GHE, LLC

Position in BZH — Beazer Homes USA Inc

CIK 1910179 MEMPHIS, TN

Position in BZH

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,810,739

+$544,286 QoQ

Shares Held

64,554

-1.9% QoQ

Ownership

0.242%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#55

of 186 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

GHE, LLC holds $6,565,233 across 3 Residential Construction names. BZH ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	17,893	$2,914,411
2	KBH	Kb Home	29,399	$1,840,083
3	BZH	Beazer Homes USA Inc This page	64,554	$1,810,739

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,810,739	64,554	-1.9%	Shares	Sole	2026-07-30
2026-03-31	$1,266,453	65,824	-6.7%	Shares	Sole	2026-05-04
2025-12-31	$1,430,068	70,551	+2.9%	Shares	Sole	2026-02-09
2025-09-30	$1,682,927	68,551	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$1,539,100	68,802	-2.6%	Shares	Sole	2025-09-05
2025-03-31	$1,440,288	70,637	+1.2%	Shares	Sole	2025-05-06
2024-12-31	$1,916,103	69,778	+7.5%	Shares	Sole	2025-03-03
2024-09-30	$2,001	64,937	+10.9%	Shares	Sole	2024-11-05
2024-06-30	$1,609,393	58,566	+3.0%	Shares	Sole	2024-08-08
2024-03-31	$1,865,696	56,881	+0.8%	Shares	Sole	2024-04-29
2023-12-31	$1,907,445	56,450	+0.1%	Shares	Sole	2024-02-02
2023-09-30	$1,404,176	56,370	-1.6%	Shares	Sole	2023-11-06
2023-06-30	$1,620,111	57,268	+2.1%	Shares	Sole	2023-07-31
2023-03-31	$890,375	56,069	+3.6%	Shares	Sole	2023-05-09
2022-12-31	$690,902	54,146	-22.2%	Shares	Sole	2023-02-07
2022-09-30	$672,577	69,553	+32.0%	Shares	Sole	2022-11-14
2022-06-30	$635,751	52,672	-15.2%	Shares	Sole	2022-07-20
2022-03-31	$944,857	62,080	+4.0%	Shares	Sole	2022-05-06
2021-12-31	$1,386,419	59,708	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.