Position in BZH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$7,481,820
+$1,887,442 QoQ
Shares Held
388,868
+40.9% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026STOREBRAND ASSET MANAGEMENT AS holds $50,276,806 across 6 Residential Construction names. BZH ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
215,486 | $25,343,308 | |
| 2 | DHI |
Horton D R Inc /De/
|
99,084 | $13,596,306 | |
| 3 | BZH |
Beazer Homes USA Inc
This page
|
388,868 | $7,481,820 | |
| 4 | IBP |
Installed Building Products, Inc.
|
5,882 | $1,559,612 | |
| 5 | NVR |
Nvr Inc
|
185 | $1,219,118 | |
| 6 | LEN |
Lennar Corp /New/
|
12,398 | $1,076,642 |
All Filings in BZH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,481,820 | 388,868 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,594,378 | 275,993 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $11,656,757 | 474,817 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $9,059,805 | 404,998 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $7,540,283 | 369,803 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $7,909,441 | 288,035 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $5,096,421 | 149,149 | Shares | Sole | 2026-06-17 | |
| No filing history on record for this holder in this stock. | ||||||