Beazer Homes USA, Inc. (NYSE:BZH) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, and welcome to the Beazer Homes Earnings Conference Call for the Fourth Fiscal Quarter and Full Year Ended September 30, 2025.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Donald Smith & Co., Inc. Richard Greenberg And Jon Hartsel | 3,029,072 | $74,363,718 | -3% | 1.48% |
| 2. | Mill Road Capital Management Thomas E. Lynch | 814,474 | $19,995,337 | -1% | 10.41% |
| 3. | Lakewood Capital Management Anthony Bozza | 701,006 | $17,209,697 | 1.3% | |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 695,937 | $17,085,253 | +4% | 0.03% |
| 5. | Nokomis Capital Brett Hendrickson | 469,522 | $11,526,765 | -7% | 3.07% |
| 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. | 226,946 | $4,600,195 | 0.14% | |
| 2. | 142,287 | $2,884,157 | 0% | |
| 3. | 79,454 | $1,610,533 | 0.2% | |
| 4. | 78,511 | $1,591,418 | 0% | |
| 5. | 70,284 | $1,424,657 | 0.55% |