Position in BZH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,965,672
-$26,949 QoQ
Shares Held
154,141
+4.4% QoQ
Ownership
0.564%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in BZH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Cerity Partners LLC holds $79,032,726 across 17 Residential Construction names. BZH ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
30,641 | $14,839,129 | |
| 2 | LEN |
Lennar Corp /New/
|
138,605 | $12,036,457 | |
| 3 | TOL |
Toll Brothers, Inc.
|
77,544 | $10,582,428 | |
| 4 | DHI |
Horton D R Inc /De/
|
54,567 | $7,487,682 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
57,707 | $6,786,919 | |
| 6 | SKY |
Champion Homes, Inc.
|
78,212 | $5,816,626 | |
| 7 | NVR |
Nvr Inc
|
540 | $3,558,507 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
56,474 | $3,289,044 |
All Filings in BZH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,965,672 | 154,141 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,992,621 | 147,638 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,335,142 | 135,851 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $2,853,405 | 127,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,291,400 | 63,335 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||