Stock ownership · SEC 13F · Q3 2025

BEAZER HOMES USA INC

Institutional ownership of BEAZER HOMES USA INC (CUSIP 07556Q881) - who holds it, how concentrated it is, and what moved last quarter.

$2.7M
Reported value
4
Institutions
100%
Top-5 share

The verdict

4 institutions report $2.7M of BEAZER HOMES USA INC positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

4
institutions hold it
$2.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 07556Q881 · Q3 2025 $3M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $2.7M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - BEAZER HOMES USA INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of BEAZER HOMES USA INC
  1. 1
  2. 2
  3. 3
  4. 4

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a BEAZER HOMES USA INC position has risen from 1 to 4 over the last 7 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 4
Distinct 13F filers holding BEAZER HOMES USA INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Penn Capital Management Company, LLC 61,901 $1.5M 56.8%
2 Tweedy, Browne Co LLC 27,336 $671K 25.1%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 19,296 $474K 17.7%
4 CIBC Private Wealth Group LLC 485 $12K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BEAZER HOMES USA INC's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
82.3%
Shared-defined discretion (DFND)
17.7%

Latest Quarter Activity · Q3 2025

Frequently Asked Questions

How many institutions hold BEAZER HOMES USA INC?
BEAZER HOMES USA INC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of BEAZER HOMES USA INC?
Institutions report $2.7M of BEAZER HOMES USA INC as of Q3 2025.
How concentrated is ownership of BEAZER HOMES USA INC?
The top five institutional holders account for 100% of the reported institutional value in BEAZER HOMES USA INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of BEAZER HOMES USA INC?
Penn Capital Management Company, LLC is the largest reported holder of BEAZER HOMES USA INC with $1.5M across 61,901 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.