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BZH · Consumer Cyclical

BEAZER HOMES USA INC

USA Consumer Cyclical Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
21
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in BEAZER HOMES USA INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$903M
Industry
Residential Construction
Sector
Consumer Cyclical
Exchange
NYSE
About BEAZER HOMES USA INC

Beazer Homes USA, Inc. operates as a homebuilder in the United States. The company designs, constructs, and sells single-family, condominiums, villas, and duets homes under the Beazer Homes, Gatherings, and Choice Plans brands. It also sells its homes through commissioned new home sales counselors and independent realtors. Beazer Homes USA, Inc. was founded in 1985 and is headquartered in Atlanta, Georgia.

Who's behind the signal
Every informed buyer we can see on BZH, across all three feeds.
Hedge funds · 4
Tweedy Browne Increased +17%
D.E. Shaw & Co Increased +1190%
AQR Capital Management Increased +42%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. BEAZER HOMES USA INC isn't in the top-10 model right now, but 4 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
4
Investors
0
New positions
3
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
Increased +17%
% of portfolio
0.1%
Position change
+17%
0.1% of Tweedy Browne's portfolio
Trust weight: 1.0×
Increased +1190%
% of portfolio
0.0%
Position change
+1190%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Increased +42%
% of portfolio
0.0%
Position change
+42%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Decreased −74%
% of portfolio
0.0%
Position change
−74%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to BEAZER HOMES USA INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell BEAZER HOMES USA INC or any security.

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