MORGAN STANLEY

Position in BZH — Beazer Homes USA Inc

CIK 895421 NEW YORK, NY

Back to BZH Full portfolio

Position in BZH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,263,980

-$2,076,960 QoQ

Shares Held

533,471

-12.4% QoQ

Ownership

1.95%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Common Shares in BZH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $2,081,749,241 across 21 Residential Construction names. BZH ranks #16 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,843,868	$527,455,558
2	PHM	Pultegroup Inc/Mi/	2,917,809	$343,163,507
3	LEN	Lennar Corp /New/	3,205,597	$278,374,034
4	NVR	Nvr Inc	32,181	$212,067,313
5	TOL	Toll Brothers, Inc.	1,273,748	$173,828,381
6	IBP	Installed Building Products, Inc.	652,040	$172,888,401
7	TMHC	Taylor Morrison Home Corp	1,490,215	$86,790,113
8	MTH	Meritage Homes CORP	952,973	$58,931,842

All Filings in BZH

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,263,980	533,471	-12.4%	Shares	Defined	2026-05-15
2025-12-31	$12,340,940	608,828	-10.4%	Shares	Defined	2026-05-27
2025-09-30	$16,687,933	679,753	+99.8%	Shares	Defined	2026-05-27
2025-06-30	$7,609,599	340,170	-32.0%	Shares	Defined	2025-08-15
2025-03-31	$10,204,335	500,458	+7.5%	Shares	Defined	2025-05-15
2024-12-31	$12,789,410	465,747	-21.4%	Shares	Defined	2025-05-15
2024-09-30	$20,235,676	592,206	+14.4%	Shares	Defined	2025-05-14
2024-06-30	$14,229,937	517,829	+10.8%	Shares	Defined	2025-05-14
2024-03-31	$15,323,338	467,175	-16.7%	Shares	Defined	2024-10-17
2023-12-31	$18,943,213	560,616	-25.8%	Shares	Defined	2024-08-16
2023-09-30	$18,832,282	756,013	+47.2%	Shares	Defined	2023-11-15
2023-06-30	$14,534,550	513,770	+2.9%	Shares	Defined	2023-08-14
2023-03-31	$7,931,992	499,496	+30.5%	Shares	Defined	2023-05-15
2022-12-31	$4,882,471	382,639	+5.4%	Shares	Defined	2023-02-14
2022-09-30	$3,509,200	362,896	+50.8%	Shares	Defined	2022-11-14
2022-06-30	$2,905,089	240,687	+46.2%	Shares	Defined	2022-10-27
2022-03-31	$2,505,515	164,620	-23.5%	Shares	Defined	2022-10-27
2021-12-31	$4,998,358	215,261	-21.1%	Shares	Defined	2022-02-14
2021-09-30	$4,706,729	272,854	+12.9%	Shares	Defined	2021-11-15
2021-06-30	$4,663,625	241,764	-32.7%	Shares	Defined	2021-08-23
2021-03-31	$7,511,972	359,081	+141.4%	Shares	Defined	2021-05-17
2020-12-31	$2,253,515	148,747	+156.8%	Shares	Defined	2021-02-16
2020-09-30	$764,516	57,918	-70.5%	Shares	Defined	2020-11-13
2020-06-30	$1,974,201	196,048	+69.0%	Shares	Defined	2020-08-14
2020-03-31	$746,948	115,986	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.