Fund 1 Investments’s Beazer Homes USA BZH Stock Holding History

Fund 1 Investments’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	-87,012	Closed	-$1.95M	–	61
2025 Q2	$1.95M	Buy	+87,012	New	+$1.81M	0.16%	52

Other funds holding BZH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fund 1 Investments's BZH Position: Q3 2025 in Review

Fund 1 Investments sold out of Beazer Homes USA (BZH) in Q3 2025, closing a stake of 87,012 shares — an estimated $1.95M sold.

Fund 1 Investments first reported a position in BZH in Q2 2025 and held it in 1 quarter. The position peaked at $1.95M in Q2 2025. 194 funds tracked by Wall St. Rank hold BZH as of Q3 2025.

Fund 1 Investments reported no remaining Beazer Homes USA position as of Q3 2025 after selling out during the quarter.
Fund 1 Investments sold 87,012 Beazer Homes USA shares in Q3 2025, an estimated $1.95M.
Fund 1 Investments first reported a position in Beazer Homes USA in Q2 2025 and held it in 1 quarter.
Fund 1 Investments's Beazer Homes USA position peaked at $1.95M in Q2 2025.
194 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2025.

Based on Fund 1 Investments's 13F filing for Q3 2025, filed 14 Nov 2025.