Beazer Homes USA, Inc.
DE ˙ DB ˙ US07556Q8814
€ 21,80 ↓ -0.40 (-1.80%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:BE4A / Beazer Homes USA, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership533,471 shares
Latest Disclosed Value $ 10,263,995
Morgan Stanley reports 12.38% decrease in ownership of BE4A / Beazer Homes USA, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 533,471 shares of Beazer Homes USA, Inc. (DE:BE4A) valued at $8,695,577 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 608,828 shares of Beazer Homes USA, Inc.. This represents a change in shares of -12.38% during the quarter. The current value of the position is $11,629,668 USD.

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)
2026-05-15 2026-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 533,471 -75,357 -12.38 10,264 -16.83 0.0006
2026-05-27 2025-12-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 608,828 -70,925 -10.43 12,341 -26.05 0.0007
2026-02-13 2025-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 608,828 -70,925 12,341 0.0007
2026-05-27 2025-09-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 679,753 339,583 99.83 16,688 119.31 0.0010
2025-11-14 2025-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 679,753 339,583 16,688 0.0010
2025-08-15 2025-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 340,170 -160,288 -32.03 7,610 -25.43 0.0005
2025-05-15 2025-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 500,458 34,711 7.45 10,204 -20.21 0.0007
2025-05-15 2024-12-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 465,747 -126,459 -21.35 12,789 -36.80 0.0009
2025-02-14 2024-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 465,747 -126,459 12,789 0.0009
2025-05-14 2024-09-30 13F/A-2 BEAZER HOMES USA COM NEW 07556Q881 592,206 74,377 14.36 20,236 42.21 0.0015
2025-02-14 2024-09-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 592,206 74,377 20,236 0.0015
2024-11-14 2024-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 592,206 74,377 20,236 0.0002
2025-05-14 2024-06-30 13F/A-2 BEAZER HOMES USA COM NEW 07556Q881 517,829 50,654 10.84 14,230 -7.14 0.0011
2024-10-17 2024-06-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 517,829 50,654 14,230 0.0011
2024-08-14 2024-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 517,829 50,654 14,230 0.0011
2024-10-17 2024-03-31 13F/A-2 BEAZER HOMES USA COM NEW 07556Q881 467,175 -93,441 -16.67 15,323 -19.11 0.0012
2024-08-16 2024-03-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 467,175 -93,441 15,323 0.0012
2024-05-15 2024-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 467,175 -93,441 15,323 0.0012
2024-08-16 2023-12-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 560,616 -195,397 -25.85 18,943 0.59 0.0017
2024-02-13 2023-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 560,616 -195,397 18,943 0.0017
2023-11-15 2023-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 756,013 242,243 47.15 18,832 29.57 0.0019
2023-08-14 2023-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 513,770 14,274 2.86 14,535 83.26 0.0014
2023-05-15 2023-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 499,496 116,857 30.54 7,932 62.45 0.0009
2023-02-14 2022-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 382,639 19,743 5.44 4,882 39.09 0.0006
2022-11-14 2022-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 362,896 122,209 50.78 3,510 20.78 0.0005
2022-10-27 2022-06-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 240,687 76,067 46.21 2,906 16.01 0.0004
2022-08-15 2022-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 240,687 76,067 2,906 0.0001
2022-10-27 2022-03-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 164,620 -50,641 -23.53 2,505 -49.89 0.0003
2022-05-13 2022-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 164,620 -50,641 2,505 0.0003
2022-02-14 2021-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 215,261 -57,593 -21.11 4,999 6.20 0.0006
2021-11-15 2021-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 272,854 31,090 12.86 4,707 0.94 0.0006
2021-08-23 2021-06-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 241,764 -117,317 -32.67 4,663 -37.93 0.0006
2021-08-16 2021-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 241,764 -117,317 4,663 0.0001
2021-05-17 2021-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 359,081 210,334 141.40 7,512 233.27 0.0011
2021-02-16 2020-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 148,747 90,829 156.82 2,254 194.64 0.0003
