Bayesian Capital Management’s Beazer Homes USA BZH Stock Holding History

Bayesian Capital 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 Q3	–	Sell	-9,300	Closed	-$208K	–	557
2025 Q2	$208K	Buy	+9,300	New	+$193K	0.03%	456
2024 Q1	–	Sell	-8,800	Closed	-$297K	–	802
2023 Q4	$297K	Buy	+8,800	New	+$241K	0.03%	511
2022 Q3	–	Sell	-10,800	Closed	-$130K	–	722
2022 Q2	$130K	Buy	+10,800	New	+$158K	0.02%	662
2019 Q1	–	Sell	-18,854	Closed	-$179K	–	566
2018 Q4	$179K	Buy	+18,854	New	+$188K	0.04%	529
2017 Q3	–	Sell	-13,876	Closed	-$190K	–	489
2017 Q2	$190K	Buy	+13,876	New	+$179K	0.07%	373

Other funds holding BZH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bayesian Capital Management's BZH Position: Q3 2025 in Review

Bayesian Capital Management sold out of Beazer Homes USA (BZH) in Q3 2025, closing a stake of 9,300 shares — an estimated $208K sold.

Bayesian Capital Management first reported a position in BZH in Q2 2017 and held it in 5 quarters. The position peaked at $297K in Q4 2023. 195 funds tracked by Wall St. Rank hold BZH as of Q3 2025.

Bayesian Capital Management reported no remaining Beazer Homes USA position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 9,300 Beazer Homes USA shares in Q3 2025, an estimated $208K.
Bayesian Capital Management first reported a position in Beazer Homes USA in Q2 2017 and held it in 5 quarters.
Bayesian Capital Management's Beazer Homes USA position peaked at $297K in Q4 2023.
195 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.