Position in BZH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,081,544
-$94,903 QoQ
Shares Held
109,859
-33.5% QoQ
Ownership
0.412%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 187 holders
Holding Since
Jun 2020
11 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 Dec 31, 2024CallValue
$282,838
CallShares
10,300
PutValue
$0
PutShares
0
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 Jun 30, 2026Balyasny Asset Management L.P. holds $212,949,435 across 15 Residential Construction names. BZH ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
397,377 | $64,724,765 | |
| 2 | TOL |
Toll Brothers, Inc.
|
287,889 | $47,429,712 | |
| 3 | KBH |
Kb Home
|
608,767 | $38,102,726 | |
| 4 | MTH |
Meritage Homes CORP
|
273,317 | $22,917,630 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
107,295 | $14,721,946 | |
| 6 | SKY |
Champion Homes, Inc.
|
69,994 | $6,167,871 | |
| 7 | LGIH |
LGI Homes, Inc.
|
76,590 | $4,877,251 | |
| 8 | BZH |
Beazer Homes USA Inc
This page
|
109,859 | $3,081,544 |
All Filings in BZH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,081,544 | 109,859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,176,447 | 165,096 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,920,946 | 193,436 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,524,942 | 102,849 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,716,852 | 76,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,370,127 | 214,327 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,838 | 10,300 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $2,916,444 | 106,207 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $519,384 | 15,200 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $4,092,916 | 119,781 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $543,303 | 15,900 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $2,439,207 | 88,763 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,421,125 | 43,327 | Shares | Sole | 2024-05-13 | |
| 2020-06-30 | $148,864 | 14,783 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||