Beazer Homes USA, Inc. logo

Beazer Homes USA, Inc.

BZHNYSE

Beazer Homes USA, Inc. is a residential construction company in the consumer cyclical sector on NYSE, led by Allan P. Merrill, with a market cap of $672.0M. As of Q3 2025, 84% of shares are held by 190 institutional investors, with BlackRock, Inc. as the largest holder at 10.34%.

CEOAllan P. Merrill
Market Cap$672.0M
Residential Construction
Consumer Cyclical
Employees1.1K
Websitebeazer.com
Country
United States of America

Overview

Overview of institutional ownership in BZH as of Q3 2025 with a market cap of $729.8M

All Institutions

Institutions
190
Value Held
$610.8M
Shares Held
24.9M
Avg Position
$3.2M
Median Position
$549.7K

Hedge Funds

Hedge Funds
26
Value Held
$67.3M
Shares Held
2.7M
Avg Position
$2.6M
Median Position
$1.2M

Ownership Breakdown

Institutional (non-HF): 74.49%Institutional (non-HF)Hedge Funds: 9.22%Hedge FundsRetail & Other: 16.30%Retail & Other
Institutional (non-HF)
74.49%
$543.6M
Hedge Funds
9.22%
$67.3M
Retail & Other
16.3%
$118.9M

Based on market cap of $729.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BZH as of Q3 2025

InstitutionPosition Value
B
BlackRock, Inc.
Institution
$75.4M
0.00% of portfolio
DONALD SMITH & CO., INC. logo
DONALD SMITH & CO., INC.
Long Only Manager
$74.4M
1.48% of portfolio
$43.5M
0.00% of portfolio
$40.7M
0.01% of portfolio
$27.3M
0.00% of portfolio
$25.1M
0.01% of portfolio
$20.0M
10.42% of portfolio
LAKEWOOD CAPITAL MANAGEMENT, LP logo
LAKEWOOD CAPITAL MANAGEMENT, LP
Hedge FundLong/Short
$17.2M
1.30% of portfolio
$17.1M
0.03% of portfolio
MORGAN STANLEY logo
MORGAN STANLEY
RIA/Wealth
$16.7M
0.00% of portfolio

Net Capital Flow

Institutional buying and selling activity for BZH in Q3 2025

Traded
$20.7M
Buyers
96
Sellers
83
Total Bought
+$56.5M
Total Sold
$77.3M
Avg Position
$2.9M

Biggest Buyers

InstitutionNet Bought
MILLENNIUM MANAGEMENT LLC logo
MILLENNIUM MANAGEMENT LLC
Hedge FundMulti-Strategy
+$8.3M
+339.6K shares
MORGAN STANLEY logo
MORGAN STANLEY
RIA/Wealth
+$8.3M
+339.6K shares
+$5.3M
+214.2K shares
+$2.6M
+105.3K shares
+$2.5M
+101.3K shares
+$2.3M
+94.7K shares
+$1.7M
+68.5K shares
+$1.6M
+64.7K shares
Trexquant Investment LP logo
Trexquant Investment LP
Hedge FundQuant
+$1.5M
+62.5K shares
L
+$1.4M
+57.5K shares

Biggest Sellers

InstitutionNet Sold
$25.3M
1.1M shares
$4.4M
181.2K shares
UBS Group AG logo
UBS Group AG
Institution
$4.4M
179.5K shares
BARCLAYS PLC logo
BARCLAYS PLC
Institution
$3.7M
148.9K shares
G
GRATIA CAPITAL, LLC
Hedge FundMulti-Strategy
$3.6M
161.4K shares
$3.1M
140.8K shares
TWO SIGMA ADVISERS, LLC logo
TWO SIGMA ADVISERS, LLC
Hedge FundMulti-Strategy
$2.0M
88.3K shares
$1.9M
87.0K shares
DONALD SMITH & CO., INC. logo
DONALD SMITH & CO., INC.
Long Only Manager
$1.9M
77.8K shares
R
RBF Capital, LLC
Institution
$1.8M
75.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BZH in Q3 2025

New Positions
8
New Value
$3.9M
Exited Positions
23
Exited Value
$41.2M

New Positions

InstitutionPosition Value
L
$1.4M
57.5K shares
$1.2M
47.7K shares
W
$1.0M
42.5K shares
$233.0K
9.5K shares
$37.4K
1.5K shares
$786.0
32.0 shares
$614.0
25.0 shares
$221.0
9.0 shares

