Position in BZH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,218,373
-$1,062,164 QoQ
Shares Held
63,325
-43.7% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BZH Over Time
Shares Held
Position Value (USD)
Derivatives in BZH
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$208,041
PutShares
9,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $296,997,802 across 18 Residential Construction names. BZH ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,033,239 | $89,726,474 | |
| 2 | KBH |
Kb Home
|
605,782 | $31,349,218 | |
| 3 | DHI |
Horton D R Inc /De/
|
197,135 | $27,050,864 | |
| 4 | TMHC |
Taylor Morrison Home Corp
|
456,032 | $26,559,303 | |
| 5 | NVR |
Nvr Inc
|
2,850 | $18,781,015 | |
| 6 | MTH |
Meritage Homes CORP
|
285,336 | $17,645,178 | |
| 7 | TPH |
Tri Pointe Homes, Inc.
|
329,123 | $15,379,917 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
120,705 | $14,196,115 |
All Filings in BZH
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,218,373 | 63,325 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,280,537 | 112,508 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $214,174 | 8,724 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $208,041 | 9,300 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $422,338 | 20,713 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,726,009 | 99,272 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $255,378 | 9,300 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $3,454,279 | 101,091 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $314,364 | 9,200 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $2,375,178 | 86,433 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $443,358 | 13,121 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $1,672,605 | 49,500 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $1,233,045 | 49,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $3,706,956 | 148,814 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,400,355 | 49,500 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $7,495,294 | 264,945 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,810,807 | 177,003 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,097,552 | 164,385 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $610,224 | 63,105 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $153,639 | 12,729 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $495,228 | 32,538 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $359,524 | 20,842 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $715,659 | 37,100 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $776,132 | 37,100 | Call | Defined | 2021-05-17 | |
| 2020-12-31 | $757,500 | 50,000 | Call | Defined | 2021-02-16 | |
| 2020-09-30 | $660,000 | 50,000 | Call | Defined | 2020-11-16 | |
| 2020-09-30 | $334,699 | 25,356 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $943,015 | 93,646 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $503,500 | 50,000 | Call | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||