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Nokomis Capital’s Beazer Homes USA BZH Stock Holding History

Nokomis Capital’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 		$14.3M Sell
509,170
-91,507
-15% -$2.16M 4.92% 7
2026
Q1 		$11.6M Sell
600,677
-25,717
-4% -$594K 3.31% 10
2025
Q4 		$12.7M Buy
626,394
+156,872
+33% +$3.49M 3.01% 10
2025
Q3 		$11.5M Sell
469,522
-34,444
-7% -$846K 3.07% 11
2025
Q2 		$11.3M Buy
503,966
+102,707
+26% +$2.13M 3.74% 6
2025
Q1 		$8.18M Buy
401,259
+88,714
+28% +$2.13M 2.91% 9
2024
Q4 		$8.58M Sell
312,545
-94,586
-23% -$3.02M 3.06% 10
2024
Q3 		$13.9M Sell
407,131
-19,757
-5% -$608K 4.73% 7
2024
Q2 		$11.7M Buy
426,888
+224,293
+111% +$6.36M 4.18% 7
2024
Q1 		$6.65M Buy
202,595
+8,951
+5% +$277K 2.22% 14
2023
Q4 		$6.54M Buy
193,644
+170,544
+738% +$4.66M 2% 17
2023
Q3 		$575K Buy
+23,100
New +$666K 0.2% 44

Other funds holding BZH

BlackRock
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Nokomis Capital's BZH Position: Q2 2026 in Review

Nokomis Capital reduced its Beazer Homes USA (BZH) stake by 15% in Q2 2026, selling an estimated $2.16M and leaving 509,170 shares worth $14.3M. The position accounts for 4.92% of the portfolio, ranked #7.

Nokomis Capital first reported a position in BZH in Q3 2023 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • Nokomis Capital held 509,170 shares of Beazer Homes USA worth $14.3M as of Q2 2026.
  • Nokomis Capital sold 91,507 Beazer Homes USA shares in Q2 2026, an estimated $2.16M.
  • Beazer Homes USA made up 4.92% of Nokomis Capital's portfolio in Q2 2026, its #7 holding.
  • Nokomis Capital first reported a position in Beazer Homes USA in Q3 2023 and has held it in 12 quarters since.
  • 188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

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