SMITH DOUGLAS HOMES CORP

Ticker: SDHC CUSIP: 83207R107 Class: Common Stock

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (9)

Quent Capital, LLC
Value ($000) $386 Shares 23,000
BNP PARIBAS ARBITRAGE, SA
Value ($000) $118 Shares 7,040
CITIGROUP INC
Value ($000) $7 Shares 415
Aster Capital Management (DIFC) Ltd
Value ($000) $3 Shares 151
OPTIMA CAPITAL LLC
Value ($000) $0 Shares 28
PRICE T ROWE ASSOCIATES INC /MD/
Value ($000) $0 Shares 10,800
Transamerica Financial Advisors, Inc.
Value ($000) $0 Shares 4
SRS Capital Advisors, Inc.
Value ($000) $0 Shares 2
Kingdom Financial Group LLC.
Value ($000) $0 Shares 1

Increased Positions (20)

Conifer Management, L.L.C.
Value ($000) $24,037 (+59.8%) Shares 1,433,350 (+68.3%)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Value ($000) $24,635 (+11.4%) Shares 1,469,003 (+17.3%)
WASATCH ADVISORS LP
Value ($000) $20,960 (+0.8%) Shares 1,249,857 (+6.2%)
First Eagle Investment Management, LLC
Value ($000) $6,352 (+8.4%) Shares 378,774 (+14.2%)
WELLINGTON MANAGEMENT GROUP LLP
Value ($000) $19,738 (-3.0%) Shares 1,176,973 (+2.2%)
UBS Group AG
Value ($000) $823 (+78.2%) Shares 49,047 (+87.7%)
SEI INVESTMENTS CO
Value ($000) $1,089 (+12.0%) Shares 64,930 (+18.0%)
WELLS FARGO & COMPANY/MN
Value ($000) $2,157 (-0.2%) Shares 128,597 (+5.1%)
BlackRock, Inc.
Value ($000) $2,656 (-2.2%) Shares 158,370 (+3.0%)
D. E. Shaw & Co., Inc.
Value ($000) $558 (+6.1%) Shares 33,250 (+11.7%)
VICTORY CAPITAL MANAGEMENT INC
Value ($000) $365 (+5.7%) Shares 21,777 (+11.3%)
MORGAN STANLEY
Value ($000) $204 (+14.6%) Shares 12,150 (+20.7%)
GEODE CAPITAL MANAGEMENT, LLC
Value ($000) $1,752 (-3.7%) Shares 104,422 (+1.4%)
BANK OF AMERICA CORP /DE/
Value ($000) $47 (+65.2%) Shares 2,809 (+73.9%)
STATE STREET CORP
Value ($000) $710 (-2.5%) Shares 42,312 (+2.7%)
US BANCORP \DE\
Value ($000) $108 (+5.2%) Shares 6,415 (+10.8%)
FMR LLC
Value ($000) $12 (+39.2%) Shares 708 (+46.6%)
WOLFF WIESE MAGANA LLC
Value ($000) $2 (+22.1%) Shares 90 (+28.6%)
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
Value ($000) $1 (+8.2%) Shares 37,859 (+13.9%)
Daiwa Securities Group Inc.
Value ($000) $0 (+13.5%) Shares 26,664 (+19.6%)

Decreased Positions (6)

AlphaQuest LLC
Value ($000) $11 (-94.6%) Shares 631 (-94.3%)
GILDER GAGNON HOWE & CO LLC
Value ($000) $3,712 (-7.7%) Shares 221,324 (-2.8%)
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Value ($000) $8,497 (-8.3%) Shares 506,688 (-3.5%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $483 (-32.2%) Shares 28,799 (-28.7%)
STIFEL FINANCIAL CORP
Value ($000) $221 (-13.6%) Shares 13,157 (-9.0%)
OSAIC HOLDINGS, INC.
Value ($000) $2 (-32.6%) Shares 130 (-22.6%)

Exited Positions (18)

12 West Capital Management LP
Value ($000) $9,451 Shares 535,140
Ghisallo Capital Management LLC
Value ($000) $883 Shares 50,000
Inspire Advisors, LLC
Value ($000) $214 Shares 12,111
nVerses Capital, LLC
Value ($000) $34 Shares 900
PEREGRINE CAPITAL MANAGEMENT LLC
Value ($000) $358 Shares 20,288
XTX Topco Ltd
Value ($000) $215 Shares 12,177
Trexquant Investment LP
Value ($000) $315 Shares 17,849
GOLDMAN SACHS GROUP INC
Value ($000) $1,442 Shares 81,680
MARSHALL WACE, LLP
Value ($000) $481 Shares 27,229
MILLENNIUM MANAGEMENT LLC
Value ($000) $389 Shares 22,023
GSA CAPITAL PARTNERS LLP
Value ($000) $0 Shares 10,644
NEUBERGER BERMAN GROUP LLC
Value ($000) $232 Shares 13,110
Bank of New York Mellon Corp
Value ($000) $229 Shares 12,968
Tower Research Capital LLC (TRC)
Value ($000) $10 Shares 550
Fortitude Family Office, LLC
Value ($000) $4 Shares 229
COMERICA BANK
Value ($000) $8 Shares 430
Advisory Services Network, LLC
Value ($000) $4 Shares 247
FIFTH THIRD BANCORP
Value ($000) $3 Shares 152