DONALD SMITH & CO., INC.

Position in BZH — Beazer Homes USA Inc

CIK 814375 NEW YORK, NY

Back to BZH Full portfolio

Position in BZH

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$57,461,452

-$3,648,300 QoQ

Shares Held

2,986,562

-0.9% QoQ

Ownership

10.9%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in BZH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

DONALD SMITH & CO., INC. holds $398,989,919 across 4 Residential Construction names. BZH ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc.	1,490,038	$182,455,153
2	TMHC	Taylor Morrison Home Corp	1,672,693	$97,417,640
3	KBH	Kb Home	1,191,414	$61,655,674
4	BZH	Beazer Homes USA Inc This page	2,986,562	$57,461,452

All Filings in BZH

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,461,452	2,986,562	0.0%	Shares	Defined	2026-05-14
2026-03-31	$57,461,452	2,986,562	-0.9%	Shares	Sole	2026-05-13
2025-12-31	$61,109,752	3,014,788	0.0%	Shares	Defined	2026-02-11
2025-12-31	$61,109,752	3,014,788	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$74,363,717	3,029,072	0.0%	Shares	Sole	2025-11-12
2025-09-30	$74,363,717	3,029,072	-2.5%	Shares	Defined	2025-11-13
2025-06-30	$69,501,062	3,106,887	0.0%	Shares	Defined	2025-08-13
2025-06-30	$69,501,062	3,106,887	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$63,667,978	3,122,510	+0.1%	Shares	Defined	2025-05-12
2024-12-31	$85,661,003	3,119,483	0.0%	Shares	Defined	2025-02-12
2024-12-31	$85,661,003	3,119,483	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$107,035,030	3,132,427	+1.5%	Shares	Defined	2024-10-25
2024-06-30	$84,827,297	3,086,874	+4.9%	Shares	Defined	2024-08-09
2024-03-31	$96,537,320	2,943,211	+13.8%	Shares	Defined	2024-05-10
2023-12-31	$87,402,633	2,586,642	+58.9%	Shares	Defined	2024-02-05
2023-09-30	$40,549,195	1,627,828	-2.0%	Shares	Defined	2023-11-13
2023-06-30	$46,983,494	1,660,781	+0.8%	Shares	Defined	2023-08-10
2023-03-31	$26,160,680	1,647,398	-0.5%	Shares	Defined	2023-05-17
2022-12-31	$21,120,007	1,655,173	+0.0%	Shares	Defined	2023-02-09
2022-09-30	$16,001,171	1,654,723	-1.2%	Shares	Defined	2022-11-04
2022-06-30	$20,221,257	1,675,332	+13.1%	Shares	Defined	2022-08-12
2022-03-31	$22,540,424	1,480,974	+21.6%	Shares	Defined	2022-05-09
2021-12-31	$28,268,771	1,217,432	+0.3%	Shares	Defined	2022-02-07
2021-09-30	$20,938,843	1,213,846	+0.2%	Shares	Defined	2021-11-12
2021-06-30	$23,375,274	1,211,782	-23.2%	Shares	Defined	2021-08-10
2021-03-31	$32,994,124	1,577,157	-27.6%	Shares	Defined	2021-05-10
2020-12-31	$33,014,880	2,179,200	-6.4%	Shares	Defined	2021-02-10
2020-09-30	$30,732,424	2,328,214	-20.3%	Shares	Defined	2020-11-05
2020-06-30	$29,404,822	2,920,042	+11.7%	Shares	Defined	2020-08-13
2020-03-31	$16,838,571	2,614,685	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.