Follow-The-Filings

Security · featured owners

BZH Beazer Homes USA Inc.

Consumer Discretionary COM NEW Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.1%
  • $2M
  • 1 add 1 exit

BZH (Beazer Homes USA Inc.) is held in 1 featured 13F book as of 2026 Q2. Tweedy, Browne Co. is the largest tracked holder by portfolio weight (0.12%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Tweedy, Browne Co.) · not free-float ownership

  1. Tweedy, Browne Co. add 0.12%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Tweedy, Browne Co. 2026 Q2 0.12% Add +7.7% 54,435 $2M history
First Eagle Investment Management exited 2026 Q2 last 2026 Q1 0.02% Exit −0.02% 694,671 $13M history

SEC filings

Recent issuer filings from EDGAR · 22 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 1.01,9.01
DEFA14A
DEFA14A
DEFA14A
DEFA14A
8-K 2.02,9.01
8-K 1.01,5.03,7.01,9.01
DEFA14A
10-Q
DEFA14A
DEFA14A
8-K 1.01,2.03,8.01,9.01
8-K 2.02,9.01
10-Q
8-K 1.01,2.03,7.01,9.01
8-K 5.03,5.07,9.01
8-K 2.02,9.01
10-Q
8-K 5.02,9.01
8-K 2.02,9.01
8-K 1.01,3.03,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Aug 1, 2026
4 Period Feb 4, 2026
4 Period Dec 8, 2025
4 Period Nov 20, 2025 · 4 forms
4 Period Nov 14, 2025 · 4 forms
4 Period Nov 17, 2025 · 7 forms

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 assets $2.41B $2.59B $2.61B
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

ownership over time

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