Position
Fidelity in Beazer Homes Usa Inc
Back to the book · All holders of BZH
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $53K$19.24 → $28.05
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 6.11K | $123.8K | — | — | — | 0.0% |
| Q1 2026 | 6.02K | $115.7K | $19.24 | −$6.21K | −$1.89K | 0.0% |
| Q2 2026 | 6.91K | $193.8K | $28.05 | $53K | $25K | 0.0% |