
Occudo Quantitative Strategies LP	15K	$234,514
R Squared Ltd	14K	$217,218
Graham Capital Management, L.P.Hedge fund	12K	$187,599
Charles Schwab Investment Management IncIndex funds	10K	$156,348

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Massachusetts Financial Services CoActive manager	322K	$4.1M
Federated Hermes, Inc.Active manager	259K	$3.3M
Teachers Retirement System Of The State Of Kentucky	25K	$320,000
Axq Capital, LP	15K	$197,594
Varcov Co.	14K	$182,502
Tower Research Capital LLC (TRC)	9,178	$117,478
Advisory Services Network, LLC	149	$1,907
Rachor Investment Advisory Services, LLC	4	$52
Lloyd Advisory Services, Llc.	1	$9

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 62
Ten largest holders: 82.1%
Index fund managers: 10.8%
Active managers and hedge funds: 49.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	11	7	4	2	−494K	−11.9%
Index fund managers	5	2	1	0	+27K	+3.4%
Other institutions	20	19	10	7	+61K	+2.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Smith Douglas Homes.

Only managers that filed a holdings report for both quarters are compared (71 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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