Smith Douglas Homes Corp (SDHC) sees multiple funds report over 5% ownership

Rhea-AI Filing Summary

Smith Douglas Homes Corp has three institutional investors reporting significant beneficial ownership of its common stock. Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 974,282 shares, representing 11.7% of the class, with 458,686 shares under sole voting power and 496,559 under shared voting power.

Virtus Investment Advisers, LLC reports 495,930 shares, or 5.9%, all with shared voting and dispositive power. Virtus Equity Trust, on behalf of Virtus KAR Small-Cap Growth Fund, reports 458,159 shares, or 5.5%, also entirely with shared voting and dispositive power. For shares held by the registered investment company, only the custodian may directly receive dividends and sale proceeds, while fund shareholders participate proportionately.

Key Figures

Kayne Anderson Rudnick beneficial ownership: 974,282 shares (11.7%) Virtus Investment Advisers beneficial ownership: 495,930 shares (5.9%) Virtus KAR Small-Cap Growth Fund ownership: 458,159 shares (5.5%) +3 more

6 metrics

Kayne Anderson Rudnick beneficial ownership 974,282 shares (11.7%) Beneficial ownership of Smith Douglas Homes Corp common stock

Virtus Investment Advisers beneficial ownership 495,930 shares (5.9%) Beneficial ownership of Smith Douglas Homes Corp common stock

Virtus KAR Small-Cap Growth Fund ownership 458,159 shares (5.5%) Beneficial ownership of Smith Douglas Homes Corp common stock

Kayne Anderson sole voting power 458,686 shares Shares with sole voting power for Smith Douglas Homes Corp

Kayne Anderson shared voting power 496,559 shares Shares with shared voting power for Smith Douglas Homes Corp

Virtus KAR shared voting power 458,159 shares Shares with shared voting power for Smith Douglas Homes Corp

Key Terms

beneficially owned, shared voting power, sole dispositive power, Investment Company Act of 1940, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned:"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"6 | Shared Voting Power 496,559.00 7 | Sole Dispositive Power"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

sole dispositive power financial

"7 | Sole Dispositive Power 477,723.00 8 | Shared Dispositive Power"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Investment Company Act of 1940 regulatory

"an investment company registered under the Investment Company Act of 1940 or"

A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

percent of class financial

"(b) | Percent of class: (1)Kayne Anderson Rudnick Investment Management,LLC:11.7"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

What percentage of Smith Douglas Homes Corp (SDHC) is held by Kayne Anderson Rudnick?

Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of 11.7% of Smith Douglas Homes Corp common stock, totaling 974,282 shares, with both sole and shared voting and dispositive powers across those holdings.

How many SDHC shares does Virtus Investment Advisers, LLC report owning?

Virtus Investment Advisers, LLC reports beneficial ownership of 495,930 shares of Smith Douglas Homes Corp, representing 5.9% of the common stock, all held with shared voting and dispositive power rather than sole authority.

What is the stake of Virtus KAR Small-Cap Growth Fund in SDHC?

Virtus Equity Trust, on behalf of Virtus KAR Small-Cap Growth Fund, reports owning 458,159 shares of Smith Douglas Homes Corp, equal to 5.5% of the common stock, with all shares under shared voting and dispositive power.

Who has voting and dispositive power over the SDHC shares reported in this Schedule 13G/A?

Kayne Anderson Rudnick reports both sole and shared voting and dispositive powers over its SDHC shares, while Virtus Investment Advisers and Virtus KAR Small-Cap Growth Fund report only shared voting and dispositive powers for their respective holdings.

How are dividends and sale proceeds handled for SDHC shares held by the registered investment company?

For SDHC securities owned by the registered investment company, only the custodian has the right to receive dividends and sale proceeds, while the investment company’s shareholders participate proportionately in any dividends and distributions paid.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/13/2026 - 04:07 PM Accepted by SEC EDGAR 08/13/2026 - 04:05 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 8)

Smith Douglas Homes Corp

(Name of Issuer)

Common Stock

(Title of Class of Securities)

83207R107

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 83207R107

1

Names of Reporting Persons

Kayne Anderson Rudnick Investment Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 458,686.00
6	Shared Voting Power 496,559.00
7	Sole Dispositive Power 477,723.00
8	Shared Dispositive Power 496,559.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

974,282.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

11.7 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 83207R107

1

Names of Reporting Persons

Virtus Investment Advisers, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 495,930.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 495,930.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

495,930.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.9 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: The amounts reported on this page are also included in the amounts reported by Kayne Anderson Rudnick Investment Management, LLC on this Schedule 13G.

SCHEDULE 13G

CUSIP Number(s): 83207R107

1

Names of Reporting Persons

Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 458,159.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 458,159.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

458,159.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

IV

Comment for Type of Reporting Person: The amounts reported on this page are also included in the amounts reported by Virtus Investment Advisers, LLC on this Schedule 13G.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Smith Douglas Homes Corp
(b)	Address of issuer's principal executive offices: 110 VILLAGE TRAIL, SUITE 215, WOODSTOCK, GA, 30188
Item 2.
(a)	Name of person filing: (1) Kayne Anderson Rudnick Investment Management, LLC (2) Virtus Investment Advisers, LLC (3) Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund
(b)	Address or principal business office or, if none, residence: (1) Kayne Anderson Rudnick Investment Management, LLC - 2000 Avenue of the Stars, Suite 1110, Los Angeles, CA 90067, United States (2) Virtus Investment Advisers, LLC - One Financial Plaza, Hartford, CT 06103, United States (3) Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund - 101 Munson Street, Greenfield, MA 01301, United States
(c)	Citizenship: (1) Kayne Anderson Rudnick Investment Management, LLC - CALIFORNIA (2) Virtus Investment Advisers, LLC - MASSACHUSETTS (3) Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund- DELAWARE
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 83207R107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: (1)Kayne Anderson Rudnick Investment Management,LLC:974,282 (2)Virtus Investment Advisers,LLC:495,930 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:458,159
(b)	Percent of class: (1)Kayne Anderson Rudnick Investment Management,LLC:11.7 (2)Virtus Investment Advisers,LLC:5.9 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:5.5
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: (1)Kayne Anderson Rudnick Investment Management,LLC:458,686 (2)Virtus Investment Advisers,LLC:0 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:0
	(ii) Shared power to vote or to direct the vote: (1)Kayne Anderson Rudnick Investment Management,LLC:496,559 (2)Virtus Investment Advisers,LLC:495,930 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:458,159
	(iii) Sole power to dispose or to direct the disposition of: (1)Kayne Anderson Rudnick Investment Management,LLC:477,723 (2)Virtus Investment Advisers,LLC:0 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:0
	(iv) Shared power to dispose or to direct the disposition of: (1)Kayne Anderson Rudnick Investment Management,LLC:496,559 (2)Virtus Investment Advisers,LLC:495,930 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:458,159
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. With respect to securities owned by a registered investment company included in this filing, only the custodian for such investment company, has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. No other person is known to have such right, except that the shareholders of such investment company participate proportionately in any dividends and distributions so paid.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Kayne Anderson Rudnick Investment Management, LLC

Signature:	/s/Michael Shoemaker
Name/Title:	Chief Compliance Officer
Date:	08/13/2026

Virtus Investment Advisers, LLC

Signature:	/s/James Sena
Name/Title:	Chief Compliance Officer
Date:	08/13/2026

Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund

Signature:	/s/Daphne Chisolm
Name/Title:	Vice President, Counsel and Assistant Secretary
Date:	08/13/2026