Gratia Capital’s Beazer Homes USA BZH Stock Holding History

Gratia 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 Q1	–	Sell	-46,131	Closed	-$935K	–	38
2025 Q4	$935K	Buy	+46,131	New	+$1.03M	0.7%	28
2025 Q3	–	Sell	-161,400	Closed	-$3.61M	–	35
2025 Q2	$3.61M	Buy	161,400 +25,000	+18%	+$519K	3.52%	12
2025 Q1	$2.78M	Buy	136,400 +56,400	+71%	+$1.35M	2.27%	17
2024 Q4	$2.2M	Buy	80,000 +63,206	+376%	+$2.02M	2.15%	21
2024 Q3	$574K	Sell	16,794 -169,851	-91%	-$5.23M	0.65%	18
2024 Q2	$5.13M	Buy	186,645 +33,645	+22%	+$954K	4.87%	9
2024 Q1	$5.02M	Buy	+153,000	New	+$4.73M	5.49%	7
2023 Q2	–	Sell	-88,010	Closed	-$1.4M	–	28
2023 Q1	$1.4M	Buy	+88,010	New	+$1.3M	2.31%	14

Other funds holding BZH

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Gratia Capital's BZH Position: Q1 2026 in Review

Gratia Capital sold out of Beazer Homes USA (BZH) in Q1 2026, closing a stake of 46,131 shares — an estimated $935K sold.

Gratia Capital first reported a position in BZH in Q1 2023 and held it in 8 quarters. The position peaked at $5.13M in Q2 2024. 177 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

Gratia Capital reported no remaining Beazer Homes USA position as of Q1 2026 after selling out during the quarter.
Gratia Capital sold 46,131 Beazer Homes USA shares in Q1 2026, an estimated $935K.
Gratia Capital first reported a position in Beazer Homes USA in Q1 2023 and held it in 8 quarters.
Gratia Capital's Beazer Homes USA position peaked at $5.13M in Q2 2024.
177 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Gratia Capital's 13F filing for Q1 2026, filed 15 May 2026.