$BZH

$33.48 +$0.00 (0.0%) After hours

$BZH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.7M shares outstanding

Who owns BZH?

By type of holder

Institutions 88.5% Insiders 0.4% Everyone else 11.0%

Concentration Top 10 holders own 52.7%

Donald Smith & Co., Inc. 10.6% · BlackRock, Inc. 10.7%

Institutional ownership

88.5%

-6.3 pts vs last qtr

Institutional holders

185

+9 vs last qtr

Net shares bought

−1.7M

by institutions in Q2 2026

New / sold out

41 / 32

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Boothbay Fund Management, LLC NEW +900.0K
Cooper Creek Partners Management LLC NEW +711.0K

Biggest sellers in Q2 2026

Lakewood Capital Management, LP SOLD OUT −777.5K
First Eagle Investment Management, LLC SOLD OUT −694.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Beazer Homes USA, Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−5.6%

−0.64% a year

Each share's claim on the business

+6.0%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$92.1M vs $89.6M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years63% 3–5 years2% 1–3 years14% Under 1 year20%

Quarterly turnover

17.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BZH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
DS Donald Smith & Co., Inc.	2.8M	10.55%	−172.4K (−5.8%)	≤2021	1.4%
Shares held by quarter Peak holding3.1M (Q3'24) Change over 8 quarters−318.2K Share of the company10.550% Donald Smith & Co., Inc.'s full portfolio →
B BlackRock, Inc.	2.8M	10.67%	−36.6K (−1.3%)	≤2021	0.0%
Shares held by quarter Peak holding3.2M (Q1'25) Change over 8 quarters−288.9K Share of the company10.670% BlackRock, Inc.'s full portfolio →

Donald Smith & Co., Inc.

2.8M

% of company

10.55%

Change vs last qtr

−172.4K (−5.8%)

Held since

≤2021

BlackRock, Inc.

2.8M

% of company

10.67%

Change vs last qtr

−36.6K (−1.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Beazer Homes USA, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BZH on Form N-PORT; together they hold 36.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$46.6M	1.7M	6.22%	0.05%	June 30, 2026
AF The Arbitrage Fund Arbitrage Funds	$23.9M	721.8K	2.71%	2.71%	August 31, 2026

SMALLCAP World Fund Inc

Position value

$46.6M

% of company

6.22%

% of the fund

0.05%

As of

June 30, 2026

The Arbitrage Fund

Arbitrage Funds

Position value

$23.9M

% of company

2.71%

% of the fund

2.71%

As of

August 31, 2026

23 more funds behind a free account

See every fund holding Beazer Homes USA, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SD Shepherd Danny R Insider	92.4K	0.35%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.350% Shepherd Danny R's insider activity →
PN Provencio Norma Ann Insider	19.4K	0.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.070% Provencio Norma Ann's insider activity →

Shepherd Danny R

Insider

92.4K

% of company

0.35%

Change vs last qtr

—

Held since

—

Provencio Norma Ann

Insider

19.4K

% of company

0.07%

Change vs last qtr

—

Held since

—

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