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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $103.66 M.
Top institutional holders include Donald Smith & Co and First Eagle Investment.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $915,244.78 net outflow during the quarter.
Recent activity highlights Tweedy Browne who increased their stake by 58.5%. Conversely, First Eagle Investment reduced exposure by 1.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Beazer Homes USA, Inc. (BZH)
Major holders include Donald Smith & Co ($57.46 M), First Eagle Investment ($13.37 M), Cliff Asness ($3.32 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.9 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $915,244.78, with 2 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 $1.28 M.
Yes, 0 managers opened new positions in BZH, and 2 increased their existing holdings. The total reported buy value was $368,696.3.