SEC 13F Intelligence

Timelo Investment Management Inc. / BZH

Timelo Investment Management Inc.’s Beazer Homes USA Inc Position

Does Timelo Investment Management Inc. own Beazer Homes USA Inc (BZH)? Not currently — the last reported position was 85.7K shares worth $2M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2023
Shares
85.7K
% of Portfolio
+1.67%
Quarters Held
7
position exited

Position History BZH

Reported value by quarter
Q4 ’21: $9MQ4 ’21Q1 ’22: $11MQ1 ’22Q2 ’22: $8MQ2 ’22Q3 ’22: $5MQ3 ’22Q4 ’22: $7MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202385.7K$2M+1.67%
Q1 2023182.6K$3M+2.85%
Q4 2022553.1K$7M+5.21%
Q3 2022535.3K$5M+5.98%
Q2 2022693.3K$8M+7.61%
Q1 2022743.3K$11M+8.23%
Q4 2021374.5K$9M+4.66%

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