Position in BZH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,897,475
-$293,571 QoQ
Shares Held
670,347
+3.0% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BZH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $3,979,758,704 across 20 Residential Construction names. BZH ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,274,874 | $998,258,210 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,268,417 | $619,618,522 | |
| 3 | LEN |
Lennar Corp /New/
|
5,752,833 | $499,576,017 | |
| 4 | NVR |
Nvr Inc
|
73,697 | $485,650,708 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,379,639 | $324,749,333 | |
| 6 | IBP |
Installed Building Products, Inc.
|
681,549 | $180,712,716 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
3,012,168 | $175,428,664 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
240,673 | $116,555,526 |
All Filings in BZH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,897,475 | 670,347 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,191,046 | 650,767 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $16,036,623 | 653,223 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $14,974,925 | 669,420 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,811,268 | 677,355 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,858,061 | 650,330 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $22,695,747 | 664,201 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $18,461,145 | 671,803 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $21,113,983 | 643,719 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $21,399,375 | 633,305 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $15,046,636 | 604,040 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,271,474 | 575,167 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,840,777 | 556,724 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,864,037 | 537,934 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,088,470 | 526,212 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,129,182 | 507,803 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,797,464 | 512,317 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,754,498 | 506,223 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,804,969 | 510,433 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,659,621 | 500,758 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,921,916 | 474,279 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,539,269 | 431,635 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,621,272 | 425,854 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,254,614 | 422,504 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,643,903 | 410,544 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||