Position in BZH
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,021,028
-$54,660 QoQ
Shares Held
53,068
0.0% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Badgley Phelps Wealth Managers, LLC holds $6,177,066 across 2 Residential Construction names. BZH ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
59,374 | $5,156,038 | |
| 2 | BZH |
Beazer Homes USA Inc
This page
|
53,068 | $1,021,028 |
All Filings in BZH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,021,028 | 53,068 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,075,688 | 53,068 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,302,819 | 53,068 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,187,131 | 53,068 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,082,056 | 53,068 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,457,247 | 53,068 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,813,333 | 53,068 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,458,308 | 53,068 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,740,630 | 53,068 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,905,350 | 56,388 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||