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Dmitry Balyasny’s Beazer Homes USA BZH Stock Holding History

Dmitry Balyasny’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
Q1 		– Sell
-10,300
Closed -$283K – 2826
2024
Q4 		$283K Sell
10,300
-5,600
-35% -$179K ﹤0.01% 2412
2024
Q3 		$543K Buy
+15,900
New +$489K ﹤0.01% 2223

Other funds holding BZH

BlackRock
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
Capital World Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Dmitry Balyasny's BZH Position: Q2 2026 in Review

Dmitry Balyasny reduced its Beazer Homes USA (BZH) stake by 33% in Q2 2026, selling an estimated $1.31M and leaving 109,859 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Dmitry Balyasny first reported a position in BZH in Q2 2013 and has held it in 23 quarters since. The position peaked at $12.4M in Q1 2015. 187 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • Dmitry Balyasny held 109,859 shares of Beazer Homes USA worth $3.08M as of Q2 2026.
  • Dmitry Balyasny sold 55,237 Beazer Homes USA shares in Q2 2026, an estimated $1.31M.
  • Beazer Homes USA made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1610 holding.
  • Dmitry Balyasny first reported a position in Beazer Homes USA in Q2 2013 and has held it in 23 quarters since.
  • Dmitry Balyasny's Beazer Homes USA position peaked at $12.4M in Q1 2015.
  • 187 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.