Smart Money · Holder IQ
61.9 / 100
Above median holder quality (percentile 79 this quarter). Tracked high-scoring holdings are broadly steady.
BZH
Beazer Homes USA IncNYSE
$33.48+0.09%
Close Oct 19, 2026
Reading stored signals…
Consumer Cyclical • Residential Construction
Company Quality Grade
Per-share book value with reinvested dividends, and the steadiness of its 40-quarter trend.
As of · Window to
Historical book-value growth with dividends
- Book with dividends · annual growth
- 8.0%
- Consistency of fitted trend · R²
- 0.839
- Recent / whole-window slope
- 0.69×
- BZH
- Whole-window fit
- Recent 12-quarter fit
- IBP
Peers: same industry, any size · 1 qualifying series. Each starts at 100 on its own fiscal dates.
Quarterly chart values · 41 observations
· 100 indexed · 19.4 per share
· 100.3 indexed · 19.4 per share
· 98.9 indexed · 19.2 per share
· 98.1 indexed · 19 per share
· 99.6 indexed · 19.3 per share
· 105 indexed · 20.4 per share
· 84.9 indexed · 16.5 per share
· 87 indexed · 16.9 per share
· 89.2 indexed · 17.3 per share
· 99.1 indexed · 19.2 per share
· 100.3 indexed · 19.4 per share
· 85.2 indexed · 16.5 per share
· 88.7 indexed · 17.2 per share
· 89.8 indexed · 17.4 per share
· 88.6 indexed · 17.2 per share
· 91 indexed · 17.6 per share
· 93.8 indexed · 18.2 per share
· 98.7 indexed · 19.1 per share
· 100 indexed · 19.4 per share
· 104.5 indexed · 20.3 per share
· 111 indexed · 21.5 per share
· 119.5 indexed · 23.2 per share
· 123.8 indexed · 24 per share
· 131.6 indexed · 25.5 per share
· 141.2 indexed · 27.4 per share
· 156.9 indexed · 30.4 per share
· 158.4 indexed · 30.7 per share
· 164.4 indexed · 31.9 per share
· 172 indexed · 33.3 per share
· 181.4 indexed · 35.2 per share
· 183.4 indexed · 35.6 per share
· 189.9 indexed · 36.8 per share
· 195.5 indexed · 37.9 per share
· 204.7 indexed · 39.7 per share
· 204 indexed · 39.6 per share
· 209 indexed · 40.5 per share
· 211.2 indexed · 40.9 per share
· 216.4 indexed · 42 per share
· 209.8 indexed · 40.7 per share
· 213.2 indexed · 41.3 per share
· 216.5 indexed · 42 per share
IBP · 2016-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:e18831f821586834100f6d34f026d351a7d2fc8445cf20f74ff2b9574a229052
Basis: total common book, used as the fallback basis for the whole window. Dividends are reinvested at book value.
No decline detected by the published slope-ratio test.
Method, filing sources and publication receipt
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (41 in this window): 0000915840-16-000112; 0000915840-16-000135; 0000915840-17-000008. The links show up to three of the input filings.
Method notes: An additional method qualification is recorded in the publication receipt. An additional method qualification is recorded in the publication receipt. Going-concern audit wording was not evaluated. Missing dividend facts were treated as zero by the published method. Enforcement findings use records naming the issuer. Share values were adjusted for stock splits. The history contains a large unexplained tangible-book decline.
