Cliff Asness's BZH Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 121,264 shares of Beazer Homes USA, Inc. (BZH) worth $2.98 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +476,194 | Add 0.00% | 476,194 | $16.89 |
| Q2 2013 | +33,855 | Add 0.00% | 33,854 | $17.52 |
| Q3 2013 | -19,460 | Reduce 57.48% | 14,394 | $17.99 |
| Q4 2013 | -14,394 | Sold Out | 14,394 | $0.00 |
| Q3 2015 | +16,337 | New Buy | 16,337 | $13.34 |
| Q4 2015 | +28,400 | Add 173.84% | 44,737 | $11.49 |
| Q1 2016 | +474,286 | Add 1060.16% | 519,023 | $8.72 |
| Q2 2016 | +348,627 | Add 67.17% | 867,650 | $7.75 |
| Q3 2016 | -138,679 | Reduce 15.98% | 728,971 | $11.66 |
| Q4 2016 | -252,600 | Reduce 34.65% | 476,371 | $13.30 |
| Q1 2017 | -111,915 | Reduce 23.49% | 364,456 | $12.13 |
| Q2 2017 | +39,209 | Add 10.76% | 403,665 | $13.72 |
| Q3 2017 | -74,068 | Reduce 18.35% | 329,597 | $18.74 |
| Q4 2017 | -120,044 | Reduce 36.42% | 209,553 | $19.21 |
| Q1 2018 | -27,216 | Reduce 12.99% | 182,337 | $15.95 |
| Q2 2018 | -25,164 | Reduce 13.80% | 157,173 | $14.75 |
| Q3 2018 | -144,475 | Reduce 91.92% | 12,698 | $10.47 |
| Q4 2018 | +42,070 | Add 331.31% | 54,768 | $9.48 |
| Q1 2019 | -690 | Reduce 1.26% | 54,078 | $11.50 |
| Q2 2019 | -21,246 | Reduce 39.29% | 32,832 | $9.62 |
| Q3 2019 | +428,736 | Add 1305.85% | 461,568 | $14.90 |
| Q4 2019 | +162,493 | Add 35.20% | 624,061 | $14.13 |
| Q1 2020 | -303,012 | Reduce 48.55% | 321,049 | $6.44 |
| Q2 2020 | -32,102 | Reduce 10.00% | 288,947 | $10.07 |
| Q3 2020 | -92,226 | Reduce 31.92% | 196,721 | $13.20 |
| Q4 2020 | -61,767 | Reduce 31.40% | 134,954 | $15.15 |
| Q1 2021 | -21,861 | Reduce 16.20% | 113,093 | $20.92 |
| Q2 2021 | -7,308 | Reduce 6.46% | 105,785 | $19.29 |
| Q3 2021 | -57,271 | Reduce 54.14% | 48,514 | $17.25 |
| Q4 2021 | +2,772 | Add 5.71% | 51,286 | $23.22 |
| Q1 2022 | +78,741 | Add 153.53% | 130,027 | $15.22 |
| Q2 2022 | +2,632 | Add 2.02% | 132,659 | $12.07 |
| Q3 2022 | +83,692 | Add 63.09% | 216,351 | $9.67 |
| Q4 2022 | +302,939 | Add 140.02% | 519,290 | $12.76 |
| Q1 2023 | +178,354 | Add 34.35% | 697,644 | $15.88 |
| Q2 2023 | -142,397 | Reduce 20.41% | 555,247 | $28.29 |
| Q3 2023 | -233,975 | Reduce 42.14% | 321,272 | $24.91 |
| Q4 2023 | -4,123 | Reduce 1.28% | 317,149 | $33.79 |
| Q1 2024 | -49,434 | Reduce 15.59% | 267,715 | $32.80 |
| Q2 2024 | -31,625 | Reduce 11.81% | 236,090 | $27.48 |
| Q3 2024 | -117,158 | Reduce 49.62% | 118,932 | $34.17 |
| Q4 2024 | +27,861 | Add 23.43% | 146,793 | $27.46 |
| Q1 2025 | +52,062 | Add 35.47% | 198,855 | $20.39 |
| Q2 2025 | -66,833 | Reduce 33.61% | 132,022 | $22.37 |
| Q3 2025 | -10,758 | Reduce 8.15% | 121,264 | $24.55 |
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 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Beazer Homes USA, Inc. (BZH) was in Q4 2012, adding 476,194 shares worth $8.04 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 121,264 shares of Beazer Homes USA, Inc. (BZH), valued at approximately $2.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Beazer Homes USA, Inc. (BZH) was 867,650 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.