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KB Home

KBH Consumer Discretionary
$47.92 +$0.88 (1.86%)
Market Cap: $3 B
Gurus Holding
9
Popularity Rank
#619
% of Shares Held
3.51%
Net Activity (Q1 2026)
+$22.69 M

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

Recent Activity Breakdown (Q1 2026)

+$38.56 M
Total Buy Value
New Buys 2
Additions 4
-$15.87 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.11% Add 64.2% 1,191,414 $61.66 M Q1 2026
0.01% Reduce -39.2% 470,524 $24.1 M Q1 2026
0.02% Add 174.4% 235,700 $12.2 M Q1 2026
0.01% Add 24.5% 100,500 $5.2 M Q1 2026
0.01% New Buy 86,611 $4.48 M Q1 2026
0.01% Reduce -2.9% 52,775 $2.73 M Q1 2026
0.01% Add 65.2% 31,382 $1.62 M Q1 2026
0.01% Reduce -3.7% 22,341 $1.16 M Q1 2026
0.00% New Buy 10,590 $548,033 Q1 2026
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