Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Beazer Homes USA, Inc. (BZH)
← All BZH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 694,671 0.02 Reduce 0.96% <0.01 $18.58–28.33 · VW $22.84i $13,365,470 SEC
2025   Q4 701,437 0.03 Add 0.79% <0.01 $19.27–25.56 · VW $22.09i $14,218,128 SEC
2025   Q3 695,937 0.03 Add 3.08% <0.01 $20.80–27.29 · VW $24.49i $17,085,253 SEC
2025   Q2 675,175 0.03 Reduce 2.88% <0.01 $17.37–24.05 · VW $20.77i $15,103,664 SEC
2025   Q1 695,175 0.03 Add 13.56% <0.01 $19.80–29.30 · VW $22.75i $14,174,619 SEC
2024   Q4 612,158 0.04 Add 9.09% <0.01 $26.97–38.22 · VW $32.26i $16,809,859 SEC
2024   Q3 561,131 0.04 Add 22.08% <0.01 $25.58–35.20 · VW $31.42i $19,173,846 SEC
2024   Q2 459,645 0.03 Add 27.79% <0.01 $25.48–33.12 · VW $28.43i $12,631,045 SEC
2024   Q1 359,686 0.03 Add 53.33% 0.01 $27.42–33.47 · VW $31.27i $11,797,701 SEC
2023   Q4 234,586 0.02 Add 15.74% <0.01 $22.03–34.45 · VW $27.47i $7,926,661 SEC
2023   Q3 202,692 0.01 Reduce 49.37% 0.01 $24.37–35.93 · VW $29.91i $5,049,058 SEC
2023   Q2 400,343 0.03 Reduce 14.17% <0.01 $15.47–28.50 · VW $22.05i $11,325,704 SEC
2023   Q1 466,443 0.02 Add 52.00% <0.01 $12.89–17.64 · VW $15.32i $7,407,115 SEC
2022   Q4 306,874 0.01 Add 29.79% <0.01 $9.47–14.83 · VW $12.05i $3,915,712 SEC
2022   Q3 236,431 0.01 Add 18.99% <0.01 $9.65–16.39 · VW $13.03i $2,286,000 SEC
2022   Q2 198,696 0.01 Add 61.90% <0.01 $10.09–16.77 · VW $14.34i $2,398,000 SEC
2022   Q1 122,724 <0.01 Add 207.12% <0.01 $14.38–23.65 · VW $17.55i $1,868,000 SEC
2021   Q4 39,959 <0.01 Add 97.82% <0.01 $16.43–23.97 · VW $20.24i $928,000 SEC
2021   Q3 20,200 <0.01 Buy <0.01 $15.95–20.05 · VW $18.10i $348,000 SEC
Price snapshot:
Current price$31.49
Avg. buy price$25.03
+/- since buy25.82%
52-week low$17.83
52-week high$32.41