Creative Planning

Position in BZH — Beazer Homes USA Inc

CIK 1540235 OVERLAND PARK, KS

Position in BZH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,366,539

+$295,468 QoQ

Shares Held

48,718

-12.5% QoQ

Ownership

0.183%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#67

of 186 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $131,789,139 across 18 Residential Construction names. BZH ranks #16 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	4,049	$27,587,455
2	LEN	Lennar Corp /New/	271,380	$24,540,260
3	DHI	Horton D R Inc /De/	99,620	$16,226,105
4	PHM	Pultegroup Inc/Mi/	91,841	$12,601,503
5	MTH	Meritage Homes CORP	116,078	$9,733,139
6	MHO	M/I Homes, Inc.	45,031	$7,240,534
7	TOL	Toll Brothers, Inc.	38,226	$6,297,733
8	KBH	Kb Home	74,449	$4,659,762

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,366,539	48,718	-12.5%	Shares	Defined	2026-08-13
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.