← Top Holdings
BZHBEAZER HOMES USA INC
CUSIP: 07556Q881
2
Guru Owners
$61.8M
Total Value Held
3.0M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| First Eagle Investment Management | 3014788 | $61.1M | 1.14% | $20.27 | Q4 2025 | |
| Tweedy Browne Company | 31872 | $646K | 0.05% | $20.27 | Q4 2025 |
📊 Fundamentals
Market Cap$665.4M
P/E Ratio77.8x
Above market avg
Forward P/E7.5x
P/FCF162.5x
EPS (TTM)$0.29
Revenue (TTM)$2.3B
Profit Margin0.43%
Beta2.22
52-Week Range
$18.24
$28.33
Current: $22.55
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 77.8x trailing earnings → 7.5x forward · 0.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $61.8M
Q3 '252 owners · $75.0M
Q2 '252 owners · $69.8M
Q1 '251 owners · $63.7M
Q4 '241 owners · $85.7M
Q3 '241 owners · $107.0M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
13%analyst est. 12.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 0.2%
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