Beazer Homes USA Inc: which funds bought and sold

Institutions that bought and sold Beazer Homes USA shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 92 institutions that filed 13F reports for both quarters added to or opened positions in Beazer Homes USA, and 87 cut or closed them. Together they sold a net 1.3M shares, −5.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 334K shares (−6.5%); index fund managers were net sellers of 432K shares (−5.8%). 37 opened a new position and 26 sold out entirely.

Bought, Q2 2026 92 institutions, 37 of them new holders Sold, Q2 2026 87 institutions, 26 of them sold out

Net change, all compared −1.3M shares (−5.3%)

Net change, active managers −334K shares (−6.5%), 19 bought, 15 sold

Buyers versus sellers

institutions compared, 207

92 bought 28 87 sold

Active managers and hedge funds 19 bought · 15 sold · −334K

Index fund managers 1 bought · 9 sold · −432K

Other institutions 72 bought · 63 sold · −571K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Boothbay Fund Management, LLC Hedge fund	+900K New position	900K	$25.2M
Cooper Creek Partners Management LLC	+711K New position	711K	$19.9M
Tig Advisors, LLC	+297K New position	297K	$8.3M
Governors Lane LP Hedge fund	+217K New position	217K	$6.1M
Slotnik Capital, LLC	+155K New position	155K	$4.3M
Tudor Investment Corp Et Al Hedge fund	+114K New position	114K	$3.2M
Saba Capital Management, L.P. Hedge fund	+98K New position	98K	$2.8M
Man Group PLC Hedge fund	+80K New position	80K	$2.2M
Harvest Management LLC	+80K New position	80K	$2.2M
HRT Financial LP	+77K +377.7%	97K	$2.7M
Ameriprise Financial Inc	+77K +24.7%	388K	$10.9M
AQR Capital Management LLC Hedge fund	+73K +42.5%	246K	$6.9M
Aristeia Capital, L.L.C. Hedge fund	+73K New position	73K	$2M
Jump Financial, LLC	+56K +324.2%	73K	$2.1M
American Century Companies Inc Active manager	+55K +17.9%	365K	$10.2M
Capital World Investors Active manager	+47K +2.8%	1.7M	$47.9M
Fort Baker Capital Management LP	+38K New position	38K	$1.1M
Nuveen, LLC	+38K +46.9%	118K	$3.3M
Russell Investments Group, Ltd.	+32K +42.6%	109K	$3.1M
California State Teachers Retirement System	+30K +99.3%	60K	$1.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Boothbay Fund Management, LLC Hedge fund	+900K New position	900K	$25.2M
Governors Lane LP Hedge fund	+217K New position	217K	$6.1M
Tudor Investment Corp Et Al Hedge fund	+114K New position	114K	$3.2M
Saba Capital Management, L.P. Hedge fund	+98K New position	98K	$2.8M
Man Group PLC Hedge fund	+80K New position	80K	$2.2M
AQR Capital Management LLC Hedge fund	+73K +42.5%	246K	$6.9M
Aristeia Capital, L.L.C. Hedge fund	+73K New position	73K	$2M
American Century Companies Inc Active manager	+55K +17.9%	365K	$10.2M
Capital World Investors Active manager	+47K +2.8%	1.7M	$47.9M
Point72 Asset Management, L.P. Hedge fund	+15K New position	15K	$420,750

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Lakewood Capital Management, LP Hedge fund	−778K Sold out	0	—
First Eagle Investment Management, LLC Active manager	−695K Sold out	0	—
Morgan Stanley	−350K −65.6%	183K	$5.1M
Storebrand Asset Management As	−301K −77.4%	88K	$2.5M
LSV Asset Management Active manager	−231K −70.2%	98K	$2.8M
Donald Smith & Co., Inc.	−172K −5.8%	2.8M	$78.9M
Jpmorgan Chase & Co	−154K −92.7%	12K	$355,070
Numerai Gp LLC	−145K Sold out	0	—
Vanguard Capital Management LLC Index funds	−139K −11.3%	1.1M	$30.7M
Csm Advisors, LLC	−133K Sold out	0	—
Readystate Asset Management LP	−130K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−108K −16.5%	547K	$15.3M
Citigroup Inc	−106K −56.8%	81K	$2.3M
Dimensional Fund Advisors LP	−101K −10.1%	899K	$25.2M
State Street Corp Index funds	−95K −7.8%	1.1M	$31.3M
Nokomis Capital, L.L.C.	−92K −15.2%	509K	$14.3M
Bank Of America Corp	−83K −57.8%	61K	$1.7M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	−79K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−71K −61.0%	46K	$1.3M
Peregrine Capital Management LLC	−62K −29.8%	145K	$4.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lakewood Capital Management, LP Hedge fund	−778K Sold out	0	—
First Eagle Investment Management, LLC Active manager	−695K Sold out	0	—
LSV Asset Management Active manager	−231K −70.2%	98K	$2.8M
Two Sigma Investments, LP Hedge fund	−71K −61.0%	46K	$1.3M
Millennium Management LLC Hedge fund	−57K −85.3%	9,821	$275,479
Balyasny Asset Management L.P. Hedge fund	−55K −33.5%	110K	$3.1M
Squarepoint Ops LLC Hedge fund	−53K −47.1%	60K	$1.7M
Trexquant Investment LP Hedge fund	−48K −61.2%	30K	$853,309
Caxton Associates LLP Hedge fund	−40K Sold out	0	—
PDT Partners, LLC Hedge fund	−26K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Boothbay Fund Management, LLCHedge fund	900K	$25.2M
Cooper Creek Partners Management LLC	711K	$19.9M
Tig Advisors, LLC	297K	$8.3M
Governors Lane LPHedge fund	217K	$6.1M
Slotnik Capital, LLC	155K	$4.3M
Tudor Investment Corp Et AlHedge fund	114K	$3.2M
Saba Capital Management, L.P.Hedge fund	98K	$2.8M
Man Group PLCHedge fund	80K	$2.2M
Harvest Management LLC	80K	$2.2M
Aristeia Capital, L.L.C.Hedge fund	73K	$2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Lakewood Capital Management, LPHedge fund	778K	$15M
First Eagle Investment Management, LLCActive manager	695K	$13.4M
Numerai Gp LLC	145K	$2.8M
Csm Advisors, LLC	133K	$2.6M
Readystate Asset Management LP	130K	$2.5M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	79K	$1.5M
Caxton Associates LLPHedge fund	40K	$762,558
Drw Securities, LLC	37K	$707,743
Assenagon Asset Management S.A.	34K	$654,083
Jane Street Group, LLC	32K	$611,602

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 187
Ten largest holders: 59.4%
Index fund managers: 29.7%
Active managers and hedge funds: 20.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	15	9	7	−334K	−6.5%
Index fund managers	1	9	0	0	−432K	−5.8%
Other institutions	72	63	28	19	−571K	−4.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Beazer Homes USA.

Only managers that filed a holdings report for both quarters are compared (207 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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