- Parameters
- pg-g2-params.v36
- Plane
- sha256:b08311b44a364243079bd02d05184590ce1b4a8cecae5ac54eb47e6d8d100282
- Grade row SHA-256
- sha256:4e5c2f33b4c6407c59ebac5d5fc4f697e5f1fa2152f856f7720570a04e58c7df
- Manifest SHA-256
- sha256:a759396dbafa0c13c8b128c70452c491b5de054e46821a357c30bd15b13ce27f
- Engine SHA-256
- sha256:59cafdcf1cf34b8d7549562af91a81cf1204405ccf03224493f1228e71293258
- Hand-check receipt SHA-256
- sha256:1eb90c6040524e68ca2ed0a0feab58b3e77fa52586a2872887a9be00ed2a52b7
People-network credibilityUncalibrated
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
Show all 13 reporting owners
- Michael Anthony DunnSVP, GC and Corp Secretary — as filedRED 0 · GREEN 0 · Net 0
- David I. GoldbergSVP, Chief Financial Officer — as filedRED 0 · GREEN 0 · Net 0
- Howard C. HeckesDirector — as filedRED 0 · GREEN 0 · Net 0
- Lloyd Emerson JohnsonDirector — as filedRED 0 · GREEN 0 · Net 0
- John J. Kelley IIIDirector — as filedRED 0 · GREEN 0 · Net 0
- Allan P. MerrillChairman, President and CEO · Director — as filedRED 0 · GREEN 0 · Net 0
- Peter M. OrserDirector — as filedRED 0 · GREEN 0.000001 · Net 0.000001
- Norma Ann ProvencioDirector — as filedRED 0 · GREEN 0 · Net 0
- June SauvagetDirector — as filedRED 0 · GREEN 0 · Net 0
- Danny R. ShepherdDirector — as filedRED 0.000001 · GREEN 0.000001 · Net 0
- Alyssa P. SteeleDirector — as filedRED 0 · GREEN 0 · Net 0
- Pei SunVP & Chief Accounting Officer — as filedRED 0 · GREEN 0 · Net 0
- C. Christian WinkleDirector — as filedRED 0 · GREEN 0 · Net 0
How this is measured
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 13 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0.000001; highest GREEN: 0.000001.
- Issuer CIK
- 0000915840
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 13, 2026; a new publication can take up to six hours to appear here
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.raw-uncalibrated.v1
- Population identity
- sha256:733e7e30f755f296f1d478ccb2c8674cb0adf04ebbe89319e08bc8255dddb9c5
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Michael Anthony Dunn · SEC CIK 0002032847
Read the Form 4 filed Aug 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 7a5a1c2d98f673443904116857616385ff860c3b0c32887417695344fad95b6e
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David I. Goldberg · SEC CIK 0001832319
Read the Form 4 filed Nov 21, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c93d48c4030d47b963329e9dbe48492c6bdac8b1b16e1cb7cc16673b58dda2f0
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Howard C. Heckes · SEC CIK 0001635164
Read the Form 4 filed Dec 9, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f4757e4400ace99f94f0540d4bebac3934367270c1bdb5af72be84bd74ec46d5
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Lloyd Emerson Johnson · SEC CIK 0001708823
Read the Form 4 filed Nov 18, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6a5916fa359db07fce8240d4cd00f2aba58f948f0e5dde49d8238a2401ff08a5
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
John J. Kelley III · SEC CIK 0001562224
Read the Form 4 filed Nov 18, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b3baf30a2dc6496c7519ab817585e82b05be14e652acc7276fdc10d832cd43a4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Allan P. Merrill · SEC CIK 0001239441
Read the Form 4 filed Nov 21, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: a2a27a049450f21379a8218c8ef9d9765659d3c8d34c1833da7c4cdad9c0c8c1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Peter M. Orser · SEC CIK 0001502685
Read the Form 4 filed Nov 18, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.020001; net -0.039999 to 0.040001.
Score identity: 38d4e7422fa448c4e176be4d6570438982468b6c06b0fd040ee1d6cf8ac97ecd
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Norma Ann Provencio · SEC CIK 0001343811
Read the Form 4 filed Nov 18, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 37f72a7efa4f273b4debbb2644286ba9dc8bacbe331e9b664fb9dd35040555e4
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
June Sauvaget · SEC CIK 0001952769
Read the Form 4 filed Nov 18, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 29425dbff8cee8792b1acf2b973f2b68155ef1b21918cb391d3e5a7549cd1f40
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Danny R. Shepherd · SEC CIK 0001082779
Read the Form 4 filed Feb 5, 2026Published intervals: RED 0 to 0.020001; GREEN 0 to 0.020001; net -0.04 to 0.04.
