Beazer Homes USA, Inc.
US ˙ NYSE ˙ US07556Q8814

SecurityBZH / Beazer Homes USA, Inc.
InstitutionDonald Smith & Co., Inc.
Latest Disclosed Ownership2,986,562 shares
Ownership 10.40%
Donald Smith & Co., Inc. ownership in BZH / Beazer Homes USA, Inc.

2026-05-13 - Donald Smith & Co., Inc. has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,986,562 shares of Beazer Homes USA, Inc. (US:BZH). This represents 10.4 percent ownership of the company. In their previous filing dated 2026-02-12 , Donald Smith & Co., Inc. had reported owning 3,014,788 shares, indicating a decrease of -0.94 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-05-13 2026-05-13 13G 3,014,788 2,986,562 -0.94 10.40 0.00
2026-02-12 2026-02-12 13G 3,029,072 3,014,788 -0.47 10.40 0.00
2025-11-12 2025-11-12 13G 3,106,887 3,029,072 -2.50 10.40 0.97
2025-08-13 2025-08-13 13G 3,122,510 3,106,887 -0.50 10.30 3.00
2025-05-13 2025-05-13 13G 3,119,483 3,122,510 0.10 10.00 -0.99
2025-02-13 2025-02-13 13G 3,132,427 3,119,483 -0.41 10.10 -15.83
2024-10-25 2024-10-25 13G 2,586,642 3,132,427 21.10 12.00 45.28
2024-02-05 2024-02-05 13G 1,655,473 2,586,642 56.25 8.26 54.10
2023-02-09 2023-02-09 13G 1,217,432 1,655,473 35.98 5.36 37.79
2022-02-07 2022-02-07 13G 2,179,200 1,217,432 -44.13 3.89 -44.67
2021-02-11 2021-02-11 13G 2,348,625 2,179,200 -7.21 7.03 -7.50
2020-02-10 2020-02-10 13G 3,001,447 2,348,625 -21.75 7.60 -18.63
2019-03-26 2019-03-26 13G/A 3,374,475 3,001,447 -11.05 9.34 -22.17
2019-02-08 2019-02-08 13G 3,374,475 12.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BEAZER HOMES USA COM 07556Q881 2,986,562 -28,226 -0.94 57,461 -5.97 1.0339
2026-02-11 2025-12-31 13F BEAZER HOMES USA COM 07556Q881 3,014,788 -14,284 -0.47 61,110 -17.82 1.1447
2025-11-13 2025-09-30 13F BEAZER HOMES USA COM 07556Q881 3,029,072 -77,815 -2.50 74,364 7.00 1.4829
2025-08-13 2025-06-30 13F BEAZER HOMES USA COM 07556Q881 3,106,887 -15,623 -0.50 69,501 9.16 1.6359
2025-05-12 2025-03-31 13F BEAZER HOMES USA COM 07556Q881 3,122,510 3,027 0.10 63,668 -25.68 1.5586
2025-02-12 2024-12-31 13F BEAZER HOMES USA COM 07556Q881 3,119,483 -12,944 -0.41 85,661 -19.97 2.0481
2024-10-25 2024-09-30 13F BEAZER HOMES USA COM 07556Q881 3,132,427 45,553 1.48 107,035 26.18 2.5256
2024-08-09 2024-06-30 13F BEAZER HOMES USA COM 07556Q881 3,086,874 143,663 4.88 84,827 -12.13 2.1624
2024-05-10 2024-03-31 13F BEAZER HOMES USA COM 07556Q881 2,943,211 356,569 13.79 96,537 10.45 2.2443
2024-02-05 2023-12-31 13F BEAZER HOMES USA COM 07556Q881 2,586,642 958,814 58.90 87,403 115.55 2.2417
2023-11-13 2023-09-30 13F BEAZER HOMES USA COM 07556Q881 1,627,828 -32,953 -1.98 40,549 -13.69 1.3943
2023-08-10 2023-06-30 13F BEAZER HOMES USA COM 07556Q881 1,660,781 13,383 0.81 46,983 79.60 1.6168
2023-05-17 2023-03-31 13F BEAZER HOMES USA COM 07556Q881 1,647,398 -7,775 -0.47 26,161 23.86 0.9642
2023-02-09 2022-12-31 13F BEAZER HOMES USA COM 07556Q881 1,655,173 450 0.03 21,120 31.99 0.8264
2022-11-04 2022-09-30 13F BEAZER HOMES USA COM 07556Q881 1,654,723 -20,609 -1.23 16,001 -20.87 0.7133
2022-08-12 2022-06-30 13F BEAZER HOMES USA COM 07556Q881 1,675,332 194,358 13.12 20,221 -10.29 0.9102
2022-05-09 2022-03-31 13F BEAZER HOMES USA COM 07556Q881 1,480,974 263,542 21.65 22,540 -20.27 0.8188
2022-02-07 2021-12-31 13F BEAZER HOMES USA COM 07556Q881 1,217,432 3,586 0.30 28,269 35.01 1.0008
2021-11-12 2021-09-30 13F BEAZER HOMES USA COM 07556Q881 1,213,846 2,064 0.17 20,939 -10.42 0.7988
2021-08-10 2021-06-30 13F BEAZER HOMES USA COM 07556Q881 1,211,782 -365,375 -23.17 23,375 -29.15 0.9093
2021-05-10 2021-03-31 13F BEAZER HOMES USA COM 07556Q881 1,577,157 -602,043 -27.63 32,994 -0.06 1.2826
2021-02-10 2020-12-31 13F BEAZER HOMES USA COM 07556Q881 2,179,200 -149,014 -6.40 33,015 7.43 1.4237
2020-11-05 2020-09-30 13F BEAZER HOMES USA COM 07556Q881 2,328,214 -591,828 -20.27 30,732 4.51 1.5985
2020-08-13 2020-06-30 13F BEAZER HOMES USA COM 07556Q881 2,920,042 305,357 11.68 29,405 74.62 1.4484
2020-05-11 2020-03-31 13F BEAZER HOMES USA COM 07556Q881 2,614,685 266,060 11.33 16,839 -49.26 1.0075
2020-02-10 2019-12-31 13F BEAZER HOMES USA COM 07556Q881 2,348,625 -337,642 -12.57 33,186 -17.09 1.2121
2019-11-01 2019-09-30 13F BEAZER HOMES USA COM 07556Q881 2,686,267 -862 -0.03 40,025 55.00 1.5285
2019-08-12 2019-06-30 13F BEAZER HOMES USA COM 07556Q881 2,687,129 -333,801 -11.05 25,823 -25.73 1.0284
2019-05-10 2019-03-31 13F BEAZER HOMES USA COM 07556Q881 3,020,930 -353,545 -10.48 34,771 8.69 1.3323
2019-02-08 2018-12-31 13F BEAZER HOMES USA COM 07556Q881 3,374,475 373,441 12.44 31,990 1.52 1.1767
2018-11-09 2018-09-30 13F BEAZER HOMES USA COM 07556Q881 3,001,034 861,966 40.30 31,511 -0.13 0.9825
2018-08-09 2018-06-30 13F BEAZER HOMES USA COM 07556Q881 2,139,068 342,001 19.03 31,551 10.08 0.9121
2018-05-03 2018-03-31 13F BEAZER HOMES USA COM 07556Q881 1,797,067 1,173,771 188.32 28,663 139.38 0.7655
2018-02-13 2017-12-31 13F BEAZER HOMES USA COM 07556Q881 623,296 623,296 11,974 0.2894
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.