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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $83.98 M.
Top institutional holders include Donald Smith & Co and First Eagle Investment.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.52 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 41.8%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 56.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Beazer Homes USA, Inc. (BZH)
Major holders include Donald Smith & Co ($61.11 M), First Eagle Investment ($14.22 M), Cliff Asness ($3.48 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.95 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.52 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited BZH. The total reported sell value was $9.75 M.
Yes, 0 managers opened new positions in BZH, and 3 increased their existing holdings. The total reported buy value was $1.23 M.