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Polymer Capital Management’s Beazer Homes USA BZH Stock Holding History

Polymer 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 		– Sell
-16,626
Closed -$337K – 839
2025
Q4 		$337K Buy
+16,626
New +$370K 0.04% 611

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State Street
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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
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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

Polymer Capital Management's BZH Position: Q1 2026 in Review

Polymer Capital Management sold out of Beazer Homes USA (BZH) in Q1 2026, closing a stake of 16,626 shares — an estimated $337K sold.

Polymer Capital Management first reported a position in BZH in Q4 2025 and held it in 1 quarter. The position peaked at $337K in Q4 2025. 177 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Polymer Capital Management reported no remaining Beazer Homes USA position as of Q1 2026 after selling out during the quarter.
  • Polymer Capital Management sold 16,626 Beazer Homes USA shares in Q1 2026, an estimated $337K.
  • Polymer Capital Management first reported a position in Beazer Homes USA in Q4 2025 and held it in 1 quarter.
  • Polymer Capital Management's Beazer Homes USA position peaked at $337K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.