Position in BZH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,688,360
+$1,722,688 QoQ
Shares Held
167,143
+8.4% QoQ
Ownership
0.626%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 186 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in BZH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $97,596,463 across 16 Residential Construction names. BZH ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
31,514 | $19,361,570 | |
| 2 | LEN |
Lennar Corp /New/
|
172,187 | $15,575,376 | |
| 3 | DHI |
Horton D R Inc /De/
|
65,442 | $10,659,192 | |
| 4 | TOL |
Toll Brothers, Inc.
|
64,376 | $10,605,944 | |
| 5 | NVR |
Nvr Inc
|
1,508 | $10,274,605 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
60,817 | $8,344,698 | |
| 7 | SKY |
Champion Homes, Inc.
|
75,587 | $6,660,725 | |
| 8 | BZH |
Beazer Homes USA Inc
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|
167,143 | $4,688,360 |
All Filings in BZH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,688,360 | 167,143 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||