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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
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

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