SEC 13F Intelligence

Brightline Capital Management, LLC / BZH

Brightline Capital Management, LLC’s Beazer Homes USA Inc Position

Does Brightline Capital Management, LLC own Beazer Homes USA Inc (BZH)? Not currently — the last reported position was 100.0K shares worth $3M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
100.0K
% of Portfolio
+1.44%
Quarters Held
4
position exited

Position History BZH

Reported value by quarter
Q4 ’23: $10MQ4 ’23Q1 ’24: $16MQ1 ’24Q2 ’24: $13MQ2 ’24Q3 ’24: $3MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024100.0K$3M+1.44%
Q2 2024488.0K$13M+6.66%
Q1 2024486.0K$16M+9.59%
Q4 2023300.0K$10M+11.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brightline Capital Management, LLC’s full portfolio or all institutional holders of BZH.