LCM
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Lakewood Capital Management’s Beazer Homes USA BZH Stock Holding History

Lakewood Capital Management’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 		$15M Buy
777,506
+76,500
+11% +$1.77M 0.96% 37
2025
Q4 		$14.2M Hold
701,006
– – 0.99% 40
2025
Q3 		$17.2M Hold
701,006
– – 1.3% 26
2025
Q2 		$15.7M Buy
+701,006
New +$14.6M 1.19% 28

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