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Daytona Street Capital’s Beazer Homes USA BZH Stock Holding History

Daytona Street Capital’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
2026
Q2 		– Sell
-12,000
Closed -$241K – 281
2026
Q1 		$241K Buy
12,000
+1,300
+12% +$30K 0.19% 109
2025
Q4 		$217K Buy
+10,700
New +$238K 0.17% 109

Other funds holding BZH

WAM
Winslow Asset Management Beachwood, Ohio $575M AUM 36.53% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return

Daytona Street Capital's BZH Position: Q2 2026 in Review

Daytona Street Capital sold out of Beazer Homes USA (BZH) in Q2 2026, closing a stake of 12,000 shares — an estimated $241K sold.

Daytona Street Capital first reported a position in BZH in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 51 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • Daytona Street Capital reported no remaining Beazer Homes USA position as of Q2 2026 after selling out during the quarter.
  • Daytona Street Capital sold 12,000 Beazer Homes USA shares in Q2 2026, an estimated $241K.
  • Daytona Street Capital first reported a position in Beazer Homes USA in Q4 2025 and held it in 2 quarters.
  • Daytona Street Capital's Beazer Homes USA position peaked at $241K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.