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	Role	Shares	Max Price
19 Nov 24	BuyUS$256,182	Jeffrey Jackson	Individual		8,605	US$29.77
16 Jan 24	BuyUS$105,000	Brett Steele	Individual		5,000	US$21.00

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	13,605	0.138%
Institutions	9,831,249	99.9%

Dilution of Shares: SDHC only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 100.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.3%	Kayne Anderson Rudnick Investment Management, LLC	1,798,516	US$290.1m	32.4%	0.11%
11.4%	Wellington Management Group LLP	1,012,693	US$163.3m	-8.63%	no data
10.2%	Hood River Capital Management LLC	903,951	US$145.8m	87.5%	0.4%
8.79%	Artisan Partners Limited Partnership	777,380	US$125.4m	29.1%	0.02%
5.96%	Federated Hermes, Inc.	527,300	US$85.0m	0%	0.04%
5.9%	Gilder Gagnon Howe & Co. LLC	521,800	US$84.2m	-37.2%	0.16%
5.12%	The Vanguard Group, Inc.	452,897	US$73.0m	0%	no data
5%	Beck, Mack & Oliver LLC	442,480	US$71.4m	13.1%	0.23%
4.95%	Massachusetts Financial Services Company	437,863	US$70.6m	-2.74%	no data
3.41%	Next Century Growth Investors LLC	301,213	US$48.6m	-35.1%	0.64%
2.93%	Thornburg Investment Management, Inc.	258,916	US$41.8m	21.7%	0.04%
2.42%	Wasatch Advisors LP	214,508	US$34.6m	0%	0.02%
2.21%	New York State Common Retirement Fund	195,913	US$31.6m	30.8%	0.01%
1.51%	Wells Fargo & Company, Securities and Brokerage Investments	133,987	US$21.6m	32.2%	no data
1.43%	BlackRock, Inc.	126,088	US$20.3m	-81.5%	no data
1.23%	Basswood Capital Management, L.L.C.	108,914	US$17.6m	-41.5%	0.16%
1.1%	First Eagle Investment Management, LLC	97,463	US$15.7m	0%	no data
1.07%	Ghisallo Capital Management LLC	95,000	US$15.3m	0%	0.16%
1.01%	Geode Capital Management, LLC	89,581	US$14.4m	-0.27%	no data
0.88%	Jackson National Asset Management, LLC	77,831	US$12.6m	28.2%	0.04%
0.85%	Renaissance Technologies LLC	75,200	US$12.1m	124%	no data
0.75%	SEI Investments Company	66,343	US$10.7m	39.3%	no data
0.71%	Envestnet Asset Management, Inc.	62,976	US$10.2m	50.4%	no data
0.61%	D. E. Shaw & Co., L.P.	54,002	US$8.7m	116%	no data
0.6%	Lisanti Capital Growth, LLC	52,785	US$8.5m	20.4%	0.37%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 00:08
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 .

Analyst Sources

Smith Douglas Homes Corp. is covered by 7 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