Mill Road Capital Management’s Beazer Homes USA BZH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.3M	Hold	816,458	–	–	11.7%	2
2025 Q1	$16.6M	Buy	816,458 +150,400	+23%	+$3.07M	9.44%	4
2024 Q4	$18.3M	Buy	666,058 +297,989	+81%	+$8.18M	8.78%	3
2024 Q3	$12.6M	Buy	368,069 +173,474	+89%	+$5.93M	5.98%	7
2024 Q2	$5.35M	Buy	+194,595	New	+$5.35M	2.85%	14