13FPulse
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2026Q2 · CUSIP 48666K109 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
369
Institutions that reported holding it to the SEC
Net decrease in holders
15
Last quarter 384 → now 369
How unusual is that
Bottom 20%
Stronger than only 9% of US stocks
What the filings say, in one paragraph

369 funds held KBH at the end of 2026Q2, down 15 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $5.5B(YoY -17.5%), the P/E is 12.7x, return on equity is 7.2%. KBH has had 15 buying rushes in its history, and the price moved +3.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=169 2013Q4: holders=176 2014Q1: holders=182 2014Q2: holders=176 2014Q3: holders=173 2014Q4: holders=190 2015Q1: holders=187 2015Q2: holders=205 2015Q3: holders=200 2015Q4: holders=203 2016Q1: holders=213 2016Q2: holders=201 2016Q3: holders=214 2016Q4: holders=217 2017Q1: holders=201 2017Q2: holders=222 2017Q3: holders=250 2017Q4: holders=267 2018Q1: holders=281 2018Q2: holders=257 2018Q3: holders=250 2018Q4: holders=235 2019Q1: holders=229 2019Q2: holders=227 2019Q3: holders=252 2019Q4: holders=271 2020Q1: holders=250 2020Q2: holders=269 2020Q3: holders=289 2020Q4: holders=301 2021Q1: holders=327 2021Q2: holders=327 2021Q3: holders=314 2021Q4: holders=360 2022Q1: holders=338 2022Q2: holders=307 2022Q3: holders=298 2022Q4: holders=317 2023Q1: holders=321 2023Q2: holders=359 2023Q3: holders=354 2023Q4: holders=381 2024Q1: holders=414 2024Q2: holders=404 2024Q3: holders=439 2024Q4: holders=437 2025Q1: holders=413 2025Q2: holders=391 2025Q3: holders=402 2025Q4: holders=405 2026Q1: holders=384 2026Q2: holders=369 -46 -23 +0 +23 +46 152307461 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q3 Top 10% -20.4% -33.2%
2024Q1 Top 10% +11.7% +8.2%
2023Q2 Top 5% +6.0% +23.4%
2021Q4 Top 20% -18.5% -17.7%
2021Q1 Top 20% -5.4% -0.7%
2020Q3 Top 20% +15.7% +24.8%
2020Q2 Top 20% -8.3% +12.6%
2019Q3 Top 10% +15.5% -19.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
177
Change in large funds
+5
Total value they hold
$3.9B
Funds buying for the first time
68
Funds that sold out entirely
83
Price change that quarter
+14.4%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
15

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
12.7
EPS (TTM)
$4.11
EPS YoY
-45.4%
Revenue (TTM)
$5.5B
Revenue YoY
-17.5%
Net margin
4.9%
ROE
7.2%
Debt ratio
44.0%
FCF (TTM)
$360M
Dividend (TTM)
$1.00
Quarterly Revenue & EPS
2022-08-31: EPS 2.86 2022-11-30: EPS 2.44 2023-02-28: EPS 1.45 2023-05-31: EPS 1.94 2023-08-31: EPS 1.80 2023-11-30: EPS 1.84 2024-02-29: EPS 1.76 2024-05-31: EPS 2.15 2024-08-31: EPS 2.04 2024-11-30: EPS 2.50 2025-02-28: EPS 1.49 2025-05-31: EPS 1.50 2025-08-31: EPS 1.61 2025-11-30: EPS 1.55 2026-02-28: EPS 0.52 2026-05-31: EPS 0.43 0B 1.0B 2.0B $B 0.00 1.57 3.15 2016201720182019202020212022202320242025202605/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 8 5 10 14 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-346M80M505M 20192020202120222023202420252026
Latest quarter $22M (2026-05-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-05-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.