BEAZER HOMES USA INC (BZH) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to BEAZER HOMES USA INC (BZH) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of BZH during the latest reporting period was Donald Smith & Co., which increased its reported BZH position by approximately $32.40M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in BZH exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward BEAZER HOMES USA INC (BZH). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $71.02M in reported BZH exposure during the latest filing period, reflecting continued institutional interest in BEAZER HOMES USA INC's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Tweedy, Browne Co All Funds (US) | Buy | 18,651 | 50,523 | $972,063 |
| Q4 2025 | First Eagle U.S. Value | Buy | 5,500 | 701,437 | $14,218,128 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Buy | 4,536 | 31,872 | $646,045 |
| Q3 2025 | First Eagle U.S. Value | Buy | 20,762 | 695,937 | $17,085,253 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Buy | 14,082 | 27,336 | $671,099 |
| Q3 2025 | Renaissance Technologies LLC | Buy | 3,400 | 68,528 | $1,682,362 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Buy | 13,254 | 13,254 | $296,492 |
| Q1 2025 | First Eagle U.S. Value | Buy | 83,017 | 695,175 | $14,174,619 |
| Q1 2025 | Donald Smith & Co. | Buy | 3,027 | 3,122,510 | $63,667,979 |
| Q4 2024 | First Eagle U.S. Value | Buy | 51,027 | 612,158 | $16,809,859 |
| Q4 2024 | Renaissance Technologies LLC | Buy | 17,900 | 95,328 | $2,617,707 |
| Q3 2024 | First Eagle U.S. Value | Buy | 101,486 | 561,131 | $19,173,846 |
| Q3 2024 | Donald Smith & Co. | Buy | 45,553 | 3,132,427 | $107,035,031 |
| Q2 2024 | Donald Smith & Co. | Buy | 143,663 | 3,086,874 | $84,827,298 |
| Q2 2024 | First Eagle U.S. Value | Buy | 99,959 | 459,645 | $12,631,045 |
| Q1 2024 | Donald Smith & Co. | Buy | 356,569 | 2,943,211 | $96,537,321 |
| Q1 2024 | First Eagle U.S. Value | Buy | 125,100 | 359,686 | $11,797,701 |
| Q4 2023 | Donald Smith & Co. | Buy | 958,814 | 2,586,642 | $87,402,633 |
| Q4 2023 | First Eagle U.S. Value | Buy | 31,894 | 234,586 | $7,926,661 |
| Q3 2023 | Renaissance Technologies LLC | Buy | 251,700 | 281,928 | $7,023 |
| Q2 2023 | Donald Smith & Co. | Buy | 13,383 | 1,660,781 | $46,983,494 |
| Q1 2023 | First Eagle U.S. Value | Buy | 159,569 | 466,443 | $7,407,115 |
| Q4 2022 | Renaissance Technologies LLC | Buy | 192,100 | 263,428 | $3,361 |
| Q4 2022 | First Eagle U.S. Value | Buy | 70,443 | 306,874 | $3,915,712 |
| Q4 2022 | Miller Value Partners | Buy | 50,000 | 50,000 | $638,000 |
| Q4 2022 | Donald Smith & Co. | Buy | 450 | 1,655,173 | $21,120,007 |
| Q3 2022 | Renaissance Technologies LLC | Buy | 47,700 | 71,328 | $690 |
| Q3 2022 | First Eagle U.S. Value | Buy | 37,735 | 236,431 | $2,286 |
| Q2 2022 | Donald Smith & Co. | Buy | 194,358 | 1,675,332 | $20,221 |
| Q2 2022 | First Eagle U.S. Value | Buy | 75,972 | 198,696 | $2,398 |
Frequently asked questions about BZH activity
Which institutional owners are buying BZH?
Institutional owners buying BZH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BZH activity?
"Buy" means an investor increased their reported position in BZH compared to the prior reporting period. This reflects growing exposure to BEAZER HOMES USA INC (BZH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BZH increasing?
Institutional interest in BZH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.