Fuller & Thaler Asset Management’s Beazer Homes USA BZH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Buy	19,935 +200	+1%	+$4.62K	﹤0.01%	457
2025 Q4	$400K	Hold	19,735	–	–	﹤0.01%	462
2025 Q3	$484K	Sell	19,735 -620	-3%	-$15.2K	﹤0.01%	432
2025 Q2	$455K	Sell	20,355 -4,600	-18%	-$95.5K	﹤0.01%	435
2025 Q1	$509K	Buy	+24,955	New	+$599K	﹤0.01%	437
2018 Q1	–	Sell	-201,300	Closed	-$3.87M	–	770
2017 Q4	$3.87M	Buy	201,300 +179,100	+807%	+$3.6M	0.05%	195
2017 Q3	$416K	Buy	22,200 +12,300	+124%	+$187K	0.01%	338
2017 Q2	$136K	Hold	9,900	–	–	﹤0.01%	485
2017 Q1	$120K	Buy	+9,900	New	+$127K	﹤0.01%	511
2016 Q2	–	Sell	-106,300	Closed	-$927K	–	782
2016 Q1	$927K	Sell	106,300 -33,700	-24%	-$280K	0.02%	229
2015 Q4	$1.61M	Buy	140,000 +6,700	+5%	+$91.8K	0.03%	212
2015 Q3	$1.78M	Hold	133,300	–	–	0.05%	207
2015 Q2	$2.66M	Buy	133,300 +2,800	+2%	+$51.5K	0.08%	184
2015 Q1	$2.31M	Buy	+130,500	New	+$2.22M	0.07%	200
2013 Q3	–	Sell	-126,400	Closed	-$2.21M	–	644
2013 Q2	$2.21M	Buy	+126,400	New	+$2.3M	0.16%	182