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

Mill Road 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 Q2	$23.6M	Buy	841,235 +3,200	+0.4%	+$75.7K	11.65%	4
2026 Q1	$16.1M	Buy	838,035 +3,561	+0.4%	+$82.3K	8.45%	5
2025 Q4	$16.9M	Buy	834,474 +20,000	+2%	+$445K	10.05%	4
2025 Q3	$20M	Sell	814,474 -1,984	-0.2%	-$48.7K	10.41%	4
2025 Q2	$18.3M	Hold	816,458	–	–	11.7%	2
2025 Q1	$16.6M	Buy	816,458 +150,400	+23%	+$3.61M	9.44%	4
2024 Q4	$18.3M	Buy	666,058 +297,989	+81%	+$9.52M	8.78%	3
2024 Q3	$12.6M	Buy	368,069 +173,474	+89%	+$5.34M	5.98%	7
2024 Q2	$5.35M	Buy	+194,595	New	+$5.52M	2.85%	14

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

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mill Road Capital Management's BZH Position: Q2 2026 in Review

Mill Road Capital Management increased its Beazer Homes USA (BZH) stake by 0.38% in Q2 2026, buying an estimated $75.7K and bringing the position to 841,235 shares worth $23.6M. The position accounts for 11.65% of the portfolio, ranked #4.

Mill Road Capital Management first reported a position in BZH in Q2 2024 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

Mill Road Capital Management held 841,235 shares of Beazer Homes USA worth $23.6M as of Q2 2026.
Mill Road Capital Management bought 3,200 Beazer Homes USA shares in Q2 2026, an estimated $75.7K.
Beazer Homes USA made up 11.65% of Mill Road Capital Management's portfolio in Q2 2026, its #4 holding.
Mill Road Capital Management first reported a position in Beazer Homes USA in Q2 2024 and has held it in 9 quarters since.
188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on Mill Road Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.