Score identity: 4fe0084452a240340f267dd801359afb414b97eb640f27d26208d232916cf68b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Alyssa P. Steele · SEC CIK 0002006087
Read the Form 4 filed Nov 18, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c34aecaae17d9f85f753135c12441a204b4a8175f0269ba4036ed6e8defe326b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Pei Sun · SEC CIK 0001834227
Read the Form 4 filed Nov 21, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5ba6c332acda82d6ffba994d8d15e498247f8cb6444915d018da69c46d6a98ed
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
C. Christian Winkle · SEC CIK 0001202992
Read the Form 4 filed Nov 18, 2025Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 7d98048ca168b8797b867653f389219daa8901acad82a9e8db630958027538b7
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
- Market cap
- $915.14M
- 1 month
- +0.5%
- 3 months
- +2.0%
- 1 year
- +47.5%
- 52-week range
- $18.03$34.07
More market facts
- Dividend
- No dividends on record
- Short interest
- 12.4% of float3M shares · settled Oct 15, 2026 · +30.8% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $2.08B
- Net income
- -$7.72M
- Free cash flow
- -$153.34M
- Book value
- $1.15B
- Total debt
- $1.44B
- P/E
- —
- Price / sales
- 0.4×
- Price / book
- 0.8×
- FCF yield
- -16.8%
- Net margin
- -0.4%
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
Quarterly results
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Aug 7, 2026 | $516.3M | -5.3% | 12.8% | -$11.4M | -$4.2M |
| Mar 2026filed Apr 30, 2026 | $409.8M | -27.5% | 11.3% | -$19.0M | -$904.0K |
| Dec 2025filed Jan 29, 2026 | $363.5M | -22.5% | 10.2% | -$31.8M | -$32.6M |
| Sep 2025filed Nov 13, 2025 | $791.9M | -1.8% | 13.5% | $24.8M | $30.0M |
| Jun 2025filed Jul 31, 2025 | $545.4M | -8.4% | 15.2% | -$3.7M | -$324.0K |
| Mar 2025filed May 1, 2025 | $565.3M | +4.4% | 15.3% | $13.4M | $12.8M |
| Dec 2024filed Jan 30, 2025 | $469.0M | +21.2% | 15.4% | $2.1M | $3.1M |
| Sep 2024filed Nov 13, 2024 | $806.2M | +24.9% | 17.5% | $58.2M | $52.1M |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $124.6M
- Reported total debt
- $1.4B
- Current assets
- $2.6B
- Current liabilities
- $177.3M
Vendor filing date:
As of
- Reported cash
- $116.4M
- Reported total debt
- $1.3B
- Current assets
- $2.5B
- Current liabilities
- $240.2M
Vendor filing date:
As of
- Reported cash
- $120.8M
- Reported total debt
- $1.2B
- Current assets
- $2.4B
- Current liabilities
- $216.3M
Vendor filing date:
As of
- Reported cash
- $214.7M
- Reported total debt
- $1.1B
- Current assets
- $2.3B
- Current liabilities
- $257.0M
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2025filed Nov 13, 2025 | $2.4B | +1.8% | 14.2% | $36.6M | $45.6M |
| Sep 2024filed Nov 13, 2024 | $2.3B | +5.6% | 18.2% | $143.0M | $140.2M |
| Sep 2023filed Nov 16, 2023 | $2.2B | -4.8% | 20.1% | $177.3M | $158.6M |
| Sep 2022filed Nov 10, 2022 | $2.3B | +8.3% | 23.2% | $272.5M | $220.7M |
| Sep 2021filed Nov 10, 2021 | $2.1B | +0.6% | 18.9% | $146.9M | $122.0M |
| Sep 2020filed Nov 12, 2020 | $2.1B | +1.9% | 16.3% | $79.1M | $52.2M |
Annual cash generation
Does profit turn into cash? Compare BZH’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $45.6M
- Operating cash flow
- $32.0M
- Capital spending
- $28.5M
- Free cash flow
- $3.5M
Fiscal year ending
- Net income
- $140.2M
- Operating cash flow
- -$137.5M
- Capital spending
- $22.4M
- Free cash flow
- -$159.9M
Fiscal year ending
- Net income
- $158.6M
- Operating cash flow
- $178.1M
- Capital spending
- $20.3M
- Free cash flow
- $157.7M
Earlier cash-flow years
Fiscal year ending
- Net income
- $220.7M
- Operating cash flow
- $81.1M
- Capital spending
- $15.0M
- Free cash flow
- $66.0M
Fiscal year ending
- Net income
- $122.0M
- Operating cash flow
- $31.7M
- Capital spending
- $14.6M
- Free cash flow
- $17.0M
Fiscal year ending
- Net income
- $52.2M
- Operating cash flow
- $289.1M
- Capital spending
- $10.6M
- Free cash flow
- $278.5M
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Cash-flow source and meaning
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Cash allocation: dividends, shares and debt
Where did BZH’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$33.1M
- Net borrowing / repayment
- $0.0
- Total financing cash flow
- -$36.4M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$12.9M
- Net borrowing / repayment
- $47.8M
- Total financing cash flow
- $23.9M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$2.6M
- Net borrowing / repayment
- -$9.0M
- Total financing cash flow
- -$13.9M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$8.2M
- Net borrowing / repayment
- -$73.9M
- Total financing cash flow
- -$88.7M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$3.0M
