SDHCNYSEOperative BuildersFiscal year ends December 31
Smith Douglas Homes Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$10.00−0.40 (-3.85%)
Close on Oct 19, 2026
- Market cap
- $83.81M
- P/E (TTM)
- 13.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
14.6%
7M of 51M shares
Institutional holders
63
16 new, 10 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
10 buys · 0 sales
Net bought $795.63K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC | 974,282 | 11.70% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Investment Advisors Holdings LLP | 913,047 | 10.30% | 13G (passive) amendment | Dec 31, 2024 |
| Joel Ramin | 535,140 | 5.90% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 454,110 | 5.01% | 13G (passive) | Mar 31, 2026 |
| Beck Mack & Oliver LLC | 442,480 | 5.00% | 13G (passive) | Sep 30, 2024 |
| GSB Holdings LLC | 4,243,590 | 32.40% | 13G (passive) | Sep 30, 2024 |
| Thomas L. Bradbury | 38,192,307 | 81.20% | 13G (passive) | Sep 30, 2024 |
| Conifer Management, L.L.C. | 1,349,600 | 15.00% | 13G (passive) amendment | Oct 31, 2025 |
| Kayne Anderson Rudnick Investment Management LLC | 1,341,221 | 14.80% | 13G (passive) amendment | Mar 31, 2026 |
| Wellington Group Holdings LLP | 1,211,274 | 13.50% | 13G (passive) amendment | Mar 31, 2025 |
| Wellington Management Company LLP | 1,211,274 | 13.10% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SDHC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Conifer Management, L.L.C. | 1,433,350 | 2.82% | $22.27M | – | 3.67% |
| Kayne Anderson Rudnick Investment Management LLC | 974,282 | 1.92% | $15.14M | −366,939 | 0.05% |
| Beck Mack & Oliver LLC | 835,065 | 1.64% | $12.98M | −15,528 | 0.25% |
| First Eagle Investment Management, LLC | 808,548 | 1.59% | $12.56M | +423,774 | 0.01% |
| Wellington Management Group Llp | 622,625 | 1.22% | $9.68M | −136,171 | 0.00% |
| Wasatch Advisors LP | 531,223 | 1.05% | $8.26M | −55,532 | 0.05% |
| Vanguard Capital Management LLC | 364,949 | 0.72% | $5.67M | −31,816 | 0.00% |
| BlackRock, Inc. | 208,862 | 0.41% | $3.25M | +49,230 | 0.00% |
| Marshall Wace, Llp | 163,864 | 0.32% | $2.55M | +61,989 | 0.00% |
| Gilder Gagnon Howe & Co LLC | 161,307 | 0.32% | $2.51M | −21,393 | 0.03% |
| D. E. Shaw & Co., Inc. | 142,986 | 0.28% | $2.22M | +64,560 | 0.00% |
| Wells Fargo & Company/Mn | 117,508 | 0.23% | $1.83M | −7,876 | 0.00% |
| Geode Capital Management, LLC | 103,146 | 0.20% | $1.60M | −5,350 | 0.00% |
| Jane Street Group, LLC | 84,735 | 0.17% | $1.32M | +2,559 | 0.00% |
| Trexquant Investment LP | 56,477 | 0.11% | $877.65K | +40,629 | 0.01% |
| Vanguard Fiduciary Trust Co | 54,044 | 0.11% | $839.84K | +364 | 0.00% |
| JPMorgan Chase & Co | 51,376 | 0.10% | $770.13K | +19,817 | 0.00% |
| UBS Group AG | 47,622 | 0.09% | $740.05K | −647 | 0.00% |
| Goldman Sachs Group Inc | 46,618 | 0.09% | $724.44K | +15,934 | 0.00% |
