← Top Holdings

BZHBEAZER HOMES USA INC

CUSIP: 07556Q881

2

Guru Owners

$58.4M

Total Value Held

3.0M

Total Shares

$57.5M
1.03%
$972K
0.08%

📊 Fundamentals

Market Cap$856.9M
Forward P/E18.4x
EPS (TTM)$-0.18
Revenue (TTM)$2.1B
Profit Margin-0.18%
Beta2.18

52-Week Range

$17.83
$31.64

Current: $31.35

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$26.8M$53.5M$80.3M$107.0MQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $58.4M
REDUCEDFirst Eagle$57.5M
INCREASEDTweedy Browne$972K
Q4 '252 owners · $61.8M
REDUCEDFirst Eagle$61.1M
INCREASEDTweedy Browne$646K
Q3 '252 owners · $75.0M
REDUCEDFirst Eagle$74.4M
INCREASEDTweedy Browne$671K
Q2 '252 owners · $69.8M
REDUCEDFirst Eagle$69.5M
Q1 '251 owners · $63.7M
INCREASEDFirst Eagle$63.7M
Q4 '241 owners · $85.7M
REDUCEDFirst Eagle$85.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
18%analyst est. 17.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -3.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data