Beazer Homes USA, Inc. (NYSE:BZH) Q1 2026 Earnings Call Transcript
Operator: Good afternoon, and welcome to the Beazer Homes Earnings Conference Call for the First Quarter Ended December 31, 2025.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Donald Smith & Co., Inc. Richard Greenberg And Jon Hartsel | 3,014,788 | $61,109,753 | -1% | 1.14% |
| 2. | Mill Road Capital Management Thomas E. Lynch | 834,474 | $16,914,788 | +3% | 10.05% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 701,437 | $14,218,128 | +1% | 0.03% |
| 4. | Lakewood Capital Management Anthony Bozza | 701,006 | $14,209,392 | 0.94% | |
| 5. | Nokomis Capital Brett Hendrickson | 626,394 | $12,697,006 | +34% | 3.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.50 | 10,000 | $215,000.00 | 15,917 | 2025-05-09 | Filing | |
| $24.29 | 4,125 | $100,195.43 | 91,919 | 2025-02-13 | Filing | |
| $22.23 | 22,500 | $500,235.75 | 45,000 | 2025-02-10 | Filing | |
| $22.68 | 22,500 | $510,378.75 | 22,500 | 2025-02-07 | Filing | |
| $22.28 | 447 | $9,959.16 | 11,624 | 2025-02-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $32.06 | 2,386 | $76,495.16 | 131,004 | 2024-11-12 | Filing | |
| $32.06 | 3,671 | $117,692.26 | 133,390 | 2024-11-12 | Filing | |
| $33.06 | 80,738 | $2,669,359.76 | 70,081 | 2024-07-16 | Filing | |
| $31.17 | 13,300 | $414,561.00 | 150,819 | 2024-07-15 | Filing | |
| $30.73 | 13,462 | $413,687.26 | 164,119 | 2024-07-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,983,201 | $60,469,486 | 0% | |
| 2. | 1,756,558 | $35,605,432 | 0% | |
| 3. | 1,659,813 | $33,644,410 | 0% | |
| 4. | 1,111,450 | $22,529,092 | 0% | |
| 5. | 948,520 | $19,226,286 | 0% |