- Net borrowing / repayment
- -$83.4M
- Total financing cash flow
- -$85.9M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$3.3M
- Net borrowing / repayment
- -$51.4M
- Total financing cash flow
- -$59.2M
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Allocation source and sign conventions
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 136 observations
Settlement Oct 15, 2026
2,954,323 shares short
+695,568 shares (+30.8%) vs Sep 30, 2026
12.4% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
2,258,755 shares short
+264,838 shares (+13.3%) vs Sep 15, 2026
9.5% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
1,993,917 shares short
-156,806 shares (-7.3%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
2,150,723 shares short
+9,184 shares (+0.4%) vs Aug 14, 2026
8.9% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
2,141,539 shares short
-515,386 shares (-19.4%) vs Jul 31, 2026
8.8% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
2,656,925 shares short
+40,044 shares (+1.5%) vs Jul 15, 2026
10.9% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
2,616,881 shares short
+604,369 shares (+30%) vs Jun 30, 2026
10.8% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
2,012,512 shares short
-472,297 shares (-19%) vs Jun 15, 2026
8.3% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
2,484,809 shares short
-219,725 shares (-8.1%) vs May 29, 2026
10.2% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
2,704,534 shares short
-56,813 shares (-2.1%) vs May 15, 2026
11.1% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
2,761,347 shares short
+751,270 shares (+37.4%) vs Apr 30, 2026
11.4% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
2,010,077 shares short
-101,136 shares (-4.8%) vs Apr 15, 2026
8.3% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
2,111,213 shares short
+8,179 shares (+0.4%) vs Mar 31, 2026
8.7% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
2,103,034 shares short
+125,426 shares (+6.3%) vs Mar 13, 2026
8.7% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
1,977,608 shares short
-7,820 shares (-0.4%) vs Feb 27, 2026
8.1% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
1,985,428 shares short
-180,154 shares (-8.3%) vs Feb 13, 2026
8.2% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
2,165,582 shares short
+341,428 shares (+18.7%) vs Jan 30, 2026
8.9% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
1,824,154 shares short
+118,025 shares (+6.9%) vs Jan 15, 2026
7.5% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
1,706,129 shares short
+183,162 shares (+12%) vs Dec 31, 2025
7% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
1,522,967 shares short
+18,381 shares (+1.2%) vs Dec 15, 2025
6.3% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
1,504,586 shares short
+5,457 shares (+0.4%) vs Nov 28, 2025
6.2% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
1,499,129 shares short
+147,738 shares (+10.9%) vs Nov 14, 2025
6.2% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
1,351,391 shares short
-47,701 shares (-3.4%) vs Oct 31, 2025
5.6% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
1,399,092 shares short
-135,997 shares (-8.9%) vs Oct 15, 2025
5.8% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
1,535,089 shares short
+737 shares (0%) vs Sep 30, 2025
6.3% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
1,534,352 shares short
-59,947 shares (-3.8%) vs Sep 15, 2025
6.3% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
1,594,299 shares short
-76,351 shares (-4.6%) vs Aug 29, 2025
6.6% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
1,670,650 shares short
-162,123 shares (-8.8%) vs Aug 15, 2025
6.9% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
1,832,773 shares short
+19,189 shares (+1.1%) vs Jul 31, 2025
7.5% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
1,813,584 shares short
-157,191 shares (-8%) vs Jul 15, 2025
7.5% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
1,970,775 shares short
-50,964 shares (-2.5%) vs Jun 30, 2025
8.1% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
2,021,739 shares short
-99,160 shares (-4.7%) vs Jun 13, 2025
8.3% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
2,120,899 shares short
-5,915 shares (-0.3%) vs May 30, 2025
8.7% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
2,126,814 shares short
-106,322 shares (-4.8%) vs May 15, 2025
8.8% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
2,233,136 shares short
-121,243 shares (-5.1%) vs Apr 30, 2025
9.2% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
2,354,379 shares short
+50,085 shares (+2.2%) vs Apr 15, 2025
9.7% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
2,304,294 shares short
+320,963 shares (+16.2%) vs Mar 31, 2025
