Creative Planning

Position in BZH — Beazer Homes USA Inc

CIK 1540235 OVERLAND PARK, KS

Position in BZH

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,071,071

-$133,230 QoQ

Shares Held

55,669

-6.3% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $91,055,801 across 19 Residential Construction names. BZH ranks #15 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	2,352	$15,499,279
2	DHI	Horton D R Inc /De/	88,800	$12,185,135
3	LEN	Lennar Corp /New/	127,097	$11,037,103
4	PHM	Pultegroup Inc/Mi/	72,877	$8,571,063
5	TPH	Tri Pointe Homes, Inc.	169,014	$7,898,024
6	TMHC	Taylor Morrison Home Corp	112,930	$6,577,043
7	TOL	Toll Brothers, Inc.	38,019	$5,188,452
8	IBP	Installed Building Products, Inc.	18,286	$4,848,532

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,071,071	55,669	-6.3%	Shares	Sole	2026-05-12
2025-12-31	$1,204,301	59,413	-7.4%	Shares	Sole	2026-02-17
2025-09-30	$1,574,464	64,133	+39.1%	Shares	Defined	2025-11-14
2025-06-30	$1,031,279	46,101	+217.3%	Shares	Defined	2025-08-08
2025-03-31	$296,246	14,529	+53.3%	Shares	Sole	2025-05-15
2024-12-31	$260,293	9,479	+13.4%	Shares	Defined	2025-02-14
2024-09-30	$285,660	8,360	+21.2%	Shares	Defined	2024-10-11
2024-03-31	$226,254	6,898	+16.5%	Shares	Defined	2024-05-13
2023-12-31	$200,002	5,919	+8120.8%	Shares	Defined	2024-02-14
2023-03-31	$1,143	72	-99.8%	Shares	Sole	2023-05-15
2020-12-31	$548,369	36,196	-22.4%	Shares	Sole	2021-01-29
2020-09-30	$615,793	46,651	+39.9%	Shares	Sole	2020-11-05
2020-06-30	$335,844	33,351	0.0%	Shares	Sole	2020-07-23
2020-03-31	$214,780	33,351	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.