Jeremy Grantham's KBH Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 85,666 shares of KB Home (KBH) worth $5.45 M, representing 0.02% of the portfolio. First purchased in 2017-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in KBH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 96,500 shares. Largest reduction occurred in Q2 2020, reducing 112,432 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's KB Home (KBH) Holding Value Over Time
Track share changes against reported price movement
Quarterly KB Home (KBH) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +12,100 | New Buy | 12,100 | $19.92 |
| Q4 2017 | +3,800 | Add 31.40% | 15,900 | $31.95 |
| Q1 2018 | +76,400 | Add 480.50% | 92,300 | $28.45 |
| Q2 2018 | -46,000 | Reduce 49.84% | 46,300 | $27.24 |
| Q3 2018 | -46,300 | Sold Out | 0 | $0.00 |
| Q4 2019 | +15,932 | New Buy | 15,932 | $34.27 |
| Q1 2020 | +96,500 | Add 605.70% | 112,432 | $18.10 |
| Q2 2020 | -112,432 | Sold Out | 0 | $0.00 |
| Q2 2022 | +8,000 | New Buy | 8,000 | $28.50 |
| Q3 2022 | -8,000 | Sold Out | 0 | $0.00 |
| Q4 2022 | +7,700 | New Buy | 7,700 | $31.85 |
| Q1 2023 | -7,700 | Sold Out | 0 | $0.00 |
| Q2 2024 | +13,593 | New Buy | 13,593 | $70.18 |
| Q3 2024 | +51,492 | Add 378.81% | 65,085 | $85.69 |
| Q4 2024 | +3,239 | Add 4.98% | 68,324 | $65.72 |
| Q1 2025 | +23,464 | Add 34.34% | 91,788 | $58.12 |
| Q2 2025 | -390 | Reduce 0.42% | 91,398 | $52.97 |
| Q3 2025 | -5,732 | Reduce 6.27% | 85,666 | $63.64 |
Jeremy Grantham's KB Home Investment FAQs
Jeremy Grantham first purchased KB Home (KBH) in Q1 2017, acquiring 12,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held KB Home (KBH) for 20 quarters since Q1 2017.
Jeremy Grantham's largest addition to KB Home (KBH) was in Q1 2020, adding 112,432 shares worth $2.04 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 85,666 shares of KB Home (KBH), valued at approximately $5.45 M.
As of the Q3 2025 filing, KB Home (KBH) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in KB Home (KBH) was 112,432 shares, as reported at the end of Q1 2020.