| State Street Corp | 46,176 | 0.09% | $717.58K | +3,064 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 63 | 7M | 14.6% | 16 / 21 | 19 / 10 | 1M | 1M |
| Q1 2026 | 58 | 8M | 15.4% | 21 / 14 | 17 / 8 | 1M | 2M |
| Q4 2025 | 46 | 9M | 17.9% | 11 / 23 | 7 / 17 | 1M | 1M |
| Q3 2025 | 52 | 9M | 17.4% | 10 / 12 | 19 / 11 | 1M | 1M |
| Q2 2025 | 55 | 9M | 18.4% | 11 / 15 | 20 / 11 | 1M | 2M |
| Q1 2025 | 55 | 10M | 18.9% | 7 / 19 | 20 / 21 | 1M | 1M |
| Q4 2024 | 70 | 9M | 18.7% | 9 / 16 | 34 / 13 | 1M | 2M |
| Q3 2024 | 74 | 10M | 19.0% | 23 / 26 | 17 / 10 | 3M | 2M |
| Q2 2024 | 62 | 10M | 19.3% | 16 / 19 | 20 / 25 | 3M | 2M |
| Q1 2024 | 71 | 10M | 18.7% | 71 / 0 | 0 / 0 | 10M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SDHC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Wasatch Micro Cap Fund | 526,284 | 1.04% | $8.18M | 1.21% | Jun 30, 2026 |
| Virtus KAR Small-Cap Growth Fund | 458,159 | 0.90% | $7.12M | 1.15% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 338,597 | 0.67% | $5.02M | 0.17% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 253,928 | 0.50% | $3.95M | 0.00% | Jun 30, 2026 |
| MFS New Discovery Value Fund | 211,427 | 0.42% | $2.53M | 0.10% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 101,441 | 0.20% | $1.58M | 0.00% | Jun 30, 2026 |
| JNL Multi-Manager Small Cap Growth Fund | 64,022 | 0.13% | $994.90K | 0.04% | Jun 30, 2026 |
| Column Small Cap Fund | 47,651 | 0.09% | $569.91K | 0.11% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 46,757 | 0.09% | $559.21K | 0.00% | May 31, 2026 |
| Virtus KAR Small-Cap Growth Series | 37,771 | 0.07% | $586.96K | 1.24% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 19,149 | 0.04% | $283.98K | 0.00% | Jul 31, 2026 |
| Fullerthaler Behavioral Micro-Cap Equity Fund | 16,100 | 0.03% | $250.19K | 0.83% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 15,634 | 0.03% | $186.98K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 13,708 | 0.03% | $163.95K | 0.00% | May 31, 2026 |
| T. Rowe Price Extended Equity Market Index Fund | 12,300 | 0.02% | $191.14K | 0.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gregory S. Bennett | See Remarks, Director | 4,706,705 | 9.26% | Sep 3, 2026 |
| Russell Devendorf | See Remarks | 317,461 | 0.62% | Aug 26, 2026 |
| Brett Allen Steele | See Remarks | 33,597 | 0.07% | Mar 30, 2026 |
| Thomas L. Bradbury | Director, 10% owner | 40,462,893 | 79.61% | Sep 14, 2026 |
| Jeffrey T. Jackson | Director | 46,429 | 0.09% | Jul 2, 2026 |
| Neill B. Faucett | Director | 34,413 | 0.07% | Jul 2, 2026 |
| George Ervin Perdue III | Director | 70,692 | 0.14% | Jun 8, 2026 |
| Janice E. Walker | Director | 24,056 | 0.05% | Jun 8, 2026 |
| Neil B. Wedewer | Director | 24,756 | 0.05% | Jun 8, 2026 |
| Julie Bradbury | Director | 27,628 | 0.05% | Jun 8, 2026 |
