BZH
Beazer Homes USA, Inc. · Consumer Cyclical · Residential Construction
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.6% ·
Aktienfluss +2.7% ·
neue Nettopositionen +5.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +4 | 13.17M | $369.33M | +9 | −6 |
| Q1 2026 | 74 | -3 | 15.20M | $292.48M | +5 | −8 |
| Q4 2025 | 77 | -2 | 16.35M | $331.51M | — | −2 |
| Q3 2025 | 19 | +1 | 10.47M | $257.15M | +2 | −1 |
| Q2 2025 | 15 | +2 | 8.71M | $194.85M | +4 | −2 |
| Q1 2025 | 10 | -4 | 4.32M | $88.10M | — | −4 |
| Q4 2024 | 14 | +2 | 4.50M | $123.52M | +2 | — |
| Q3 2024 | 11 | +2 | 3.26M | $111.38M | +3 | −1 |
| Q2 2024 | 9 | — | 3.19M | $87.67M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 3.07M | -2.0% | $75.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passiv) | 1.77M | -2.4% | $43.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Capital World Investors ✦ | 1.66M | 0.0% | $40.75M | 0.0% | Held | 6 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passiv) | 1.11M | +9.3% | $27.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 679.75K | — | $16.69M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 6 | Geode Capital Management ✦ (passiv) | 653.22K | -2.4% | $16.04M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 459.41K | — | $11.28M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 8 | Millennium Management ✦ | 376.18K | +928.5% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 345.79K | — | $8.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 121.26K | -8.2% | $2.98M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 11 | Renaissance Technologies ✦ | 68.53K | Neu | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 30.18K | +80.9% | $740,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 28.22K | +2.2% | $693,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Tweedy, Browne ✦ | 27.34K | +106.2% | $671,099 | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 23.86K | +48.3% | $585,763 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 20.43K | -68.6% | $501,532 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 12.05K | -73.5% | $295,926 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 8.72K | Neu | $214,174 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 4.11K | -71.7% | $100,942 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Renaissance Technologies | $1.68M | 0.0% |
| D. E. Shaw & Co. | $214,174 | 0.0% |
Ausgestiegen
| Fisher Asset Management | $1.05M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 175 Inhaber, 25.55M Anteile, $471.99M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.