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
2025
Q1 		– Sell
-10,300
Closed -$283K – 2826
2024
Q4 		$283K Sell
10,300
-5,600
-35% -$179K ﹤0.01% 2412
2024
Q3 		$543K Buy
+15,900
New +$489K ﹤0.01% 2223

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.