Donald Smith & Co's BZH Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 3.03 M shares of Beazer Homes USA, Inc. (BZH) worth $74.36 M, representing 1.48% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in BZH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 1.17 M shares. Largest reduction occurred in Q1 2021, reducing 602,043 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Beazer Homes USA (BZH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Beazer Homes USA (BZH) Trades by Donald Smith & Co
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +623,296 | New Buy | 623,296 | $19.21 |
| Q1 2018 | +1.17 M | Add 188.32% | 1.8 M | $15.95 |
| Q2 2018 | +342,001 | Add 19.03% | 2.14 M | $14.75 |
| Q3 2018 | +861,966 | Add 40.30% | 3 M | $10.50 |
| Q4 2018 | +373,441 | Add 12.44% | 3.37 M | $9.48 |
| Q1 2019 | -353,545 | Reduce 10.48% | 3.02 M | $11.51 |
| Q2 2019 | -333,801 | Reduce 11.05% | 2.69 M | $9.61 |
| Q3 2019 | -862 | Reduce 0.03% | 2.69 M | $14.90 |
| Q4 2019 | -337,642 | Reduce 12.57% | 2.35 M | $14.13 |
| Q1 2020 | +266,060 | Add 11.33% | 2.61 M | $6.44 |
| Q2 2020 | +305,357 | Add 11.68% | 2.92 M | $10.07 |
| Q3 2020 | -591,828 | Reduce 20.27% | 2.33 M | $13.20 |
| Q4 2020 | -149,014 | Reduce 6.40% | 2.18 M | $15.15 |
| Q1 2021 | -602,043 | Reduce 27.63% | 1.58 M | $20.92 |
| Q2 2021 | -365,375 | Reduce 23.17% | 1.21 M | $19.29 |
| Q3 2021 | +2,064 | Add 0.17% | 1.21 M | $17.25 |
| Q4 2021 | +3,586 | Add 0.30% | 1.22 M | $23.22 |
| Q1 2022 | +263,542 | Add 21.65% | 1.48 M | $15.22 |
| Q2 2022 | +194,358 | Add 13.12% | 1.68 M | $12.07 |
| Q3 2022 | -20,609 | Reduce 1.23% | 1.65 M | $9.67 |
| Q4 2022 | +450 | Add 0.03% | 1.66 M | $12.76 |
| Q1 2023 | -7,775 | Reduce 0.47% | 1.65 M | $15.88 |
| Q2 2023 | +13,383 | Add 0.81% | 1.66 M | $28.29 |
| Q3 2023 | -32,953 | Reduce 1.98% | 1.63 M | $24.91 |
| Q4 2023 | +958,814 | Add 58.90% | 2.59 M | $33.79 |
| Q1 2024 | +356,569 | Add 13.79% | 2.94 M | $32.80 |
| Q2 2024 | +143,663 | Add 4.88% | 3.09 M | $27.48 |
| Q3 2024 | +45,553 | Add 1.48% | 3.13 M | $34.17 |
| Q4 2024 | -12,944 | Reduce 0.41% | 3.12 M | $27.46 |
| Q1 2025 | +3,027 | Add 0.10% | 3.12 M | $20.39 |
| Q2 2025 | -15,623 | Reduce 0.50% | 3.11 M | $22.37 |
| Q3 2025 | -77,815 | Reduce 2.50% | 3.03 M | $24.55 |
Donald Smith & Co's Beazer Homes USA Investment FAQs
Donald Smith & Co first purchased Beazer Homes USA, Inc. (BZH) in Q4 2017, acquiring 623,296 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Beazer Homes USA, Inc. (BZH) for 32 quarters since Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's largest addition to Beazer Homes USA, Inc. (BZH) was in Q1 2018, adding 1,797,067 shares worth $28.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 3,029,072 shares of Beazer Homes USA, Inc. (BZH), valued at approximately $74.36 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 1.48% of Donald Smith & Co'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.
Donald Smith & Co's peak holding in Beazer Homes USA, Inc. (BZH) was 3,374,475 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.