Which hedge funds own BZH? BEAZER HOMES USA INC, Q2 2026 13F holders
27 tracked hedge funds disclosed a position in BZH (BEAZER HOMES USA INC) in their Q2 2026 13F filings, worth $133.5m in total. The largest holder by portfolio weight is Mill Road Capital Management LLC at 11.7% of its book. 14 opened a new position this quarter: Slotnik Capital, LLC, Cooper Creek Partners Management LLC, Governors Lane LP, Boothbay Fund Management, LLC. 7 exited: Lakewood Capital Management, LP, Numerai GP LLC, Unifi Asset Management LP.
- 27
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $74.5m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $21.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $134m
- Combined value Sum of the holders' reported positions in the security.
- 2.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lakewood Capital Management, LP | 1.0% | $15.0m |
| Numerai GP LLC | 0.3% | $2.8m |
| Unifi Asset Management LP | 0.2% | $388k |
| Readystate Asset Management LP | 0.1% | $2.5m |
| PDT Partners, LLC | 0.03% | $496k |
| Caxton Associates LLP | 0.02% | $763k |
| Walleye Capital LLC | 0.0% | $2.1k |
Ownership over time
Who discovered BZH first? Beta
The run: Q1 2020 → Q4 2021, +261%
| Angelo Gordon & Co., L.P. | Q2 2020 | – | +0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.