Which hedge funds own SDHC? SMITH DOUGLAS HOMES CORP, Q2 2026 13F holders
14 tracked hedge funds disclosed a position in SDHC (SMITH DOUGLAS HOMES CORP) in their Q2 2026 13F filings, worth $31.0m in total. The largest holder by portfolio weight is Conifer Management, L.L.C. at 3.7% of its book. 7 opened a new position this quarter: Gsa Capital Partners LLP, Occudo Quantitative Strategies LP, Graham Capital Management, L.P., Verition Fund Management LLC.
- 14
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 0
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $1.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $0
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $31.0m
- Combined value Sum of the holders' reported positions in the security.
- 1.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Conifer Management, L.L.C. Hedge fund | 3.7% | 0.0% | held |
| Gsa Capital Partners LLP Hedge fund | 0.02% | – | new |
| Occudo Quantitative Strategies LP Hedge fund | 0.01% | – | new |
| Ruane, Cunniff & Goldfarb (Sequoia Fund) Long-only investor | 0.01% | +88% | added |
| Trexquant Investment LP Hedge fund | 0.01% | +256% | added |
| Graham Capital Management, L.P. Hedge fund | 0.01% | – | new |
| Verition Fund Management LLC Hedge fund | 0.0% | – | new |
| Marshall Wace, LLP Hedge fund | 0.0% | +61% | added |
| D. E. Shaw & Co., Inc. Hedge fund | 0.0% | +82% | added |
| Tudor Investment Corp ET AL Hedge fund | 0.0% | – | new |
| Persistent Asset Partners Ltd Hedge fund | 0.0% | – | new |
| Squarepoint Ops LLC Hedge fund | 0.0% | +37% | added |
| Citadel Advisors LLC Hedge fund | 0.0% | −52% | reduced |
| Millennium Management LLC Hedge fund | 0.0% | – | new |
Ownership over time
Who discovered SDHC first? Beta
| 12 West Capital Management LP | Q2 2025 | −0.1 pts |
| Conifer Management, L.L.C. | Q3 2025 | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.