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Capital Advisors Ltd’s Beazer Homes USA BZH Stock Holding History

Capital Advisors Ltd’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
-13
Closed – – 1367
2025
Q3 		$0 Sell
13
-890
-99% -$21.9K ﹤0.01% 1368
2025
Q2 		$20K Buy
903
+11
+1% +$228 ﹤0.01% 625
2025
Q1 		$18K Buy
892
+2
+0.2% +$48 ﹤0.01% 625
2024
Q4 		$24K Hold
890
– – ﹤0.01% 585
2024
Q3 		$30K Hold
890
– – ﹤0.01% 545
2024
Q2 		$24K Buy
+890
New +$25.2K ﹤0.01% 567

Other funds holding BZH

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Advisors Ltd's BZH Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Beazer Homes USA (BZH) in Q4 2025, closing a stake of 13 shares.

Capital Advisors Ltd first reported a position in BZH in Q2 2024 and held it in 6 quarters. The position peaked at $30K in Q3 2024. 183 funds tracked by Wall St. Rank hold BZH as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Beazer Homes USA position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 13 Beazer Homes USA shares in Q4 2025.
  • Capital Advisors Ltd first reported a position in Beazer Homes USA in Q2 2024 and held it in 6 quarters.
  • Capital Advisors Ltd's Beazer Homes USA position peaked at $30K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.