Beazer Homes USA Inc (BZH) 13F Investor Activity Report (Q2 2026)

BZH ranks #3092 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BZH is a top-conviction position for Mill Road Capital Management LLC — at 11.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BZH belongs to BlackRock, Inc., but the position matters far more to Mill Road Capital Management LLC, who has 11.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its BZH position for two straight quarters, increasing it by $59.4M to reach $59.8M today.

Morgan Stanley has trimmed its BZH position for two straight quarters, cutting it by $7.2M while still holding $5.1M.

BZH is down 0% today, but institutions show net buying of $83.9M this quarter — a divergence between today's price move and the underlying institutional flow.

BZH reported a net loss of $7.7M over the trailing twelve months.

• Not yet profitable — net loss of $7.7M over the trailing twelve months
• Revenue declined 12.8% year over year
• Net income declined year over year, from $67.7M to -$7.7M
• Generated $32.0M in positive operating cash flow
• Liabilities run 1.09x equity — within a conventional range