🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

KB Home

KBH Consumer Discretionary
$56.4 +$2.43 (4.50%)
Market Cap: $3.46 B
Gurus Holding
6
Popularity Rank
#1375
% of Shares Held
3.67%
Net Activity (Q2 2026)
+$6.86 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $126.74 M.

Top institutional holders include Donald Smith & Co and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $6.86 M net inflow during the quarter.

Recent activity highlights Ken Fisher who opened a new position. Conversely, Cliff Asness reduced exposure by 31.1%.

Key Holders

Top 5 by Value

$108.65 M
$20.12 M
$6.31 M
$984,541

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$35.2 M
Total Buy Value
New Buys 1
Additions 3
-$28.35 M
Total Sell Value
Reductions 2
Sold Out 4

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for KB Home (KBH)

Major holders include Donald Smith & Co ($108.65 M), Cliff Asness ($20.12 M), Jeremy Grantham ($6.31 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.86 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited KBH. The total reported sell value was $28.35 M.

Yes, 1 managers opened new positions in KBH, and 3 increased their existing holdings. The total reported buy value was $35.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.92% Add 45.7% 1,735,927 $108.65 M Q2 2026
0.01% Reduce -31.1% 324,197 $20.12 M Q2 2026
0.01% Add 0.3% 100,761 $6.31 M Q2 2026
0.01% Add 26.5% 66,735 $4.18 M Q2 2026
0.01% Reduce -29.6% 15,730 $984,541 Q2 2026
0.00% New Buy 3,733 $233,648 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form