Filed under: SEC filingsIn a 13-G filing made yesterday, hedge fund Moore Capital declared a 1.99 million share position in Beazer Homes (NYSE: BZH), good for roughly 5.1% of the company. Although Moore was started by legendary global macro trader Louis Bacon, there are now several different strategies and funds operating under the "Moore Capital" name. I'd argue that the Beazer position is attributable to some sort of value-oriented group at Moore, although Moore seems to have a pro-homebuilding macro-like thesis as the portfolio owns a position in the home builder ETF XHB according to the Stokpickr! page on the fund. The value-thesis behind BZH seems to be rather clear, at least in my eyes. All of the multiples for the company make any contrarian-minded value investor salivate, ...