SCHEDULE: 12 West Capital Management Discloses 8.1% Stake in Smith Douglas Homes Corp.

Investment firm 12 West Capital Management LP and Joel Ramin have reported a beneficial ownership of 8.1% of Smith Douglas Homes Corp.'s Class A Common Stock.

Summary

• 12 West Capital Management LP and Joel Ramin collectively hold 732,351 shares of Smith Douglas Homes Corp.'s Class A Common Stock.
• This ownership represents 8.1% of the total Class A Common Stock outstanding.
• The percentage is calculated based on 8,991,378 shares of Class A Common Stock outstanding as of May 9, 2025, as reported in the Company's Quarterly Report on Form 10-Q.
• The shares were not acquired or held for the purpose of changing or influencing the control of Smith Douglas Homes Corp.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain subjective language or performance metrics that would indicate a positive or negative sentiment.

Future Outlook

NA

Industry Context

This Schedule 13G filing indicates a significant passive investment by an institutional investor in a publicly traded homebuilder. Such filings are standard disclosures required when an entity acquires more than 5% beneficial ownership of a company's stock, providing transparency to the market regarding major shareholders.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional investor holding an 8.1% stake may be viewed as a vote of confidence in the company's prospects, potentially influencing investor sentiment.

Key Dates

Keywords

Smith Douglas Homes Corp., 12 West Capital Management, Joel Ramin, Schedule 13G, Beneficial Ownership, Class A Common Stock, Investment Management, SEC Filing