Michael Gelband’s Beazer Homes USA BZH Stock Holding History

Michael Gelband’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
2025 Q4	–	Sell	-52,750	Closed	-$1.3M	–	1580
2025 Q3	$1.3M	Buy	52,750 +26,414	+100%	+$649K	0.01%	867
2025 Q2	$589K	Buy	+26,336	New	+$547K	0.01%	1109
2022 Q4	–	Sell	-164,505	Closed	-$1.59M	–	1670
2022 Q3	$1.59M	Buy	+164,505	New	+$2.26M	0.02%	909
2022 Q1	–	Sell	-50,309	Closed	-$1.17M	–	2218
2021 Q4	$1.17M	Buy	+50,309	New	+$1.01M	0.01%	990
2021 Q3	–	Sell	-39,576	Closed	-$763K	–	2147
2021 Q2	$763K	Buy	+39,576	New	+$869K	0.01%	1131
2020 Q3	–	Sell	-35,261	Closed	-$355K	–	1774
2020 Q2	$355K	Buy	+35,261	New	+$282K	0.01%	1233

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LCM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Michael Gelband's BZH Position: Q4 2025 in Review

Michael Gelband sold out of Beazer Homes USA (BZH) in Q4 2025, closing a stake of 52,750 shares — an estimated $1.3M sold.

Michael Gelband first reported a position in BZH in Q2 2020 and held it in 6 quarters. The position peaked at $1.59M in Q3 2022. 183 funds tracked by Wall St. Rank hold BZH as of Q4 2025.

Michael Gelband reported no remaining Beazer Homes USA position as of Q4 2025 after selling out during the quarter.
Michael Gelband sold 52,750 Beazer Homes USA shares in Q4 2025, an estimated $1.3M.
Michael Gelband first reported a position in Beazer Homes USA in Q2 2020 and held it in 6 quarters.
Michael Gelband's Beazer Homes USA position peaked at $1.59M in Q3 2022.
183 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2025.

Based on ExodusPoint Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.