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SC 13D/A ·Filed Oct 20, 2026

BZH

BEAZER HOMES USA INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed6d 21h ago SEC0001104659-26-117205
Activist stake amendment (position change)
Actionable Insight • Neutral

This filing confirms the completion of the merger and Merrill's exit. No further activist activity from this filer is expected. Monitor Dream Finders Homes (DFH) for post-merger integration updates.

DirectionNeutral
Confidencehigh
Horizonimmediate

Price Chart

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Executive Summary

Allan P. Merrill filed this Amendment No. 1 to Schedule 13D to report that, following the completion of Beazer Homes USA's merger with Dream Finders Homes on October 20, 2026, he no longer beneficially owns any shares of BZH common stock. Each share he held was converted into $33.50 in cash, and he ceased to be a director of the company. This filing is a routine post-merger update with no new activist activity.

Key Financial Metrics

Stake
0%
Stake Value
$0.00
Investor
Allan P. Merrill

Key Facts

  • Allan P. Merrill filed Amendment No. 1 to Schedule 13D on October 20, 2026.
  • As a result of the merger with Dream Finders Homes, Merrill no longer beneficially owns any BZH shares.
  • Each share of common stock held by Merrill was converted into $33.50 in cash.
  • Merrill ceased to be a member of the board of directors of Beazer Homes USA.
  • This amendment is a post-merger administrative filing with no new activist demands or stake changes.

Financial Impact

No new financial impact; Merrill's shares were cashed out at $33.50 per share as part of the merger.

Risk Factors

  • No new risks identified; this is a routine post-merger filing.

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13D/A Filing (Primary)0001104659-26-117205
Document: 0001104659-26-117205-index.html0001104659-26-117205
Document: 0001104659-26-117205.txt0001104659-26-117205
12 reports for BZH
Performance horizon
100% Hit rate @ T+20 4 of 4 directional calls Went positive at some point 5 of 5 best @ T+20▲ +0.27%Sep 15, 2026
Filters
Rows
Reports for BZH — sortable, filterable
TypeNow
Oct 20, 2026
6d ago
25-NSE
BULLISH ★ 8/10
$33.48awaiting T+20——
Oct 20, 2026
6d ago
SC 13D/A
NEUTRAL ★ 2/10
$33.48awaiting T+20——
Oct 20, 2026
6d ago
8-K
BULLISH ★ 7/10
$33.48awaiting T+20——
Oct 15, 2026
11d ago
8-K
BULLISH ★ 7/10
$33.41awaiting T+20——
Sep 15, 2026
6w ago
DEFM14A
BULLISH ★ 7/10
$33.35 $33.44▲ +0.27%▼ −2.45%—
Aug 15, 2026
10w ago
Institutional Cluster
MIXED ★ 5/10
$33.17 $33.35▲ +0.54%▲ +2.52%—
Aug 10, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$33.17 $33.25▲ +0.24%▲ +1.30%—
Aug 7, 2026
11w ago
DEFA14A
BULLISH ★ 7/10
$33.18 $33.26▲ +0.24%▲ +0.64%—
Aug 7, 2026
11w ago
8-K
BULLISH ★ 8/10
$33.18 $33.26▲ +0.24%▲ +0.64%—
Aug 7, 2026
11w ago
8-K
BULLISH ★ 8/10
$33.18 $33.26▲ +0.24%▲ +0.64%—
Showing 10 of 12

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Report published Oct 20, 2026