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

Belpointe 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 Q4	–	Sell	-12,841	Closed	-$315K	–	1030
2025 Q3	$315K	Buy	12,841 +393	+3%	+$9.65K	0.01%	778
2025 Q2	$278K	Buy	12,448 +2,129	+21%	+$44.2K	0.01%	776
2025 Q1	$210K	Buy	10,319 +1,021	+11%	+$24.5K	0.01%	848
2024 Q4	$291K	Sell	9,298 -890	-9%	-$28.4K	0.02%	667
2024 Q3	$348K	Buy	10,188 +2,391	+31%	+$73.6K	0.02%	615
2024 Q2	$214K	Buy	7,797 +1,513	+24%	+$42.9K	0.01%	708
2024 Q1	$206K	Buy	6,284 +148	+2%	+$4.58K	0.02%	732
2023 Q4	$207K	Buy	+6,136	New	+$168K	0.02%	653
2023 Q2	–	Sell	-359	Closed	-$5.7K	–	982
2023 Q1	$5.7K	Hold	359	–	–	﹤0.01%	2955
2022 Q4	$4.58K	Buy	+359	New	+$4.36K	﹤0.01%	2969

Other funds holding BZH

DSC

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

BlackRock New York $6.73T AUM 46.02% 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

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

LCM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Belpointe Asset Management's BZH Position: Q4 2025 in Review

Belpointe Asset Management sold out of Beazer Homes USA (BZH) in Q4 2025, closing a stake of 12,841 shares — an estimated $315K sold.

Belpointe Asset Management first reported a position in BZH in Q4 2022 and held it in 10 quarters. The position peaked at $348K in Q3 2024. 183 funds tracked by Wall St. Rank hold BZH as of Q4 2025.

Belpointe Asset Management reported no remaining Beazer Homes USA position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 12,841 Beazer Homes USA shares in Q4 2025, an estimated $315K.
Belpointe Asset Management first reported a position in Beazer Homes USA in Q4 2022 and held it in 10 quarters.
Belpointe Asset Management's Beazer Homes USA position peaked at $348K in Q3 2024.
183 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.