Smart Money Radar / Tickers / BZH

BZH Consumer Durables & Apparel

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
54
of 176 total, index funds excluded
This quarter
+8
14 out
Conviction
2 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $496M held
FundValueNote
DONALD SMITH & CO., INC. $57M
BlackRock, Inc. $55M
Capital World Investors $32M
VANGUARD CAPITAL MANAGEMENT… $24M
STATE STREET CORP $23M
Wealthspire Advisors, LLC $21M
DIMENSIONAL FUND ADVISORS LP $19M
Mill Road Capital Managemen… $16M
LAKEWOOD CAPITAL MANAGEMENT… $15M
First Eagle Investment Mana… $13M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.