Balyasny Asset Management
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Balyasny Asset Management’s Beazer Homes USA BZH Stock Holding History

Balyasny Asset Management’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.18M Sell
165,096
-28,340
-15% -$655K ﹤0.01% 1574
2025
Q4 		$3.92M Buy
193,436
+90,587
+88% +$2.02M 0.01% 1516
2025
Q3 		$2.52M Buy
102,849
+26,101
+34% +$641K ﹤0.01% 1694
2025
Q2 		$1.72M Sell
76,748
-137,579
-64% -$2.86M ﹤0.01% 1812
2025
Q1 		$4.37M Buy
214,327
+108,120
+102% +$2.59M 0.01% 1308
2024
Q4 		$2.92M Sell
106,207
-13,574
-11% -$434K ﹤0.01% 1524
2024
Q3 		$4.09M Buy
119,781
+31,018
+35% +$955K 0.01% 1348
2024
Q2 		$2.44M Buy
88,763
+45,436
+105% +$1.29M ﹤0.01% 1456
2024
Q1 		$1.42M Buy
+43,327
New +$1.34M ﹤0.01% 1659
2020
Q3 		– Sell
-14,783
Closed -$149K – 1309
2020
Q2 		$149K Buy
+14,783
New +$118K ﹤0.01% 1053
2018
Q4 		– Sell
-63,640
Closed -$668K – 1424
2018
Q3 		$668K Sell
63,640
-154,736
-71% -$2.04M ﹤0.01% 1295
2018
Q2 		$3.22M Buy
218,376
+144,600
+196% +$2.22M 0.01% 785
2018
Q1 		$1.18M Sell
73,776
-107,127
-59% -$1.9M ﹤0.01% 1153
2017
Q4 		$3.48M Buy
+180,903
New +$3.63M 0.01% 975
2017
Q3 		– Sell
-142,742
Closed -$1.96M – 1889
2017
Q2 		$1.96M Sell
142,742
-77,283
-35% -$1,000K 0.01% 946
2017
Q1 		$2.67M Buy
+220,025
New +$2.83M 0.01% 855
2016
Q4 		– Sell
-93,816
Closed -$1.09M – 1350
2016
Q3 		$1.09M Buy
+93,816
New +$956K 0.01% 676
2015
Q4 		– Sell
-392,636
Closed -$5.23M – 1244
2015
Q3 		$5.23M Sell
392,636
-14,429
-4% -$251K 0.04% 511
2015
Q2 		$8.12M Sell
407,065
-293,452
-42% -$5.4M 0.05% 459
2015
Q1 		$12.4M Buy
700,517
+257,463
+58% +$4.38M 0.1% 295
2014
Q4 		$8.58M Buy
+443,054
New +$8.1M 0.08% 328
2013
Q3 		– Sell
-120,590
Closed -$2.11M – 577
2013
Q2 		$2.11M Buy
+120,590
New +$2.2M 0.04% 431

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Balyasny Asset Management's BZH Position: Q1 2026 in Review

Balyasny Asset Management reduced its Beazer Homes USA (BZH) stake by 15% in Q1 2026, selling an estimated $655K and leaving 165,096 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Balyasny Asset Management first reported a position in BZH in Q2 2013 and has held it in 22 quarters since. The position peaked at $12.4M in Q1 2015. 176 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Balyasny Asset Management held 165,096 shares of Beazer Homes USA worth $3.18M as of Q1 2026.
  • Balyasny Asset Management sold 28,340 Beazer Homes USA shares in Q1 2026, an estimated $655K.
  • Beazer Homes USA made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1574 holding.
  • Balyasny Asset Management first reported a position in Beazer Homes USA in Q2 2013 and has held it in 22 quarters since.
  • Balyasny Asset Management's Beazer Homes USA position peaked at $12.4M in Q1 2015.
  • 176 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.