Jeff Yass’s Beazer Homes USA BZH Stock Holding History

Jeff Yass’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	$693K	Sell	24,694 -747	-3%	-$17.7K	﹤0.01%	9126
2026 Q1	$489K	Buy	25,441 +10,074	+66%	+$233K	﹤0.01%	9725
2025 Q4	$311K	Sell	15,367 -6,486	-30%	-$144K	﹤0.01%	9855
2025 Q3	$536K	Sell	21,853 -29,545	-57%	-$726K	﹤0.01%	8775
2025 Q2	$1.15M	Buy	51,398 +11,214	+28%	+$233K	﹤0.01%	7082
2025 Q1	$819K	Buy	40,184 +19,376	+93%	+$465K	﹤0.01%	7763
2024 Q4	$571K	Sell	20,808 -19,784	-49%	-$632K	﹤0.01%	8341
2024 Q3	$1.39M	Sell	40,592 -25,182	-38%	-$775K	﹤0.01%	6087
2024 Q2	$1.81M	Buy	65,774 +49,399	+302%	+$1.4M	﹤0.01%	5295
2024 Q1	$537K	Sell	16,375 -31,210	-66%	-$965K	﹤0.01%	8335
2023 Q4	$1.61M	Buy	+47,585	New	+$1.3M	﹤0.01%	5839
2023 Q3	–	Sell	-80,089	Closed	-$2.31M	–	12058
2023 Q2	$2.27M	Buy	80,089 +65,860	+463%	+$1.34M	﹤0.01%	4900
2023 Q1	$226K	Sell	14,229 -8,925	-39%	-$132K	﹤0.01%	10334
2022 Q4	$295K	Sell	23,154 -38,484	-62%	-$467K	﹤0.01%	9138
2022 Q3	$596K	Buy	+61,638	New	+$845K	﹤0.01%	8011
2022 Q2	–	Sell	-247,609	Closed	-$3.62M	–	12943
2022 Q1	$3.77M	Buy	247,609 +204,251	+471%	+$3.63M	﹤0.01%	4194
2021 Q4	$1.01M	Sell	43,358 -53,747	-55%	-$1.08M	﹤0.01%	7275
2021 Q3	$1.68M	Sell	97,105 -115,938	-54%	-$2.07M	﹤0.01%	6224
2021 Q2	$4.11M	Buy	213,043 +74,731	+54%	+$1.64M	﹤0.01%	4385
2021 Q1	$2.89M	Buy	138,312 +54,780	+66%	+$1.01M	﹤0.01%	5047
2020 Q4	$1.27M	Sell	83,532 -11,921	-12%	-$171K	﹤0.01%	6129
2020 Q3	$1.26M	Sell	95,453 -23,848	-20%	-$279K	﹤0.01%	5560
2020 Q2	$1.2M	Buy	119,301 +73,983	+163%	+$591K	﹤0.01%	5499
2020 Q1	$292K	Sell	45,318 -86,850	-66%	-$1.08M	﹤0.01%	8035
2019 Q4	$1.87M	Sell	132,168 -96,349	-42%	-$1.46M	﹤0.01%	4441
2019 Q3	$3.4M	Buy	228,517 +72,779	+47%	+$877K	﹤0.01%	3294
2019 Q2	$1.5M	Buy	+155,738	New	+$1.7M	﹤0.01%	4770
2019 Q1	–	Sell	-64,502	Closed	-$772K	–	8858
2018 Q4	$612K	Buy	+64,502	New	+$642K	﹤0.01%	5647
2018 Q2	–	Sell	-29,619	Closed	-$455K	–	9632
2018 Q1	$472K	Buy	29,619 +17,429	+143%	+$309K	﹤0.01%	6752
2017 Q4	$234K	Buy	+12,190	New	+$245K	﹤0.01%	7987
2017 Q3	–	Sell	-20,167	Closed	-$307K	–	8832
2017 Q2	$277K	Buy	+20,167	New	+$261K	﹤0.01%	7719
2015 Q4	–	Sell	-38,051	Closed	-$521K	–	9428
2015 Q3	$507K	Sell	38,051 -56,448	-60%	-$984K	﹤0.01%	7098
2015 Q2	$1.89M	Sell	94,499 -35,931	-28%	-$661K	﹤0.01%	4841
2015 Q1	$2.31M	Buy	+130,430	New	+$2.22M	﹤0.01%	4037
2014 Q4	–	Sell	-11,089	Closed	-$203K	–	9611
2014 Q3	$186K	Sell	11,089 -9,630	-46%	-$177K	﹤0.01%	8743
2014 Q2	$435K	Sell	20,719 -24,631	-54%	-$479K	﹤0.01%	7747
2014 Q1	$911K	Sell	45,350 -13,047	-22%	-$285K	﹤0.01%	5681
2013 Q4	$1.43M	Sell	58,397 -92,867	-61%	-$1.84M	﹤0.01%	4856
2013 Q3	$2.72M	Sell	151,264 -203,642	-57%	-$3.58M	﹤0.01%	3625
2013 Q2	$6.22M	Buy	+354,906	New	+$6.47M	﹤0.01%	2347

Other funds holding BZH

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

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 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

Jeff Yass's BZH Position: Q2 2026 in Review

Jeff Yass reduced its Beazer Homes USA (BZH) stake by 2.9% in Q2 2026, selling an estimated $17.7K and leaving 24,694 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #9126.

Jeff Yass first reported a position in BZH in Q2 2013 and has held it in 40 quarters since. The position peaked at $6.22M in Q2 2013. 187 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

Jeff Yass held 24,694 shares of Beazer Homes USA worth $693K as of Q2 2026.
Jeff Yass sold 747 Beazer Homes USA shares in Q2 2026, an estimated $17.7K.
Beazer Homes USA made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9126 holding.
Jeff Yass first reported a position in Beazer Homes USA in Q2 2013 and has held it in 40 quarters since.
Jeff Yass's Beazer Homes USA position peaked at $6.22M in Q2 2013.
187 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.