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5%+ stakes · Schedule 13D and 13G

Smith Douglas Homes Corp: 5%+ holders

Who has reported owning 5% or more of Smith Douglas Homes Corp, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more5
Filings21
Latest filing2026-08-13

Smith Douglas Homes Corp has 21 Schedule 13D or 13G filings on record since 2025-07-16. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Conifer Management, L.L.C.15%1,349,600SCHEDULE 13G/A, 2025-11-062025-10-31
Wellington Management Group LLP13.5%1,211,274SCHEDULE 13G/A, 2026-04-072025-03-31
Kayne Anderson Rudnick Investment Management, LLC11.7%974,282SCHEDULE 13G/A, 2026-08-132026-06-30
Wasatch Advisors LP6.5%586,755SCHEDULE 13G/A, 2026-04-062026-03-31
Vanguard Capital Management5.01%454,110SCHEDULE 13G, 2026-04-302026-03-31
Massachusetts Financial Services Company3.7%322,166SCHEDULE 13G/A, 2026-05-142026-03-31
Federated Hermes, Inc.2.86%258,900SCHEDULE 13G/A, 2026-04-072026-03-31
12 West Capital Management LP0%0SCHEDULE 13G/A, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Artisan Partners Asset Management Inc.0%0SCHEDULE 13G/A, 2025-08-122025-06-30

Timeline

FiledHolderPercentFiling
2025-07-1612 West Capital Management LP8.1%SCHEDULE 13G
2025-07-29The Vanguard Group4.97%SCHEDULE 13G/A
2025-08-12Artisan Partners Asset Management Inc.0%SCHEDULE 13G/A
2025-08-13Wasatch Advisors LP14.2%SCHEDULE 13G/A
2025-08-13Conifer Management, L.L.C.5.6%SCHEDULE 13G
2025-08-13Kayne Anderson Rudnick Investment Management, LLC17.8%SCHEDULE 13G/A
2025-10-31The Vanguard Group5%SCHEDULE 13G
2025-11-06Conifer Management, L.L.C.15%SCHEDULE 13G/A
2025-11-06Kayne Anderson Rudnick Investment Management, LLC15%SCHEDULE 13G/A
2025-11-13Wasatch Advisors LP13.1%SCHEDULE 13G/A
2025-11-1412 West Capital Management LP5.9%SCHEDULE 13G/A
2026-02-13Kayne Anderson Rudnick Investment Management, LLC16.3%SCHEDULE 13G/A
2026-02-1712 West Capital Management LP0%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-06Wasatch Advisors LP6.5%SCHEDULE 13G/A
2026-04-07Wellington Management Group LLP13.5%SCHEDULE 13G/A
2026-04-07Federated Hermes, Inc.2.86%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.01%SCHEDULE 13G
2026-05-14Massachusetts Financial Services Company3.7%SCHEDULE 13G/A
2026-05-14Kayne Anderson Rudnick Investment Management LLC14.8%SCHEDULE 13G/A
2026-08-13Kayne Anderson Rudnick Investment Management, LLC11.7%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/smith-douglas-homes
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Smith Douglas Homes Corp 5%+ holders: 5 at 5% or more, largest Conifer Management, L.L.C. 15%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/smith-douglas-homes