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Sunbelt Securities’s Beazer Homes USA BZH Stock Holding History

Sunbelt Securities’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 		$289 Sell
15
-5
-25% -$115 ﹤0.01% 2426
2025
Q4 		$405 Buy
20
+11
+122% +$245 ﹤0.01% 2276
2025
Q3 		$221 Buy
+9
New +$221 ﹤0.01% 2399

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Sunbelt Securities's BZH Position: Q1 2026 in Review

Sunbelt Securities reduced its Beazer Homes USA (BZH) stake by 25% in Q1 2026, selling an estimated $115 and leaving 15 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Sunbelt Securities first reported a position in BZH in Q3 2025 and has held it in 3 quarters since. The position peaked at $405 in Q4 2025. 176 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Sunbelt Securities held 15 shares of Beazer Homes USA worth $289 as of Q1 2026.
  • Sunbelt Securities sold 5 Beazer Homes USA shares in Q1 2026, an estimated $115.
  • Beazer Homes USA made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2426 holding.
  • Sunbelt Securities first reported a position in Beazer Homes USA in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Beazer Homes USA position peaked at $405 in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.