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Oakum Bay Capital’s Beazer Homes USA BZH Stock Holding History

Oakum Bay 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
Q1 		$5.98M Buy
310,769
+46,743
+18% +$1.08M 3.2% 10
2025
Q4 		$5.35M Buy
+264,026
New +$5.87M 2.62% 11

Other funds holding BZH

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Oakum Bay Capital's BZH Position: Q1 2026 in Review

Oakum Bay Capital increased its Beazer Homes USA (BZH) stake by 18% in Q1 2026, buying an estimated $1.08M and bringing the position to 310,769 shares worth $5.98M. The position accounts for 3.2% of the portfolio, ranked #10.

Oakum Bay Capital first reported a position in BZH in Q4 2025 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Oakum Bay Capital held 310,769 shares of Beazer Homes USA worth $5.98M as of Q1 2026.
  • Oakum Bay Capital bought 46,743 Beazer Homes USA shares in Q1 2026, an estimated $1.08M.
  • Beazer Homes USA made up 3.2% of Oakum Bay Capital's portfolio in Q1 2026, its #10 holding.
  • Oakum Bay Capital first reported a position in Beazer Homes USA in Q4 2025 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.