| Holdings LLC /GA GSB | Director | 230,757 | 0.45% | Mar 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas L. Bradbury Director, 10% owner | Sep 10, 2026 | Buy | +19,360 | $10.31 | $199.60K | 78,278 |
| Gregory S. Bennett See Remarks, Director | Sep 2, 2026 | Buy | +1,000 | $11.50 | $11.50K | 219,526 |
| Gregory S. Bennett See Remarks, Director | Sep 1, 2026 | Buy | +1,000 | $12.20 | $12.20K | 218,526 |
| Russell Devendorf See Remarks | Aug 25, 2026 | Buy | +1,000 | $12.34 | $12.34K | 317,461 |
| Russell Devendorf See Remarks | Aug 20, 2026 | Buy | +1,000 | $12.68 | $12.68K | 316,461 |
| Neill B. Faucett Director | Jul 1, 2026 | Award | +1,612 | $15.51 | $25.00K | 34,413 |
| Jeffrey T. Jackson Director | Jul 1, 2026 | Award | +2,015 | $15.51 | $31.25K | 46,429 |
| Julie Bradbury Director | Jun 4, 2026 | Award | +10,008 | – | – | 27,628 |
| Neill B. Faucett Director | Jun 4, 2026 | Award | +10,008 | – | – | 32,801 |
| George Ervin Perdue III Director | Jun 4, 2026 | Award | +10,008 | – | – | 70,692 |
| Neil B. Wedewer Director | Jun 4, 2026 | Award | +10,008 | – | – | 24,756 |
| Janice E. Walker Director | Jun 4, 2026 | Award | +10,008 | – | – | 24,056 |
| Jeffrey T. Jackson Director | Jun 4, 2026 | Award | +10,008 | – | – | 44,414 |
| Russell Devendorf See Remarks | May 20, 2026 | Buy | +2,000 | $10.88 | $21.76K | 315,461 |
| Jeffrey T. Jackson Director | Apr 8, 2026 | Award | +2,181 | $14.33 | $31.25K | 34,406 |
| Neill B. Faucett Director | Apr 8, 2026 | Award | +1,745 | $14.33 | $25.01K | 22,793 |
| Gregory S. Bennett See Remarks, Director | Mar 20, 2026 | Tax withholding | −13,231 | $11.34 | $150.04K | 217,526 |
| Russell Devendorf See Remarks | Mar 20, 2026 | Tax withholding | −3,182 | $11.34 | $36.08K | 313,461 |
| Brett Allen Steele See Remarks | Mar 20, 2026 | Tax withholding | −1,430 | $11.34 | $16.22K | 33,597 |
| Brett Allen Steele See Remarks | Mar 13, 2026 | Award | +10,817 | – | – | 35,027 |
| Holdings LLC /GA GSB Director | Mar 13, 2026 | Award | +133,717 | – | – | 230,757 |
| George Ervin Perdue III Director | Mar 13, 2026 | Buy | +20,300 | $12.27 | $249.08K | 60,684 |
| Russell Devendorf See Remarks | Mar 13, 2026 | Award | +29,715 | – | – | 316,643 |
| Russell Devendorf See Remarks | Mar 13, 2026 | Buy | +1,000 | $11.56 | $11.56K | 286,928 |
| Neil B. Wedewer Director | Mar 13, 2026 | Buy | +700 | $11.38 | $7.97K | 14,748 |
| Thomas L. Bradbury Director, 10% owner | Mar 13, 2026 | Buy | +22,618 | $11.36 | $256.94K | 58,918 |
| Russell Devendorf See Remarks | Jan 16, 2026 | Tax withholding | −14,024 | $20.90 | $293.10K | 285,928 |
| George Ervin Perdue III Director | Jun 13, 2025 | Buy | +1,400 | $18.25 | $25.55K | 40,384 |
| George Ervin Perdue III Director | Jun 12, 2025 | Buy | +500 | $19.40 | $9.70K | 38,984 |
| George Ervin Perdue III Director | Jun 11, 2025 | Buy | +3,500 | $19.74 | $69.09K | 38,484 |
