Guru Ownership Trend
Guru Analysis for KB Home (KBH)
KB Home (KBH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $105.52 M.
Top institutional holders include Donald Smith & Co and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $22.69 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 174.4%. Conversely, Cliff Asness reduced exposure by 39.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for KB Home (KBH)
Major holders include Donald Smith & Co ($61.66 M), Cliff Asness ($24.1 M), Renaissance Technologies (RenTech) ($12.2 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.2 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.69 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited KBH. The total reported sell value was $15.87 M.
Yes, 2 managers opened new positions in KBH, and 4 increased their existing holdings. The total reported buy value was $38.56 M.