Position in BZH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$646,579
+$405,349 QoQ
Shares Held
23,051
+83.8% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 186 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026WELLS FARGO & COMPANY/MN holds $539,285,352 across 18 Residential Construction names. BZH ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
763,264 | $124,320,438 | |
| 2 | LEN |
Lennar Corp /New/
|
1,354,769 | $122,537,742 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
490,246 | $67,266,650 | |
| 4 | TOL |
Toll Brothers, Inc.
|
370,653 | $61,065,080 | |
| 5 | IBP |
Installed Building Products, Inc.
|
193,430 | $44,457,949 | |
| 6 | MTH |
Meritage Homes CORP
|
508,935 | $42,674,199 | |
| 7 | NVR |
Nvr Inc
|
4,912 | $33,467,418 | |
| 8 | SKY |
Champion Homes, Inc.
|
148,557 | $13,090,842 |
All Filings in BZH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,579 | 23,051 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $241,230 | 12,538 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $665,342 | 32,824 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $569,682 | 23,205 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $451,090 | 20,165 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $365,571 | 17,929 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $754,929 | 27,492 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $825,478 | 24,158 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $374,359 | 13,623 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $414,821 | 12,647 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $406,493 | 12,030 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $207,149 | 8,316 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $348,333 | 12,313 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $98,106 | 6,178 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,944 | 701 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,328 | 1,275 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,023 | 1,079 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $687,243 | 45,154 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,317,107 | 56,723 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,694,156 | 156,183 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,808,462 | 352,953 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,671,337 | 414,500 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,451,763 | 425,859 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,597,145 | 272,511 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $683,369 | 67,862 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $122,082 | 18,957 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||