13FPulse
中
BZ

BZH BEAZER HOMES USA INC

2026Q2 · CUSIP 07556Q881 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
181
Institutions that reported holding it to the SEC
Net increase in holders
+6
Last quarter 175 → now 181
How unusual is that
Above average
Stronger buying than 59% of US stocks
What the filings say, in one paragraph

181 funds held BZH at the end of 2026Q2, up 6 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.1B(YoY -12.8%), return on equity is -0.7%. BZH has had 7 buying rushes in its history, and the price moved +4.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=112 2013Q4: holders=113 2014Q1: holders=113 2014Q2: holders=110 2014Q3: holders=108 2014Q4: holders=121 2015Q1: holders=119 2015Q2: holders=111 2015Q3: holders=120 2015Q4: holders=126 2016Q1: holders=115 2016Q2: holders=113 2016Q3: holders=127 2016Q4: holders=137 2017Q1: holders=138 2017Q2: holders=132 2017Q3: holders=131 2017Q4: holders=155 2018Q1: holders=142 2018Q2: holders=129 2018Q3: holders=118 2018Q4: holders=128 2019Q1: holders=119 2019Q2: holders=111 2019Q3: holders=126 2019Q4: holders=138 2020Q1: holders=117 2020Q2: holders=126 2020Q3: holders=133 2020Q4: holders=126 2021Q1: holders=138 2021Q2: holders=135 2021Q3: holders=134 2021Q4: holders=144 2022Q1: holders=134 2022Q2: holders=139 2022Q3: holders=155 2022Q4: holders=148 2023Q1: holders=158 2023Q2: holders=171 2023Q3: holders=184 2023Q4: holders=185 2024Q1: holders=170 2024Q2: holders=183 2024Q3: holders=196 2024Q4: holders=207 2025Q1: holders=195 2025Q2: holders=197 2025Q3: holders=196 2025Q4: holders=182 2026Q1: holders=175 2026Q2: holders=181 -24 -12 +0 +12 +24 97158218 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2023Q3 Top 20% -3.8% -2.6%
2023Q2 Top 20% -5.9% -8.0%
2023Q1 Top 20% +42.5% +43.3%
2022Q3 Top 10% +15.3% +65.0%
2019Q3 Top 20% -0.6% -42.2%
2016Q3 Top 20% +3.6% +21.4%
2015Q3 Top 20% -49.5% -47.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
103
Change in large funds
+9
Total value they hold
$655M
Funds buying for the first time
42
Funds that sold out entirely
36
Price change that quarter
+51.6%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-0.31
EPS YoY
-114.1%
Revenue (TTM)
$2.1B
Revenue YoY
-12.8%
Net margin
-0.4%
ROE
-0.7%
Debt ratio
60.5%
FCF (TTM)
-$153M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.58 2021-12-31: EPS 1.14 2022-03-31: EPS 1.45 2022-06-30: EPS 1.76 2022-09-30: EPS 2.82 2022-12-31: EPS 0.80 2023-03-31: EPS 1.13 2023-06-30: EPS 1.42 2023-09-30: EPS 1.81 2023-12-31: EPS 0.70 2024-03-31: EPS 1.26 2024-06-30: EPS 0.88 2024-09-30: EPS 1.69 2024-12-31: EPS 0.10 2025-03-31: EPS 0.42 2025-06-30: EPS -0.01 2025-09-30: EPS 1.01 2025-12-31: EPS -1.13 2026-03-31: EPS -0.03 2026-06-30: EPS -0.16 0M 414M 828M $M -1.24 0.93 3.10 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 6 2 51 100 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-231M6M243M 20162017201820192020202120222023202420252026
Latest quarter $-71M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.