Guru Ownership Trend
Guru Analysis for Beazer Homes USA, Inc. (BZH)
Beazer Homes USA, Inc. (BZH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $96.01 M.
Top institutional holders include Donald Smith & Co and First Eagle Investment.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.68 M net outflow during the quarter.
Recent activity highlights Tweedy Browne who increased their stake by 106.3%. Conversely, Cliff Asness reduced exposure by 8.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 1.48% | Reduce -2.5% | 3,029,072 | $74.36 M | Q3 2025 | |
| 0.03% | Add 3.1% | 695,937 | $17.09 M | Q3 2025 | |
| 0.09% | Add 1.8% | 353,831 | $8.69 M | Q3 2025 | |
| 0.00% | Reduce -8.2% | 121,264 | $2.98 M | Q3 2025 | |
| 0.00% | New Buy | 68,528 | $1.68 M | Q3 2025 | |
| 0.06% | Add 106.3% | 27,336 | $671,099 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Beazer Homes USA, Inc. (BZH)
Top Guru holders include Donald Smith & Co ($74.36 M), First Eagle Investment ($17.09 M), Chuck Royce ($8.69 M). Collectively, tracked Gurus hold 4.3 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $3.68 M, with 4 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of BZH completely. Total sell value was $6.38 M.
Yes, 1 Gurus opened new positions in BZH, and 3 added to their existing holdings. Total buy value was $2.69 M.