First Eagle Investment Management, LLC
Position in BZH — Beazer Homes USA Inc
CIK 1325447
NEW YORK, NY
Position in BZH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,365,469
-$852,658 QoQ
Shares Held
694,671
-1.0% QoQ
Ownership
2.54%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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, 2026First Eagle Investment Management, LLC holds $55,117,112 across 6 Residential Construction names. BZH ranks #3 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBP |
Installed Building Products, Inc.
|
63,843 | $16,927,971 | |
| 2 | TMHC |
Taylor Morrison Home Corp
|
240,154 | $13,986,568 | |
| 3 | BZH |
Beazer Homes USA Inc
This page
|
694,671 | $13,365,469 | |
| 4 | SKY |
Champion Homes, Inc.
|
136,171 | $10,127,036 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
3,031 | $356,475 | |
| 6 | TOL |
Toll Brothers, Inc.
|
2,591 | $353,593 |
All Filings in BZH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,365,469 | 694,671 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,218,127 | 701,437 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,085,252 | 695,937 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,103,664 | 675,175 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,174,617 | 695,175 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $16,809,858 | 612,158 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,173,845 | 561,131 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,631,044 | 459,645 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,797,700 | 359,686 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,926,660 | 234,586 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,049,057 | 202,692 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,325,702 | 400,343 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,407,113 | 466,443 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,915,712 | 306,874 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,286,287 | 236,431 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,398,260 | 198,696 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,867,859 | 122,724 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $927,847 | 39,959 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $348,450 | 20,200 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||