Exited Positions

InstitutionPrevious Position
$25.3M
1.1M shares
G
GRATIA CAPITAL, LLC
Hedge FundMulti-Strategy
$3.6M
161.4K shares
$3.1M
140.8K shares
TWO SIGMA ADVISERS, LLC logo
TWO SIGMA ADVISERS, LLC
Hedge FundMulti-Strategy
$2.0M
88.3K shares
$1.9M
87.0K shares
$1.1M
48.5K shares
$1.1M
47.1K shares
$678.8K
30.3K shares
M
Man Group plc
Institution
$642.8K
28.7K shares
ARP AMERICAS LLC logo
ARP AMERICAS LLC
Hedge FundMulti-Strategy
$633.9K
28.3K shares

Options Activity

Institutions with the largest Call and Put options positions in BZH as of Q3 2025

Call Positions
9
Call Value
$8.6M
Put Positions
11
Put Value
$15.2M

Call Positions

InstitutionPosition Value
$3.2M
1.3K contracts
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$3.1M
1.3K contracts
$1.6M
667.0 contracts
$513.6K
208.0 contracts
$122.8K
50.0 contracts
Walleye Trading Advisors, LLC logo
Walleye Trading Advisors, LLC
Hedge FundMulti-Strategy
$58.9K
24.0 contracts
$7.4K
3.0 contracts
Hudson Bay Capital Management LP logo
Hudson Bay Capital Management LP
Hedge FundMulti-Strategy
-
- contracts
P
PEAK6 LLC
Institution
-
- contracts

Put Positions

InstitutionPosition Value
$9.7M
3.9K contracts
$1.8M
727.0 contracts
CITIGROUP INC logo
CITIGROUP INC
Institution
$1.2M
500.0 contracts
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$1.2M
493.0 contracts
$400.2K
163.0 contracts
$385.2K
156.0 contracts
$326.5K
133.0 contracts
Walleye Trading Advisors, LLC logo
Walleye Trading Advisors, LLC
Hedge FundMulti-Strategy
$193.9K
79.0 contracts
Hudson Bay Capital Management LP logo
Hudson Bay Capital Management LP
Hedge FundMulti-Strategy
-
- contracts
-
- contracts

Most Committed Institutions

Institutions with BZH as the highest % of their portfolio as of Q3 2025

InstitutionPortfolio Weight
10.42%
$20.0M
N
Nokomis Capital, L.L.C.
Hedge FundLong/Short
4.17%
$11.5M
2.28%
$3.5M
2.25%
$12.0M
DONALD SMITH & CO., INC. logo
DONALD SMITH & CO., INC.
Long Only Manager
1.48%
$74.4M
1.47%
$3.7M
LAKEWOOD CAPITAL MANAGEMENT, LP logo
LAKEWOOD CAPITAL MANAGEMENT, LP
Hedge FundLong/Short
1.30%
$17.2M
GHE, LLC logo
GHE, LLC
Long Only Manager
0.69%
$1.7M
DENALI ADVISORS LLC logo
DENALI ADVISORS LLC
Long Only Manager
0.38%
$3.4M
0.25%
$2.0M

Hedge Fund Spotlight

Discover hedge funds investing in BZH

Engineers Gate Manager LP logo
Engineers Gate Manager LP
Hedge FundQuant
Portfolio ManagerRobert Gregory Eisner
Portfolio Value
$8.8B
Positions
2,112
Last Reported
Q3 2025
AddressNew York, NY
Sector Allocation
Technology: 17.50%TechnologyIndustrials: 12.20%IndustrialsReal Estate: 12.00%Real EstateHealthcare: 10.40%HealthcareConsumer Cyclical: 10.30%Consumer CyclicalFinancial Services: 9.30%Financial ServicesConsumer Defensive: 6.60%Communication Services: 4.10%Energy: 4.10%ETF: 4.10%Basic Materials: 3.40%Utilities: 2.30%
Beazer Homes USA, Inc. logo

Position in Beazer Homes USA, Inc.

Market Value
$212.1K
Shares Held
8.6K
Portfolio Weight
0.00%
Owned Since
2025-Q2
Top HoldingSectorMarket ValueWeight
ETF
ETF
$155.2M1.77%
ETF
ETF
$115.3M1.32%
REIT - Healthcare Facilities
Real Estate
$112.9M1.29%

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