Donald Smith & Co's KBH Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 725,394 shares of KB Home (KBH) worth $40.92 M, representing 0.77% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Donald Smith & Co has maintained a long-term strategic position in KBH, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 4.05 M shares. Largest reduction occurred in Q4 2017, reducing 3.81 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's KB Home (KBH) Holding Value Over Time
Track share changes against reported price movement
Quarterly KB Home (KBH) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +551,526 | New Buy | 551,526 | $13.55 |
| Q4 2015 | +4.05 M | Add 734.63% | 4.6 M | $12.33 |
| Q1 2016 | -651,173 | Reduce 14.15% | 3.95 M | $14.28 |
| Q2 2016 | +457,484 | Add 11.58% | 4.41 M | $15.21 |
| Q3 2016 | -2,036 | Reduce 0.05% | 4.41 M | $16.12 |
| Q4 2016 | +2.35 M | Add 53.39% | 6.76 M | $15.81 |
| Q1 2017 | +169,696 | Add 2.51% | 6.93 M | $19.88 |
| Q2 2017 | -291,124 | Reduce 4.20% | 6.64 M | $23.97 |
| Q3 2017 | -661,555 | Reduce 9.96% | 5.98 M | $24.12 |
| Q4 2017 | -3.81 M | Reduce 63.68% | 2.17 M | $31.95 |
| Q1 2018 | -1.42 M | Reduce 65.18% | 755,835 | $28.45 |
| Q2 2018 | -51,815 | Reduce 6.86% | 704,020 | $27.24 |
| Q3 2018 | -222 | Reduce 0.03% | 703,798 | $23.91 |
| Q4 2018 | +51,592 | Add 7.33% | 755,390 | $19.10 |
| Q1 2019 | -418,746 | Reduce 55.43% | 336,644 | $24.17 |
| Q2 2019 | -68,378 | Reduce 20.31% | 268,266 | $25.73 |
| Q3 2019 | -53,426 | Reduce 19.92% | 214,840 | $34.00 |
| Q4 2019 | -56,614 | Reduce 26.35% | 158,226 | $34.27 |
| Q1 2020 | +163,828 | Add 103.54% | 322,054 | $18.10 |
| Q2 2020 | -146,644 | Reduce 45.53% | 175,410 | $30.68 |
| Q3 2020 | +140 | Add 0.08% | 175,550 | $38.39 |
| Q4 2020 | +53 | Add 0.03% | 175,603 | $33.52 |
| Q1 2021 | -79,594 | Reduce 45.33% | 96,009 | $46.53 |
| Q2 2021 | +5,003 | Add 5.21% | 101,012 | $40.72 |
| Q3 2021 | +29 | Add 0.03% | 101,041 | $38.92 |
| Q4 2021 | +1,441 | Add 1.43% | 102,482 | $44.73 |
| Q1 2022 | +186,515 | Add 182.00% | 288,997 | $32.38 |
| Q2 2022 | +2,192 | Add 0.76% | 291,189 | $28.46 |
| Q3 2022 | -5 | Reduce 0.00% | 291,184 | $25.92 |
| Q4 2022 | -8,448 | Reduce 2.90% | 282,736 | $31.85 |
| Q1 2023 | -2,761 | Reduce 0.98% | 279,975 | $40.18 |
| Q2 2023 | +18 | Add 0.01% | 279,993 | $51.71 |
| Q3 2023 | +33 | Add 0.01% | 280,026 | $46.28 |
| Q4 2023 | +3,098 | Add 1.11% | 283,124 | $62.46 |
| Q1 2024 | -23,419 | Reduce 8.27% | 259,705 | $70.88 |
| Q2 2024 | -28,014 | Reduce 10.79% | 231,691 | $70.18 |
| Q3 2024 | -5,581 | Reduce 2.41% | 226,110 | $85.69 |
| Q4 2024 | -18,425 | Reduce 8.15% | 207,685 | $65.72 |
| Q1 2025 | -54,026 | Reduce 26.01% | 153,659 | $58.12 |
| Q2 2025 | -894 | Reduce 0.58% | 152,765 | $52.97 |
| Q3 2025 | -4,065 | Reduce 2.66% | 148,700 | $63.64 |
| Q4 2025 | +576,694 | Add 387.82% | 725,394 | $56.41 |
Donald Smith & Co's KB Home Investment FAQs
Donald Smith & Co first purchased KB Home (KBH) in Q3 2015, acquiring 551,526 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held KB Home (KBH) for 42 quarters since Q3 2015.
Donald Smith & Co's largest addition to KB Home (KBH) was in Q4 2015, adding 4,603,214 shares worth $56.76 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 725,394 shares of KB Home (KBH), valued at approximately $40.92 M.
As of the Q4 2025 filing, KB Home (KBH) represents approximately 0.77% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in KB Home (KBH) was 6,930,463 shares, as reported at the end of Q1 2017.