Smith Douglas Homes Corp. ownership update: Amendment No. 7 to a Schedule 13G/A reports institutional stakes held by Kayne Anderson Rudnick Investment Management, LLC, Virtus Investment Advisers, LLC and Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund. Kayne Anderson Rudnick reports 1,341,221 shares (representing 14.8% of the class) with 508,019 shares sole voting power and 532,662 shares sole dispositive power. Virtus Investment Advisers reports 807,930 shares (8.9%) and Virtus KAR Small-Cap Growth Fund reports 770,159 shares (8.5%). The filing lists voting and dispositive power breakdowns and is signed by each filer’s compliance officer.
Positive
None.
Negative
None.
Insights
Large institutional positions disclosed with detailed voting/dispositive splits.
The amendment shows Kayne Anderson Rudnick holds 1,341,221 shares (14.8%), including 508,019 shares of sole voting power and 532,662 shares of sole dispositive power. The filing also identifies Virtus entities holding 807,930 (8.9%) and 770,159 (8.5%).
These figures indicate sizable passive ownership positions by investment managers; cash‑flow treatment and any plans to transact are not disclosed in the excerpt. Subsequent filings would show changes in ownership or voting intent.
Detailed power allocation helps clarify who controls voting and disposition rights.
The filing itemizes sole vs shared voting and dispositive power for each filer, useful for governance analysis: Kayne Anderson Rudnick reports both sole and shared powers, while the Virtus entities report only shared powers in this excerpt.
Stakeholders may reference these allocations when assessing potential influence on corporate votes; timing and any coordination among holders are not stated in the provided excerpt.
Key Figures
Kayne Anderson shares:1,341,221 sharesKayne Anderson percent:14.8%Kayne sole voting power:508,019 shares+3 more
6 metrics
Kayne Anderson shares1,341,221 sharesBeneficially owned (reported in Schedule 13G/A)
Kayne Anderson percent14.8%Percent of class (as reported)
Kayne sole voting power508,019 sharesSole power to vote (Kayne Anderson)
Kayne sole dispositive power532,662 sharesSole power to dispose (Kayne Anderson)
Virtus KAR Small-Cap Fund shares770,159 sharesBeneficially owned on behalf of Virtus KAR Small-Cap Growth Fund
Key Terms
Schedule 13G/A, beneficially owned, sole/shared dispositive power, sole/shared voting power
4 terms
Schedule 13G/Aregulatory
"Amendment No. 7 to a Schedule 13G/A reports institutional stakes"
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 ownedregulatory
"Amount beneficially owned: Kayne Anderson Rudnick Investment Management, LLC: 1,341,221"
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/shared dispositive powerfinancial
"Shared power to dispose or to direct the disposition of: 808,559"
sole/shared voting powergovernance
"Sole power to vote or to direct the vote: 508,019"
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 7)
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
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
508,019.00
6
Shared Voting Power
808,559.00
7
Sole Dispositive Power
532,662.00
8
Shared Dispositive Power
808,559.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,341,221.00
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)
14.8 %
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
807,930.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
807,930.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
807,930.00
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)
8.9 %
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
770,159.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
770,159.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
770,159.00
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)
8.5 %
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:1,341,221 (2)Virtus Investment Advisers,LLC:807,930 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:770,159
(b)
Percent of class:
(1)Kayne Anderson Rudnick Investment Management,LLC:14.8 (2)Virtus Investment Advisers,LLC:8.9 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:8.5
(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:508,019 (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:808,559 (2)Virtus Investment Advisers,LLC:807,930 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:770,159
(iii) Sole power to dispose or to direct the disposition of:
(1)Kayne Anderson Rudnick Investment Management,LLC:532,662 (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:808,559 (2)Virtus Investment Advisers,LLC:807,930 (3)Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund:770,159
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:
05/14/2026
Virtus Investment Advisers, LLC
Signature:
/s/ Chetram Persaud
Name/Title:
Chief Compliance Officer
Date:
05/14/2026
Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund
What stake does Kayne Anderson Rudnick hold in Smith Douglas Homes (SDHC)?
Kayne Anderson Rudnick reports 1,341,221 shares, representing 14.8% of the class. The filing shows 508,019 shares with sole voting power and 532,662 with sole dispositive power.
How much does Virtus Investment Advisers report owning in SDHC?
Virtus Investment Advisers reports 807,930 shares, representing 8.9% of the class. The filing lists those shares as shared voting and shared dispositive power.
What holdings are reported for Virtus KAR Small-Cap Growth Fund in SDHC?
Virtus KAR Small-Cap Growth Fund reports 770,159 shares, equal to 8.5% of the class, with the filing showing shared voting and shared dispositive power for those shares.
Does the filing state whether these holders will vote their shares together?
The filing provides voting and dispositive power breakdowns but does not state whether the holders will vote in concert or coordinate actions on these shares.
Who signed the Schedule 13G/A amendment for these filers?
The form is signed by compliance officers and counsel: Michael Shoemaker, Chetram Persaud, and Daphne Chisolm with signature dates of 05/14/2026.
