Beazer Homes USA BZH
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: −$44.24M (10 inflow days, 10 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 38.8% of shares outstanding.
Largest holders
By investor type
Reported short interest has risen from 9.72% to 11.07% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Water Island Capital, LLC | Mutual Fund | 2026/Q3 | +40,628 | 0.2% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +71,291 | 0.3% |
| Boothbay Fund Management, LLC | Hedge Fund | 2026/Q3 | +900,000 | 3.5% |
| Cooper Creek Partners Management LLC | Hedge Fund | 2026/Q3 | +711,032 | 2.8% |
| TIG Advisors, LLC | Hedge Fund | 2026/Q3 | +296,510 | 1.2% |
| Governors Lane LP | Hedge Fund | 2026/Q3 | +217,362 | 0.8% |
| Slotnik Capital, LLC | Hedge Fund | 2026/Q3 | +155,000 | 0.6% |
| Tudor Investment Corporation | Hedge Fund | 2026/Q3 | +113,520 | 0.4% |
| Saba Capital Management, L.P. | Hedge Fund | 2026/Q3 | +98,452 | 0.4% |
| Harvest Management, L.L.C. | Hedge Fund | 2026/Q3 | +80,000 | 0.3% |
| Hudson River Trading LLC | Private Company | 2026/Q3 | +77,057 | 0.4% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +76,846 | 1.5% |
| Aristeia Capital, LLC | Hedge Fund | 2026/Q3 | +72,500 | 0.3% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +72,216 | 0.9% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +55,214 | 1.4% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 31 Jul 2026 | Michael Dunn | Senior VP, General Counsel and Corporate Secretary | Sale to Issuer | -328 | $32.10 | 22,557 |
| 3 Feb 2026 | Danny Shepherd | Former Independent Director | Other Acquisition | +500 | – | 92,419 |
| 7 Dec 2025 | Howard Heckes | Independent Director | Other Acquisition | +5,988 | – | 5,988 |
| 19 Nov 2025 | Allan Merrill | Chairperson & CEO | Sale to Issuer | -5,349 | $19.92 | 1,385,656 |
| 19 Nov 2025 | David Goldberg | Chief Financial Officer | Sale to Issuer | -2,164 | $19.92 | 185,366 |
| 19 Nov 2025 | Pei Sun | Sale to Issuer | -76 | $19.92 | 24,491 | |
| 19 Nov 2025 | Michael Dunn | Senior VP, General Counsel and Corporate Secretary | Sale to Issuer | -73 | $19.92 | 22,885 |
| 16 Nov 2025 | Christopher Winkle | Independent Director | Other Acquisition | +7,199 | – | 75,673 |
| 16 Nov 2025 | John Kelley | Independent Director | Other Acquisition | +7,199 | – | 23,116 |
| 16 Nov 2025 | Norma Provencio | Lead Independent Director | Other Acquisition | +7,199 | – | 115,988 |
| 16 Nov 2025 | Peter Orser | Independent Director | Other Acquisition | +7,199 | – | 85,523 |
| 16 Nov 2025 | Lloyd Johnson | Independent Director | Other Acquisition | +7,199 | – | 86,829 |
| 16 Nov 2025 | Alyssa Steele | Independent Director | Other Acquisition | +7,199 | – | 16,141 |
| 16 Nov 2025 | June Sauvaget | Independent Director | Other Acquisition | +7,199 | – | 16,141 |
| 16 Nov 2025 | Allan Merrill | Chairperson & CEO | Other Acquisition | +176,935 | – | 1,391,005 |
| 16 Nov 2025 | David Goldberg | Chief Financial Officer | Other Acquisition | +62,473 | – | 187,530 |
| 16 Nov 2025 | Pei Sun | Other Acquisition | +2,324 | – | 24,567 | |
| 16 Nov 2025 | Michael Dunn | Senior VP, General Counsel and Corporate Secretary | Other Acquisition | +12,466 | – | 22,958 |
| 13 Nov 2025 | Allan Merrill | Chairperson & CEO | Sale to Issuer | -52,131 | $21.85 | 1,391,005 |
| 13 Nov 2025 | David Goldberg | Chief Financial Officer | Sale to Issuer | -13,222 | $21.85 | 187,530 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 2,954,323 | 11.1% | 1.8 |
| 30 Sep 2026 | 2,258,755 | 8.5% | 3.1 |
| 15 Sep 2026 | 1,993,917 | 7.5% | 2.7 |
| 31 Aug 2026 | 2,150,723 | 8.1% | 4.0 |
| 14 Aug 2026 | 2,141,539 | 8.0% | 1.5 |
| 31 Jul 2026 | 2,656,925 | 9.7% | 8.9 |
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