9.5% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
1,983,331 shares short
+235,111 shares (+13.4%) vs Mar 14, 2025
8.2% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
1,748,220 shares short
-167,713 shares (-8.8%) vs Feb 28, 2025
7.2% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
1,915,933 shares short
+94,832 shares (+5.2%) vs Feb 14, 2025
7.9% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
1,821,101 shares short
+356,022 shares (+24.3%) vs Jan 31, 2025
7.5% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
1,465,079 shares short
-234,239 shares (-13.8%) vs Jan 15, 2025
6% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
1,699,318 shares short
+51,861 shares (+3.1%) vs Dec 31, 2024
7% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
1,647,457 shares short
+98,219 shares (+6.3%) vs Dec 13, 2024
6.8% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
1,549,238 shares short
-109,435 shares (-6.6%) vs Nov 29, 2024
6.4% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
1,658,673 shares short
+201,237 shares (+13.8%) vs Nov 15, 2024
6.8% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
1,457,436 shares short
-75,490 shares (-4.9%) vs Oct 31, 2024
6% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
1,532,926 shares short
+141,528 shares (+10.2%) vs Oct 15, 2024
6.3% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
1,391,398 shares short
-38,366 shares (-2.7%) vs Sep 30, 2024
5.7% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
1,429,764 shares short
-161,142 shares (-10.1%) vs Sep 13, 2024
5.9% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
1,590,906 shares short
-99,206 shares (-5.9%) vs Aug 30, 2024
6.5% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
1,690,112 shares short
-49,282 shares (-2.8%) vs Aug 15, 2024
7% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
1,739,394 shares short
+210,080 shares (+13.7%) vs Jul 31, 2024
7.2% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
1,529,314 shares short
-92,466 shares (-5.7%) vs Jul 15, 2024
6.3% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
1,621,780 shares short
-23,424 shares (-1.4%) vs Jun 28, 2024
6.7% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
1,645,204 shares short
+275,878 shares (+20.1%) vs Jun 14, 2024
6.8% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
1,369,326 shares short
+77,153 shares (+6%) vs May 31, 2024
5.6% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
1,292,173 shares short
+192,483 shares (+17.5%) vs May 15, 2024
5.3% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
1,099,690 shares short
+253,372 shares (+29.9%) vs Apr 30, 2024
4.5% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
846,318 shares short
-18,300 shares (-2.1%) vs Apr 15, 2024
3.5% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
864,618 shares short
-94,701 shares (-9.9%) vs Mar 28, 2024
3.6% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
959,319 shares short
-187,177 shares (-16.3%) vs Mar 15, 2024
3.9% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
1,146,496 shares short
+63,194 shares (+5.8%) vs Feb 29, 2024
4.7% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
1,083,302 shares short
-102,252 shares (-8.6%) vs Feb 15, 2024
4.5% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
1,185,554 shares short
+212,476 shares (+21.8%) vs Jan 31, 2024
4.9% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
973,078 shares short
-87,628 shares (-8.3%) vs Jan 12, 2024
4% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
1,060,706 shares short
-86,349 shares (-7.5%) vs Dec 29, 2023
4.4% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
1,147,055 shares short
-42,812 shares (-3.6%) vs Dec 15, 2023
4.7% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
1,189,867 shares short
+65,532 shares (+5.8%) vs Nov 30, 2023
4.9% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
1,124,335 shares short
-324,977 shares (-22.4%) vs Nov 15, 2023
4.6% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
1,449,312 shares short
-108,844 shares (-7%) vs Oct 31, 2023
6% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
1,558,156 shares short
+82,773 shares (+5.6%) vs Oct 13, 2023
6.4% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
1,475,383 shares short
-77,653 shares (-5%) vs Sep 29, 2023
6.1% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
1,553,036 shares short
+436,448 shares (+39.1%) vs Sep 15, 2023
6.4% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
1,116,588 shares short
+84,413 shares (+8.2%) vs Aug 31, 2023
4.6% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
1,032,175 shares short
+6,548 shares (+0.6%) vs Aug 15, 2023
4.2% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
1,025,627 shares short
