Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SMITH DOUGLAS HOMES CORP (SDHC)

56 + Investors. Track Smart Money conviction in SDHC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — SDHC

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SDHC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
56 funds currently hold this stock — 76% of the 3.0-year high of 74 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SDHC is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

33 buying24 selling
Last quarter: 33 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SDHC position: 11 → 11 → 11 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 34% new

■ 34% conviction (2yr+) ■ 32% medium ■ 34% new
Of the 56 current holders: 19 (34%) held >2 years, 18 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -14%, value -34%

Value
-34%
Shares
-13%
Last quarter: funds added -14% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

6 → 11 → 11 → 11 → 19 new funds/Q
New funds entering each quarter: 11 → 11 → 11 → 19. A growing number of institutions are discovering SDHC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 4% veterans, 34% new entrants

■ 4% veterans ■ 62% 1-2yr ■ 34% new
Of 56 current holders: 2 (4%) held 2+ years, 35 held 1–2 years, 19 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
20 of 56 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SDHC

In 2026 Q1, 33 hedge funds were net buyers of SDHC (19 opened a new position, 14 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 23% of total institutional value in SDHC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: SDHC

How many hedge funds hold SDHC — quarterly history vs. share price
Quarterly hedge fund ownership of SDHC vs. share price

Market Analysis: SDHC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDHC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy SMITH DOUGLAS HOMES CORP (SDHC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SDHC has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
SDHC
-8.1%
XLRE
+7.6%

SDHC outperformed XLRE by -15.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
SDHC
+0.8%
XLRE
+1.6%

Since the filing became public, SDHC outperformed XLRE by -0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: SDHC
56 + Investors

Track Smart Money conviction in SDHC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 45 24.44%
13F Shares 8M 9M -13.93%
Total Value $99M $151M -34.27%
New Positions 19 11 +8
Increased Positions 14 22 -8
Closed Positions 8 17 -9
Reduced Positions 16 7 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDHC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SDHC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SDHC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conifer Management, L.L.C. 3.50% 1,433,350 $18.3M
2 BECK MACK & OLIVER LLC 0.22% 850,593 $10.9M
3 VARCOV Co. 0.07% 14,258 $183K
4 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.05% 1,341,221 $17.2M
5 WASATCH ADVISORS LP 0.05% 586,755 $7.5M
6 GILDER GAGNON HOWE & CO LLC 0.03% 182,700 $2.3M
7 Quent Capital, LLC 0.03% 30,000 $384K
8 AXQ CAPITAL, LP 0.03% 15,437 $198K
9 First Eagle Investment Management, LLC 0.01% 384,774 $4.9M
10 FEDERATED HERMES, INC. 0.01% 258,900 $3.3M
11 Ruane, Cunniff & Goldfarb L.P. 0.00% 14,490 $185K
12 Tower Research Capital LLC (TRC) 0.00% 9,178 $117K
13 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.00% 25,006 —
14 WELLINGTON MANAGEMENT GROUP LLP 0.00% 758,796 $9.7M
15 Trexquant Investment LP 0.00% 15,848 $203K
16 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% 322,166 $4.1M
17 MARSHALL WACE, LLP 0.00% 101,875 $1.3M
18 FULLER & THALER ASSET MANAGEMENT, INC. 0.00% 22,295 $285K
19 Daiwa Securities Group Inc. 0.00% 24,264 $311K
20 HRT FINANCIAL LP 0.00% 21,042 $269K
21 WOLFF WIESE MAGANA LLC 0.00% 90 $1K
22 SEI INVESTMENTS CO 0.00% 53,068 $679K
23 D. E. Shaw & Co., Inc. 0.00% 78,426 $1.0M
24 AlphaQuest LLC 0.00% 631 $11K
25 Squarepoint Ops LLC 0.00% 23,212 $297K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SMITH DOUGLAS HOMES CORP (SDHC)

What does the Smart Money Trend signal show for SDHC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SDHC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SDHC?

Slight buying edge — 58% buying: Last quarter: 33 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SDHC holders?

Strong quality — 23% AUM from major funds: 20 of 56 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SDHC?

Mixed — 34% long-term, 34% new: Of the 56 current holders: 19 (34%) held >2 years, 18 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy SMITH DOUGLAS HOMES CORP (SDHC) following the 2026 Q1 hedge fund 13F filings?

As of today, SDHC has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLRE sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), SDHC has gained -8.1% vs +7.6% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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