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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100,000	Closed	-$3.42M	–	15
2024 Q3	$3.42M	Sell	100,000 -388,000	-80%	-$13.3M	1.44%	18
2024 Q2	$13.4M	Buy	488,000 +2,000	+0.4%	+$55K	6.66%	8
2024 Q1	$15.9M	Buy	486,000 +186,000	+62%	+$6.1M	9.59%	2
2023 Q4	$10.1M	Buy	+300,000	New	+$10.1M	11%	4