+232,761 shares (+29.4%) vs Jul 31, 2023
4.2% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
792,866 shares short
-67,010 shares (-7.8%) vs Jul 14, 2023
3.3% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
859,876 shares short
+35,341 shares (+4.3%) vs Jun 30, 2023
3.5% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
824,535 shares short
-9,795 shares (-1.2%) vs Jun 15, 2023
3.4% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
834,330 shares short
+82,020 shares (+10.9%) vs May 31, 2023
3.4% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
752,310 shares short
-155,094 shares (-17.1%) vs May 15, 2023
3.1% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
907,404 shares short
-1,174 shares (-0.1%) vs Apr 28, 2023
3.7% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
908,578 shares short
-43,679 shares (-4.6%) vs Apr 14, 2023
3.7% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
952,257 shares short
-107,712 shares (-10.2%) vs Mar 31, 2023
3.9% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
1,059,969 shares short
-98,899 shares (-8.5%) vs Mar 15, 2023
4.4% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
1,158,868 shares short
+4,264 shares (+0.4%) vs Feb 28, 2023
4.8% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
1,154,604 shares short
+40,915 shares (+3.7%) vs Feb 15, 2023
4.8% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
1,113,689 shares short
-2,856 shares (-0.3%) vs Jan 31, 2023
4.6% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
1,116,545 shares short
-88,627 shares (-7.4%) vs Jan 13, 2023
4.6% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
1,205,172 shares short
-79,300 shares (-6.2%) vs Dec 30, 2022
5% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
1,284,472 shares short
-123,443 shares (-8.8%) vs Dec 15, 2022
5.3% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
1,407,915 shares short
-15,792 shares (-1.1%) vs Nov 30, 2022
5.8% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
1,423,707 shares short
-187,580 shares (-11.6%) vs Nov 15, 2022
5.9% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
1,611,287 shares short
-40,394 shares (-2.4%) vs Oct 31, 2022
6.6% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
1,651,681 shares short
-4,673 shares (-0.3%) vs Oct 14, 2022
6.8% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
1,656,354 shares short
+282,358 shares (+20.6%) vs Sep 30, 2022
6.8% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
1,373,996 shares short
+60,772 shares (+4.6%) vs Sep 15, 2022
5.7% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
1,313,224 shares short
-38,712 shares (-2.9%) vs Aug 31, 2022
5.4% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
1,351,936 shares short
-146,765 shares (-9.8%) vs Aug 15, 2022
5.6% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
1,498,701 shares short
+19,058 shares (+1.3%) vs Jul 29, 2022
6.2% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
1,479,643 shares short
-172,238 shares (-10.4%) vs Jul 15, 2022
6.1% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
1,651,881 shares short
+55,706 shares (+3.5%) vs Jun 30, 2022
6.8% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
1,596,175 shares short
+314,857 shares (+24.6%) vs Jun 15, 2022
6.6% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
1,281,318 shares short
+263,023 shares (+25.8%) vs May 31, 2022
5.3% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
1,018,295 shares short
-2,445 shares (-0.2%) vs May 13, 2022
4.2% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
1,020,740 shares short
-13,907 shares (-1.3%) vs Apr 29, 2022
4.2% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
1,034,647 shares short
+14,638 shares (+1.4%) vs Mar 31, 2022
4.3% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
1,020,009 shares short
-83,664 shares (-7.6%) vs Mar 15, 2022
4.2% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
1,103,673 shares short
+45,173 shares (+4.3%) vs Feb 28, 2022
4.5% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
1,058,500 shares short
-30,709 shares (-2.8%) vs Feb 15, 2022
4.4% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
1,089,209 shares short
+129,956 shares (+13.5%) vs Jan 31, 2022
4.5% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
959,253 shares short
-36,319 shares (-3.6%) vs Jan 14, 2022
3.9% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
995,572 shares short
-9,034 shares (-0.9%) vs Dec 31, 2021
4.1% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
1,004,606 shares short
-393,815 shares (-28.2%) vs Dec 15, 2021
4.1% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
1,398,421 shares short
-114,641 shares (-7.6%) vs Nov 30, 2021
5.8% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
1,513,062 shares short
