Follow-The-Filings

Security

BZH

Beazer Homes USA Inc. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 2 new 1 exit max 0.1% (Tweedy, Browne Co. LLC)

grid → activity →
owners 10
max % 0.1%
tracked value $62M
qoq N 2 A 2 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.03 pp 50,523 $972 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 694,671 $13M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 1,756,558 $36M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 172,404 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 165,096 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% New 0.0% 88,468 $2M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 66,776 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 63,325 $1M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 45,189 $916 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 18,629 $358 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 30,128 $611 hist

10 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.21B $2.33B $2.37B
Gross profit $442.7M $424.29M $337.51M
Gross margin * 20.1% 18.2% 14.2%
Net income $158.61M $140.18M $45.59M
Net margin * 7.2% 6.0% 1.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $2.41B $2.59B $2.61B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $1.1B $1.23B $1.25B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $178.06M -$137.54M $31.98M
Cash from investing -$29.67M -$30.01M -$19.66M
Cash from financing -$13.93M $23.88M -$36.36M
Net change in cash $134.46M -$143.68M -$24.04M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders