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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $91.4 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Bullish. This is evidenced by a $32.26 M net inflow during the quarter.
Recent activity highlights Donald Smith & Co who increased their stake by 387.8%. Conversely, Ken Fisher reduced exposure by 89.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for KB Home (KBH)
Major holders include Cliff Asness ($43.65 M), Donald Smith & Co ($40.92 M), Renaissance Technologies (RenTech) ($4.85 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.77 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $32.26 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited KBH. The total reported sell value was $7.18 M.
Yes, 1 managers opened new positions in KBH, and 5 increased their existing holdings. The total reported buy value was $39.45 M.