2020-11-13 2020-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 57,918 -138,130 -70.46 765 -61.25 0.0001
2020-08-14 2020-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 196,048 80,062 69.03 1,974 164.26 0.0004
2020-05-26 2020-03-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 115,986 10,633 10.09 747 -49.80 0.0002
2020-05-15 2020-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 115,986 10,633 747 57.3852
2020-02-14 2019-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 105,353 19,201 22.29 1,488 15.98 0.0003
2019-11-14 2019-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 86,152 -365,982 -80.95 1,283 -70.47 0.0003
2019-08-14 2019-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 452,134 -42,990 -8.68 4,345 -23.76 0.0012
2019-05-15 2019-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 495,124 60,446 13.91 5,699 38.29 0.0016
2019-02-14 2018-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 434,678 108,006 33.06 4,121 20.11 0.0012
2019-04-23 2018-09-30 13F/A-2 BEAZER HOMES USA COM NEW 07556Q881 326,672 -81,019 -19.87 3,431 -42.94 0.0009
2018-11-20 2018-09-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 326,672 0 3,431 0.0009
2018-11-14 2018-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 326,672 -81,019 3,431
2019-04-23 2018-06-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 407,691 -136,567 -25.09 6,013 -30.73 0.0016
2018-08-14 2018-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 407,691 -136,567 6,013
2019-04-23 2018-03-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 544,258 130,791 31.63 8,680 9.28 0.0024
2018-05-14 2018-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 544,258 130,791 8,680
2019-04-23 2017-12-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 413,467 -4,495 -1.08 7,943 1.40 0.0022
2018-02-14 2017-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 413,467 -4,495 7,943
2017-11-14 2017-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 417,962 286,425 217.75 7,833 334.20 0.0023
2017-08-11 2017-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 131,537 -144,454 -52.34 1,804 -46.12 0.0005
2017-05-22 2017-03-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 275,991 93,035 50.85 3,348 37.61 0.0010
2017-05-12 2017-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 275,991 3,348
2017-02-22 2016-12-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 182,956 85,206 87.17 2,433 113.42 0.0008
2017-02-13 2016-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 182,956 2,433
2016-11-10 2016-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 97,750 17,074 21.16 1,140 82.40 0.0004
2016-08-12 2016-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 80,676 -11,369 -12.35 625 -22.17 0.0002
2016-05-12 2016-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 92,045 -409,372 -81.64 803 -86.06 0.0003
2016-02-09 2015-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 501,417 233,851 87.40 5,761 61.55 0.0021
2016-02-08 2015-09-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 267,566 213,308 393.14 3,566 229.27 0.0013
2015-11-09 2015-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 267,566 3,566
2015-08-12 2015-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 54,258 33,846 165.81 1,083 200.00 0.0004
2015-05-14 2015-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 20,412 -34,072 -62.54 361 -65.78 0.0001
2015-02-13 2014-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 54,484 -132,464 -70.86 1,055 -66.37 0.0004
2014-12-16 2014-09-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 186,948 46,251 32.87 3,137 6.27 0.0012
2014-11-14 2014-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 186,948 3,137
2014-08-12 2014-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 140,697 26,871 23.61 2,952 29.13 0.0050
2014-05-13 2014-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 113,826 -17,425 -13.28 2,286 -28.70 0.0010
2014-02-13 2013-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 131,251 -4,040 -2.99 3,206 31.66 0.0014
2014-02-13 2013-12-31 13F BEAZER HOMES USA UNIT 99/99/9999 07556Q709 57,500 0 2,137 0.0009
2013-11-13 2013-09-30 13F BEAZER HOMES USA INC COM ST COM 07556Q881 135,291 -8,380 -5.83 2,435 -3.26 0.0012
2013-11-13 2013-09-30 13F BEAZER HOMES USA INC CONV P PREFERRED 07556Q709 57,500 -15,000 1,679 0.0008
2013-08-08 2013-06-30 13F BEAZER HOMES USA INC COM ST COM 07556Q881 143,671 143,671 2,517 0.0013
2013-08-08 2013-06-30 13F BEAZER HOMES USA INC CONV P PREFERRED 07556Q709 72,500 15,000 2,096 0.0011
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.