JIR
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James Investment Research’s Beazer Homes USA BZH Stock Holding History

James Investment Research’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 		$325K Buy
16,882
+24
+0.1% +$554 0.04% 291
2025
Q4 		$342K Hold
16,858
– – 0.04% 285
2025
Q3 		$414K Buy
16,858
+2,400
+17% +$59K 0.05% 267
2025
Q2 		$323K Hold
14,458
– – 0.04% 268
2025
Q1 		$295K Hold
14,458
– – 0.04% 264
2024
Q4 		$397K Sell
14,458
-5
-0% -$160 0.05% 237
2024
Q3 		$494K Hold
14,463
– – 0.06% 218
2024
Q2 		$397K Buy
14,463
+4,383
+43% +$124K 0.05% 239
2024
Q1 		$331K Buy
+10,080
New +$312K 0.04% 256

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Dimensional Fund Advisors
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 $1.56B AUM 0.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return