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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
Q2 		– Sell
-16,882
Closed -$325K – 378
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

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 $3.38T AUM 44.17% 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

James Investment Research's BZH Position: Q2 2026 in Review

James Investment Research sold out of Beazer Homes USA (BZH) in Q2 2026, closing a stake of 16,882 shares — an estimated $325K sold.

James Investment Research first reported a position in BZH in Q1 2024 and held it in 9 quarters. The position peaked at $494K in Q3 2024. 187 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • James Investment Research reported no remaining Beazer Homes USA position as of Q2 2026 after selling out during the quarter.
  • James Investment Research sold 16,882 Beazer Homes USA shares in Q2 2026, an estimated $325K.
  • James Investment Research first reported a position in Beazer Homes USA in Q1 2024 and held it in 9 quarters.
  • James Investment Research's Beazer Homes USA position peaked at $494K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.