| George Ervin Perdue III Director | Jun 10, 2025 | Buy | +1,684 | $20.17 | $33.97K | 34,984 |
| Julie Bradbury Director | Jun 5, 2025 | Award | +6,543 | – | – | 17,620 |
| Jeffrey T. Jackson Director | Jun 5, 2025 | Award | +6,543 | – | – | 32,225 |
| George Ervin Perdue III Director | Jun 5, 2025 | Award | +6,543 | – | – | 33,300 |
| Neil B. Wedewer Director | Jun 5, 2025 | Award | +6,543 | – | – | 14,048 |
| Janice E. Walker Director | Jun 5, 2025 | Award | +6,543 | – | – | 14,048 |
| Neill B. Faucett Director | Jun 5, 2025 | Award | +6,543 | – | – | 21,048 |
| George Ervin Perdue III Director | Jun 4, 2025 | Buy | +2,412 | $18.83 | $45.42K | 26,757 |
| George Ervin Perdue III Director | Jun 3, 2025 | Buy | +10,000 | $19.09 | $190.90K | 24,345 |
| George Ervin Perdue III Director | Jun 2, 2025 | Buy | +6,840 | $18.34 | $125.45K | 14,345 |
| Neill B. Faucett Director | May 23, 2025 | Buy | +7,000 | $17.36 | $121.52K | 14,505 |
| Russell Devendorf See Remarks | May 21, 2025 | Buy | +3,000 | $16.80 | $50.40K | 299,952 |
| Jeffrey T. Jackson Director | May 16, 2025 | Buy | +6,000 | $18.49 | $110.94K | 25,682 |
| Thomas L. Bradbury Director, 10% owner | May 16, 2025 | Buy | +7,800 | $18.78 | $146.48K | 7,800 |
| Thomas L. Bradbury Director, 10% owner | May 16, 2025 | Buy | +28,500 | $19.47 | $554.90K | 36,300 |
| Russell Devendorf See Remarks | Mar 20, 2025 | Award | +24,260 | – | – | 296,952 |
| Gregory S. Bennett See Remarks, Director | Mar 20, 2025 | Award | +97,040 | – | – | 97,040 |
| Brett Allen Steele See Remarks | Mar 20, 2025 | Award | +14,556 | – | – | 24,210 |
| Russell Devendorf See Remarks | Jan 16, 2025 | Tax withholding | −13,022 | $24.73 | $322.03K | 272,692 |
| Brett Allen Steele See Remarks | Jan 16, 2025 | Tax withholding | −2,489 | $24.73 | $61.55K | 9,654 |
| Jeffrey T. Jackson Director | Nov 19, 2024 | Buy | +8,605 | $29.77 | $256.17K | 15,748 |
| Julie Bradbury Director | Jun 4, 2024 | Award | +3,934 | – | – | 11,077 |
| Jeffrey T. Jackson Director | Jun 4, 2024 | Award | +3,934 | – | – | 19,682 |
| George Ervin Perdue III Director | Jun 4, 2024 | Award | +3,934 | – | – | 7,505 |
| Neil B. Wedewer Director | Jun 4, 2024 | Award | +3,934 | – | – | 7,505 |
| Janice E. Walker Director | Jun 4, 2024 | Award | +3,934 | – | – | 7,505 |
| Neill B. Faucett Director | Jun 4, 2024 | Award | +3,934 | – | – | 7,505 |
| Bradbury Family Trust Ii A U/A/D December 29, 2015 Director, 10% owner | Jan 16, 2024 | Other | −2,192,308 | – | – | 38,192,307 |
| Bradbury Family Trust Ii A U/A/D December 29, 2015 Director, 10% owner | Jan 16, 2024 | Returned to company | −2,192,308 | $21.00 | $46.04M | 0 |
| Bradbury Family Trust Ii A U/A/D December 29, 2015 Director, 10% owner | Jan 16, 2024 | Conversion | +2,192,308 | – | – | 2,192,308 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.