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KB Home

KBH Consumer Discretionary
$51.75 +$1.24 (2.45%)
Market Cap: $3.23 B
Gurus Holding
8
Popularity Rank
#814
% of Shares Held
2.80%
Net Activity (Q4 2025)
+$32.26 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 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)

+$39.45 M
Total Buy Value
New Buys 1
Additions 5
-$7.18 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
6

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 2.6% 773,782 $43.65 M Q4 2025
0.77% Add 387.8% 725,394 $40.92 M Q4 2025
0.01% New Buy 85,900 $4.85 M Q4 2025
0.01% Reduce -5.8% 80,738 $4.55 M Q4 2025
0.01% Add 8.4% 54,365 $3.07 M Q4 2025
0.01% Add 5.6% 23,204 $1.31 M Q4 2025
0.01% Add 166.9% 19,000 $1.07 M Q4 2025
0.00% Reduce -89.7% 3,743 $211,183 Q4 2025
Date
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Value
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SEC Form