Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smith Douglas Homes Corp (SDHC)

61 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — SDHC

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 82% of 3.0Y peak

82% of all-time peak
61 funds currently hold this stock — 82% 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 55% buying

36 buying30 selling
Last quarter: 36 funds bought or added vs 30 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 11 → 19 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 41% new

■ 28% conviction (2yr+) ■ 31% medium ■ 41% new
Of the 61 current holders: 17 (28%) held >2 years, 19 held 1–2 years, and 25 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.
💰

Price up while funds trimmed (+9% value, -10% shares)

Value
+9%
Shares
-10%
Last quarter: total value of institutional SDHC holdings rose +9% even though funds reduced share count by 10%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

11 → 11 → 11 → 19 → 16 new funds/Q
New funds entering each quarter: 11 → 11 → 19 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 38% veterans, 41% new entrants

■ 38% veterans ■ 21% 1-2yr ■ 41% new
Of 61 current holders: 23 (38%) held 2+ years, 13 held 1–2 years, 25 (41%) 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
24 of 61 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 36 hedge funds were net buyers of SDHC (16 opened a new position, 20 added to an existing one), while 30 reduced or exited (19 trimmed, 11 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 23% of total institutional value in SDHC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 61.

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

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

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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
61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 56 8.93%
13F Shares 7M 8M -9.99%
Total Value $109M $99M 9.29%
New Positions 16 19 -3
Increased Positions 20 14 +6
Closed Positions 11 8 +3
Reduced Positions 19 16 +3
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

61 + 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 SDHC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conifer Management, L.L.C. 3.67% 1,433,350 $22.3M
2 Beck Mack & Oliver LLC 0.25% 835,065 $13.0M
3 R Squared Ltd 0.11% 13,978 $217K
4 Wasatch Advisors LP 0.05% 531,223 $8.3M
5 Kayne Anderson Rudnick Investment Management LLC 0.05% 974,282 $15.1M
6 Quent Capital, LLC 0.04% 45,000 $699K
7 Gilder Gagnon Howe & Co LLC 0.03% 161,307 $2.5M
8 Occudo Quantitative Strategies LP 0.01% 15,091 $235K
9 First Eagle Investment Management, LLC 0.01% 404,274 $6.3M
10 Ruane, Cunniff & Goldfarb L.P. 0.01% 27,275 $424K
11 XTX Topco Ltd 0.01% 25,924 $403K
12 Trexquant Investment LP 0.01% 56,477 $878K
13 Susquehanna Portfolio Strategies, LLC 0.00% 17,488 $272K
14 Graham Capital Management, L.P. 0.00% 12,072 $188K
15 Verition Fund Management LLC 0.00% 32,000 $497K
16 Marshall Wace, LLP 0.00% 163,864 $2.5M
17 Wellington Management Group LLP 0.00% 622,625 $9.7M
18 Persistent Asset Partners Ltd 0.00% 266 $4K
19 D. E. Shaw & Co., Inc. 0.00% 142,986 $2.2M
20 Fuller & Thaler Asset Management, INC. 0.00% 22,110 $344K
21 Wolff Wiese Magana LLC 0.00% 90 $1K
22 Daiwa Securities Group Inc. 0.00% 18,475 $287K
23 Squarepoint Ops LLC 0.00% 31,818 $494K
24 Tudor Investment Corp Et Al 0.00% 21,303 $331K
25 Sei Investments Co 0.00% 26,421 $411K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 55% buying: Last quarter: 36 funds bought or added vs 30 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: 24 of 61 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 — 28% long-term, 41% new: Of the 61 current holders: 17 (28%) held >2 years, 19 held 1–2 years, and 25 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.

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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