-137,093 shares (-8.3%) vs Nov 15, 2021
6.2% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
1,650,155 shares short
-85,069 shares (-4.9%) vs Oct 29, 2021
6.8% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
1,735,224 shares short
-56,749 shares (-3.2%) vs Oct 15, 2021
7.1% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
1,791,973 shares short
-13,456 shares (-0.7%) vs Sep 30, 2021
7.4% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
1,805,429 shares short
-53,673 shares (-2.9%) vs Sep 15, 2021
7.4% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
1,859,102 shares short
+39,299 shares (+2.2%) vs Aug 31, 2021
7.7% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
1,819,803 shares short
-1,537 shares (-0.1%) vs Aug 13, 2021
7.5% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
1,821,340 shares short
-75,784 shares (-4%) vs Jul 30, 2021
7.5% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
1,897,124 shares short
+96,851 shares (+5.4%) vs Jul 15, 2021
7.8% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
1,800,273 shares short
+119,089 shares (+7.1%) vs Jun 30, 2021
7.4% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
1,681,184 shares short
+231,025 shares (+15.9%) vs Jun 15, 2021
6.9% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
1,450,159 shares short
+160,473 shares (+12.4%) vs May 14, 2021
6% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
1,289,686 shares short
-8,813 shares (-0.7%) vs Apr 30, 2021
5.3% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
1,298,499 shares short
-146,111 shares (-10.1%) vs Apr 15, 2021
5.3% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
1,444,610 shares short
-62,411 shares (-4.1%) vs Mar 31, 2021
5.9% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
1,507,021 shares short
-13,854 shares (-0.9%) vs Mar 15, 2021
6.2% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
1,520,875 shares short
+154,395 shares (+11.3%) vs Feb 26, 2021
6.3% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
1,366,480 shares short
-33,929 shares (-2.4%) vs Jan 29, 2021
5.6% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
1,400,409 shares short
+36,872 shares (+2.7%) vs Jan 15, 2021
5.8% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
1,363,537 shares short
5.6% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
View all 2 splits
| Ex-date | Event | Recorded detail |
|---|---|---|
| Oct 12, 2012 | Reverse split | 1 for 5Each 5 pre-split shares become 1 post-split share. |
| Mar 23, 2005 | Forward split | 959692 for 319897Each 319897 pre-split shares become 959692 post-split shares. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
Portfolio context
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Smart money context
Holder IQ: MEDIUM
27 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Smart-money 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoveryRed flags
Red flags: 0
Largest 13-F holders · Q2 2026
188 filers reported a long position in BZH for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
58.2%
of the 24.1M shares 13-F filers reported
Moves vs Q1 2026
2 added6 trimmed
2 new
Net shares held
-3.8%
across the 8 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $79.8M · 2.8M shares | 2.8M | -1.3% |
| 2 | Donald Smith & Co., Inc. | $78.9M · 2.8M shares | 2.8M | -5.8% |
| 3 | Capital World Investors | $47.9M · 1.7M shares | 1.7M | +2.8% |
| 4 | Wealthspire Advisors, LLC | $31.3M · 1.1M shares | 1.1M | 0% |
| 5 | State Street Corp | $31.3M · 1.1M shares | 1.1M | -7.8% |
| 6 | Vanguard Capital Management LLC | $30.7M · 1.1M shares | 1.1M | -11.3% |
| 7 | Boothbay Fund Management, LLC | $25.2M · 900K shares | 900K | New |
| 8 | Dimensional Fund Advisors LP | $25.2M · 899.3K shares | 899.3K | -10.1% |
| 9 | Mill Road Capital Management LLC | $23.6M · 841.2K shares | 841.2K | +0.4% |
| 10 | Cooper Creek Partners Management LLC | $19.9M · 711K shares | 711K | New |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of BZH file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Oct 20, 2026 | Merrill Allan P13D · activist · amended | 0%under 5% |
| Aug 11, 2026 | Donald Smith & Co., Inc.13G · passive | 10.3% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of BZH’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A complete, reconciled model for every market session in this window is unavailable. Missing dates are not filled.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (2)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T17:07:56.103Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +0.12% | -1.05% | +1.01% | +0.16% | |
| +0.09% | +0.36% | -1.57% | +1.31% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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