Cliff Asness's BZH Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 171,892 shares of Beazer Homes USA, Inc. (BZH) worth $3.48 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in BZH, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 474,286 shares. Largest reduction occurred in Q2 2013, reducing 442,340 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Beazer Homes USA (BZH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Beazer Homes USA (BZH) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +50,628 | Add 41.75% | 171,892 | $20.27 |
| Q3 2025 | -10,758 | Reduce 8.15% | 121,264 | $24.55 |
| Q2 2025 | -66,833 | Reduce 33.61% | 132,022 | $22.37 |
| Q1 2025 | +52,062 | Add 35.47% | 198,855 | $20.39 |
| Q4 2024 | +27,861 | Add 23.43% | 146,793 | $27.46 |
| Q3 2024 | -117,158 | Reduce 49.62% | 118,932 | $34.17 |
| Q2 2024 | -31,625 | Reduce 11.81% | 236,090 | $27.48 |
| Q1 2024 | -49,434 | Reduce 15.59% | 267,715 | $32.80 |
| Q4 2023 | -4,123 | Reduce 1.28% | 317,149 | $33.79 |
| Q3 2023 | -233,975 | Reduce 42.14% | 321,272 | $24.91 |
| Q2 2023 | -142,397 | Reduce 20.41% | 555,247 | $28.29 |
| Q1 2023 | +178,354 | Add 34.35% | 697,644 | $15.88 |
| Q4 2022 | +302,939 | Add 140.02% | 519,290 | $12.76 |
| Q3 2022 | +83,692 | Add 63.09% | 216,351 | $9.67 |
| Q2 2022 | +2,632 | Add 2.02% | 132,659 | $12.07 |
| Q1 2022 | +78,741 | Add 153.53% | 130,027 | $15.22 |
| Q4 2021 | +2,772 | Add 5.71% | 51,286 | $23.22 |
| Q3 2021 | -57,271 | Reduce 54.14% | 48,514 | $17.25 |
| Q2 2021 | -7,308 | Reduce 6.46% | 105,785 | $19.29 |
| Q1 2021 | -21,861 | Reduce 16.20% | 113,093 | $20.92 |
| Q4 2020 | -61,767 | Reduce 31.40% | 134,954 | $15.15 |
| Q3 2020 | -92,226 | Reduce 31.92% | 196,721 | $13.20 |
| Q2 2020 | -32,102 | Reduce 10.00% | 288,947 | $10.07 |
| Q1 2020 | -303,012 | Reduce 48.55% | 321,049 | $6.44 |
| Q4 2019 | +162,493 | Add 35.20% | 624,061 | $14.13 |
| Q3 2019 | +428,736 | Add 1305.85% | 461,568 | $14.90 |
| Q2 2019 | -21,246 | Reduce 39.29% | 32,832 | $9.62 |
| Q1 2019 | -690 | Reduce 1.26% | 54,078 | $11.50 |
| Q4 2018 | +42,070 | Add 331.31% | 54,768 | $9.48 |
| Q3 2018 | -144,475 | Reduce 91.92% | 12,698 | $10.47 |
| Q2 2018 | -25,164 | Reduce 13.80% | 157,173 | $14.75 |
| Q1 2018 | -27,216 | Reduce 12.99% | 182,337 | $15.95 |
| Q4 2017 | -120,044 | Reduce 36.42% | 209,553 | $19.21 |
| Q3 2017 | -74,068 | Reduce 18.35% | 329,597 | $18.74 |
| Q2 2017 | +39,209 | Add 10.76% | 403,665 | $13.72 |
| Q1 2017 | -111,915 | Reduce 23.49% | 364,456 | $12.13 |
| Q4 2016 | -252,600 | Reduce 34.65% | 476,371 | $13.30 |
| Q3 2016 | -138,679 | Reduce 15.98% | 728,971 | $11.66 |
| Q2 2016 | +348,627 | Add 67.17% | 867,650 | $7.75 |
| Q1 2016 | +474,286 | Add 1060.16% | 519,023 | $8.72 |
| Q4 2015 | +28,400 | Add 173.84% | 44,737 | $11.49 |
| Q3 2015 | +16,337 | New Buy | 16,337 | $13.34 |
| Q4 2013 | -14,394 | Sold Out | 0 | $0.00 |
| Q3 2013 | -19,460 | Reduce 57.48% | 14,394 | $17.99 |
| Q2 2013 | +33,854 | Add 0.00% | 33,854 | $17.52 |
| Q4 2012 | +476,194 | Add 0.00% | 476,194 | $16.89 |
Cliff Asness's Beazer Homes USA Investment FAQs
Cliff Asness first purchased Beazer Homes USA, Inc. (BZH) in Q4 2012, acquiring 476,194 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Beazer Homes USA, Inc. (BZH) for 47 quarters since Q4 2012.
Cliff Asness's largest addition to Beazer Homes USA, Inc. (BZH) was in Q4 2012, adding 476,194 shares worth $8.04 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 171,892 shares of Beazer Homes USA, Inc. (BZH), valued at approximately $3.48 M.
As of the Q4 2025 filing, Beazer Homes USA, Inc. (BZH) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Beazer Homes USA, Inc. (BZH) was 867,650 shares, as reported at the end of Q2 2016.