MFS Reports 3.7% Stake in Smith Douglas Homes

Rhea-AI Filing Summary

Massachusetts Financial Services Company amended a Schedule 13G to report owning 3.7% of Smith Douglas Homes Corp. The filing states MFS beneficially owns 322,166 shares of Common Stock (CUSIP 83207R107) and holds sole voting and dispositive power over those shares. The amendment is signed by the Compliance Director on 05/14/2026.

Insights

Institutional Ownership Specialist

Large institutional holder reports a passive 3.7% stake in the company.

Massachusetts Financial Services Company lists 322,166 shares beneficially owned with sole voting and dispositive power. The filing is a Schedule 13G/A amendment, which typically indicates passive or qualifying institutional ownership rather than an intent to influence control.

Key dependencies include whether MFS maintains passive investor status and any future amendments reporting changes in stake; subsequent filings will show increases or plan‑level actions.

Corporate Governance Analyst

This holding size (below 5%) is material for disclosure but not a control position.

The filing confirms sole voting/dispositive power over 322,166 shares as of the amendment. Schedule 13G/A format and the 05/14/2026 signature suggest compliance with passive investor disclosure rules rather than activist engagement.

Watch for any conversion to a Schedule 13D or subsequent amendments that would indicate active intentions; timing and change in percentage will be shown in future filings.

Key Figures

Filing type: Schedule 13G/A Shares beneficially owned: 322,166 shares Percent of class: 3.7% +2 more

5 metrics

Filing type Schedule 13G/A Amendment reporting beneficial ownership

Shares beneficially owned 322,166 shares Common Stock reported by MFS

Percent of class <percent>3.7%</percent> Percentage of common stock

CUSIP 83207R107 Smith Douglas Homes Corp. Common Stock

Signature date <date>05/14/2026</date> Amendment signature by Compliance Director

Key Terms

Schedule 13G/A, beneficially owned, sole dispositive power

3 terms

Schedule 13G/A regulatory

"Amendment No. 1 ) SMITH DOUGLAS HOMES CORP."

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"Amount beneficially owned: 322,166 shares of Common Stock"

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.

sole dispositive power regulatory

"Sole Dispositive Power 322,166.00"

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does MFS report in SMITH DOUGLAS HOMES CORP. (SDHC)?

MFS reports beneficial ownership of 322,166 shares, representing 3.7% of SMITH DOUGLAS HOMES CORP.'s common stock, as stated in the Schedule 13G/A amendment.

Does the Schedule 13G/A indicate MFS intends to control SDHC?

The filing is a Schedule 13G/A, which characterizes holdings as passive for institutional investors; it does not state any intent by MFS to control or influence management or business decisions.

Who has voting and disposition power over the reported SDHC shares?

The amendment states MFS has sole voting power and sole dispositive power over the 322,166 shares reported in the filing.

When was the Schedule 13G/A for SDHC signed?

The Schedule 13G/A amendment is signed by the Compliance Director on 05/14/2026, which is the certification date shown in the filing.

What does the 3.7% figure mean for SDHC shareholders?

The 3.7% figure is the percentage of common stock beneficially owned by MFS as disclosed; it triggers public disclosure rules but remains below the 5% threshold for certain presumptions of influence.

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

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Accepted by SEC EDGAR 05/14/2026 - 04:03 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

SMITH DOUGLAS HOMES CORP.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

83207R107

(CUSIP Number)

03/31/2026

(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

Massachusetts Financial Services Company

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 322,166.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 322,166.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

322,166.00

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)

3.7 %

12

Type of Reporting Person (See Instructions)

IA

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: Massachusetts Financial Services Company
(b)	Address or principal business office or, if none, residence: 111 Huntington Avenue, Boston, MA 02199
(c)	Citizenship: 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: 322,166 shares of Common Stock consisting of shares beneficially owned by MFS and/or certain other non-reporting entities
(b)	Percent of class: 3.7 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 322,166
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 322,166
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
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.

Massachusetts Financial Services Company

Signature:	Deepu Pylee
Name/Title:	Compliance Director
Date:	05/14/2026