Smith Douglas Homes Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SDHC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Jun 25	BuyUS$104,325	Sonny Perdue	Individual	5,400	US$19.74
10 Jun 25	BuyUS$33,963	Sonny Perdue	Individual	1,684	US$20.17
04 Jun 25	BuyUS$361,796	Sonny Perdue	Individual	19,252	US$19.09
23 May 25	BuyUS$121,503	Neill Faucett	Individual	7,000	US$17.36
21 May 25	BuyUS$50,389	Russell Devendorf	Individual	3,000	US$16.80
16 May 25	BuyUS$701,448	Thomas Bradbury	Individual	36,300	US$19.47
16 May 25	BuyUS$110,933	Jeffrey Jackson	Individual	6,000	US$18.49
19 Nov 24	BuyUS$256,182	Jeffrey Jackson	Individual	8,605	US$29.77

Insider Trading Volume

Insider Buying: SDHC insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SDHC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	187,237	1.84%
Private Companies	243,589	2.39%
Hedge Funds	1,232,351	12.1%
Institutions	8,522,061	83.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 105.67% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.4%	Kayne Anderson Rudnick Investment Management, LLC	1,568,848	US$188.1m	-12.7%	0.07%
14.2%	Wasatch Advisors LP	1,279,357	US$153.4m	4.35%	0.09%
13.2%	Wellington Management Group LLP	1,190,529	US$142.7m	-1.71%	no data
9.27%	Beck, Mack & Oliver LLC	835,685	US$100.2m	-0.63%	0.32%
8.12%	12 West Capital Management LP	732,351	US$87.8m	0%	1.59%
6.03%	Massachusetts Financial Services Company	543,664	US$65.2m	11.8%	no data
5.85%	Federated Hermes, Inc.	527,300	US$63.2m	0%	0.02%
5.54%	Conifer Management, LLC	500,000	US$59.9m	0%	0.64%
4.96%	The Vanguard Group, Inc.	447,109	US$53.6m	-1.28%	no data
2.7%	Great South Beach Improvement Company	243,589	US$29.2m	0%	no data
2.67%	First Eagle Investment Management, LLC	240,382	US$28.8m	1.69%	0.01%
2.55%	Gilder Gagnon Howe & Co. LLC	229,808	US$27.6m	-47.9%	0.05%
2.49%	Thornburg Investment Management, Inc.	224,457	US$26.9m	-8.09%	0.02%
2.4%	CIBC Asset Management Inc.	216,228	US$25.9m	0%	0.01%
1.51%	Wells Fargo & Company, Securities and Brokerage Investments	135,901	US$16.3m	-0.79%	no data
1.46%	BlackRock, Inc.	132,067	US$15.8m	4.9%	no data
1.13%	Geode Capital Management, LLC	101,896	US$12.2m	8.75%	no data
0.71%	Jackson National Asset Management, LLC	63,831	US$7.7m	-9.24%	0.01%
0.61%	SEI Investments Company	55,040	US$6.6m	-22.8%	no data
0.57%	Envestnet Asset Management, Inc.	51,161	US$6.1m	-13.4%	no data
0.55%	Ghisallo Capital Management LLC	50,000	US$6.0m	0%	0.03%
0.49%	Hartford Funds Management Company, LLC	44,369	US$5.3m	-3.95%	no data
0.46%	State Street Global Advisors, Inc.	41,212	US$4.9m	7.57%	no data
0.42%	Russell Devendorf	37,597	US$4.5m	8.67%	no data
0.4%	Covey Capital Advisors, LLC	36,300	US$4.4m	0%	0.8%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/09/08 16:52
End of Day Share Price	2025/09/08 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Smith Douglas Homes Corp. is covered by 6 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Rafe Jadrosich	BofA Global Research
Michael Rehaut	J.P. Morgan
Michael Dahl	RBC Capital Markets