David Shaw’s Beazer Homes USA BZH Stock Holding History

David Shaw’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	–	4584
2025 Q2	$208K	Buy	+9,300	New	+$193K	﹤0.01%	4040
2025 Q1	–	Sell	-9,300	Closed	-$255K	–	4282
2024 Q4	$255K	Buy	9,300 +100	+1%	+$3.19K	﹤0.01%	3975
2024 Q3	$314K	Buy	+9,200	New	+$283K	﹤0.01%	3956
2024 Q1	–	Sell	-49,500	Closed	-$1.67M	–	4373
2023 Q4	$1.67M	Hold	49,500	–	–	﹤0.01%	2812
2023 Q3	$1.23M	Hold	49,500	–	–	﹤0.01%	2932
2023 Q2	$1.4M	Buy	+49,500	New	+$1.01M	﹤0.01%	2881
2019 Q2	–	Sell	-21,400	Closed	-$246K	–	3674
2019 Q1	$246K	Sell	21,400 -25,500	-54%	-$305K	﹤0.01%	3306
2018 Q4	$445K	Buy	46,900 +16,400	+54%	+$163K	﹤0.01%	3157
2018 Q3	$320K	Buy	+30,500	New	+$401K	﹤0.01%	3326
2018 Q1	–	Sell	-60,900	Closed	-$1.17M	–	3504
2017 Q4	$1.17M	Buy	60,900 +10,900	+22%	+$219K	﹤0.01%	2486
2017 Q3	$937K	Hold	50,000	–	–	﹤0.01%	2526
2017 Q2	$686K	Hold	50,000	–	–	﹤0.01%	2643
2017 Q1	$607K	Hold	50,000	–	–	﹤0.01%	2626
2016 Q4	$665K	Hold	50,000	–	–	﹤0.01%	2703
2016 Q3	$583K	Hold	50,000	–	–	﹤0.01%	2716
2016 Q2	$388K	Hold	50,000	–	–	﹤0.01%	2905
2016 Q1	$436K	Buy	+50,000	New	+$416K	﹤0.01%	2854
2015 Q1	–	Sell	-30,000	Closed	-$581K	–	3645
2014 Q4	$581K	Hold	30,000	–	–	﹤0.01%	3216
2014 Q3	$503K	Sell	30,000 -20,000	-40%	-$367K	﹤0.01%	3351
2014 Q2	$1.05M	Buy	50,000 +30,000	+150%	+$583K	﹤0.01%	2906
2014 Q1	$402K	Buy	+20,000	New	+$436K	﹤0.01%	3756
2013 Q3	–	Sell	-20,000	Closed	-$350K	–	4293
2013 Q2	$350K	Buy	+20,000	New	+$364K	﹤0.01%	3477

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 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

David Shaw's BZH Position: Q2 2026 in Review

David Shaw increased its Beazer Homes USA (BZH) stake by 23% in Q2 2026, buying an estimated $343K and bringing the position to 77,835 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

David Shaw first reported a position in BZH in Q2 2013 and has held it in 46 quarters since. The position peaked at $27.6M in Q2 2014. 188 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

David Shaw held 77,835 shares of Beazer Homes USA worth $2.18M as of Q2 2026.
David Shaw bought 14,510 Beazer Homes USA shares in Q2 2026, an estimated $343K.
Beazer Homes USA made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3127 holding.
David Shaw first reported a position in Beazer Homes USA in Q2 2013 and has held it in 46 quarters since.
David Shaw's Beazer Homes USA position peaked at $27.6M in Q2 2014.
188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.