[SCHEDULE 13G] BEAZER HOMES USA INC Passive Investment Disclosure (>5%)
Donald Smith & Co. holds 10.3% of Beazer Homes
Beazer Homes USA Inc. has a significant shareholder, Donald Smith & Co., Inc., which reports beneficial ownership of 2,814,181 common shares of the company, representing 10.30% of the outstanding common stock.
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Beazer Homes USA Inc. has a significant shareholder, Donald Smith & Co., Inc., which reports beneficial ownership of 2,814,181 common shares of the company, representing 10.30% of the outstanding common stock. The firm is a Delaware corporation acting as an investment adviser.
Donald Smith & Co., Inc. and related parties report sole voting power over 2,726,0 0 0+ shares across accounts, including 2,686,648 for Donald Smith & Co., Inc. itself and additional smaller holdings for DSCO Value Fund, L.P., Jon Hartsel, John Piermont, and Kamal Shah. They also report sole dispositive power over 2,814,181 shares, with no shared voting or dispositive power. The economic benefits of dividends and sale proceeds are allocated to underlying institutional and other clients, none of which individually owns more than five percent of Beazer’s common stock.
Key Figures
Beneficial ownership:2,814,181 sharesPercent of class:10.30%Sole voting power - Donald Smith & Co., Inc.:2,686,648 shares+3 more
6 metrics
Beneficial ownership2,814,181 sharesCommon stock beneficially owned by Donald Smith & Co., Inc. and related parties
Percent of class10.30%Percentage of Beazer Homes common stock beneficially owned
Sole voting power - Donald Smith & Co., Inc.2,686,648 sharesShares of Beazer Homes over which Donald Smith & Co., Inc. has sole voting power
Sole voting power - DSCO Value Fund, L.P.27,933 sharesShares with sole voting power reported by DSCO Value Fund, L.P.
Sole dispositive power - total2,814,181 sharesTotal Beazer Homes shares over which reporting persons have sole dispositive power
CUSIP07556Q881CUSIP number for Beazer Homes USA Inc. common stock
Key Terms
beneficially owned, sole voting power, sole dispositive power, investment advisor, +1 more
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting powerfinancial
"Number of shares as to which the person has | (i) Sole power to vote"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive powerfinancial
"(iii) Sole power to dispose or to direct the disposition of"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
investment advisorfinancial
"clients which Donald Smith & Co., Inc. serves as investment advisor"
An investment advisor is a person or firm that provides personalized guidance on buying, selling and managing investments and often oversees client portfolios for a fee. For investors this matters because the advisor shapes risk, costs and long-term returns, and is typically required by law to act in the client’s best interests — think of them as a financial coach or GPS that helps navigate choices and avoid costly detours.
Schedule 13Gregulatory
"If a group has filed this schedule pursuant to 1(c) or 1(d)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What percentage of Beazer Homes (BZH) does Donald Smith & Co., Inc. own?
Donald Smith & Co., Inc. reports beneficial ownership of 2,814,181 Beazer Homes common shares, representing 10.30% of the outstanding class. This stake makes it a major institutional holder with significant voting and dispositive power over these shares.
How many Beazer Homes (BZH) shares are under Donald Smith & Co., Inc.’s sole voting power?
Donald Smith & Co., Inc. has sole voting power over 2,686,648 Beazer Homes shares. Additional sole voting power is reported for DSCO Value Fund, L.P. and several individuals, bringing total reported beneficial ownership to 2,814,181 shares of common stock.
What is the nature of Donald Smith & Co., Inc.’s ownership in Beazer Homes (BZH)?
The filing shows beneficial ownership of 2,814,181 Beazer Homes shares with 10.30% of the class, held in client accounts. Donald Smith & Co., Inc. acts as investment adviser, with clients retaining rights to dividends and sale proceeds.
Do any individual clients of Donald Smith & Co., Inc. own over 5% of Beazer Homes (BZH)?
According to the disclosure, no single client owns more than 5% of Beazer Homes’ common stock. Dividends and sale proceeds are received by the underlying advisory clients or their custodians, not by Donald Smith & Co., Inc. itself.
Who are the reporting persons in the Beazer Homes (BZH) Schedule 13G?
The Schedule 13G lists Donald Smith & Co., Inc., DSCO Value Fund, L.P., and individuals Jon Hartsel, John Piermont, and Kamal Shah. Each reports sole voting and dispositive power over their respective Beazer Homes share positions.
Address or principal business office or, if none, residence:
152 West 57th Street, 29th Floor
New York, NY 10019
(c)
Citizenship:
A Delaware Corporation
(d)
Title of class of securities:
Common
(e)
CUSIP Number(s):
07556Q881
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
2,814,181
(b)
Percent of class:
10.30%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Donald Smith & Co., Inc. 2,686,648
DSCO Value Fund, L.P. 27,933
Jon Harsel 11,450
John Piermont 9,250
Kamal Shah 700
(ii) Shared power to vote or to direct the vote:
SEE ITEM 6
(iii) Sole power to dispose or to direct the disposition of:
Donald Smith & Co., Inc. 2,764,848
DSCO Value Fund, L.P. 27,933
Jon Harsel 11,450
John Piermont 9,250
Kamal Shah 700
(iv) Shared power to dispose or to direct the disposition of:
SEE ITEM 6
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
1. Donald Smith & Co., Inc. does not serve as custodian of the assets of any of its clients; accordingly, in each instance only the client or the client?s custodian or trustee bank has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. The ultimate power to direct the receipt of dividends paid with respect to, and the proceeds from the sale of, such securities, is vested in the institutional clients which Donald Smith & Co., Inc. serves as investment advisor. Any and all discretionary authority which has been delegated to Donald Smith & Co., Inc. may be revoked in whole or in part at any time. To the knowledge of Donald Smith & Co., Inc., with respect to all securities reported in this schedule owned by advisory clients of Donald Smith & Co., Inc., not more than 5% of the class of such securities is owned by any one client. 2. With respect to the remaining securities owned, various persons have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Common Stock of Beazer Homes USA Inc. No one person?s interest in the Common Stock of Beazer Homes USA Inc. is more than five percent of the total outstanding Common Stock.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
Donald Smith & Co., Inc. IA
DSCO Value Fund, L.P. PN
Jon Hartsel IN
John Piermont IN
Kamal Shah IN
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
