TWO SIGMA INVESTMENTS, LP

Position in KBH — Kb Home

CIK 1179392 NEW YORK, NY

Back to KBH Full portfolio

Position in KBH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$117,474,419

+$27,101,117 QoQ

Shares Held

1,876,888

+7.5% QoQ

Ownership

3.06%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

of 377 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in KBH Over Time

Shares Held

Position Value (USD)

Derivatives in KBH

reported options exposure · as of Jun 30, 2026

CallValue

$413,094

CallShares

6,600

PutValue

$356,763

PutShares

5,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $930,792,699 across 17 Residential Construction names. KBH ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	1,455,418	$237,058,483
2	LEN	Lennar Corp /New/	2,571,015	$232,651,147
3	MTH	Meritage Homes CORP	1,839,080	$154,206,858
4	KBH	Kb Home This page	1,876,888	$117,474,419
5	TOL	Toll Brothers, Inc.	486,199	$80,101,285
6	PHM	Pultegroup Inc/Mi/	289,291	$39,693,618
7	MHO	M/I Homes, Inc.	141,141	$22,694,061
8	LGIH	LGI Homes, Inc.	304,216	$19,372,474

All Filings in KBH

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,094	6,600	-2.9%	Call	Sole	2026-08-14
2026-06-30	$356,763	5,700	+14.0%	Put	Sole	2026-08-14
2026-06-30	$117,474,419	1,876,888	+7.5%	Shares	Sole	2026-08-14
2026-03-31	$258,750	5,000	-94.3%	Put	Sole	2026-05-15
2026-03-31	$90,373,302	1,746,344	+138.0%	Shares	Sole	2026-05-15
2026-03-31	$351,900	6,800	-90.4%	Call	Sole	2026-05-15
2025-12-31	$41,393,658	733,800	+279.5%	Shares	Sole	2026-02-17
2025-09-30	$12,306,448	193,376	-63.3%	Shares	Sole	2025-11-14
2025-06-30	$27,936,907	527,410	+301.4%	Shares	Sole	2025-08-14
2025-03-31	$7,636,270	131,388	-69.0%	Shares	Sole	2025-05-15
2024-12-31	$27,821,970	423,341	+1136.2%	Shares	Sole	2025-02-14
2024-09-30	$2,934,368	34,244	-30.2%	Shares	Sole	2024-11-14
2023-12-31	$3,063,288	49,044	-38.3%	Shares	Sole	2024-02-14
2023-09-30	$3,680,417	79,525	+83.7%	Shares	Sole	2023-11-14
2023-06-30	$2,239,043	43,300	-63.8%	Shares	Sole	2023-08-14
2023-03-31	$4,807,295	119,644	+369.2%	Shares	Sole	2023-05-15
2022-12-31	$812,175	25,500	-85.6%	Shares	Sole	2023-02-14
2022-03-31	$5,748,129	177,521	-71.3%	Shares	Sole	2022-05-16
2021-12-31	$3,895,983	87,100	-7.6%	Put	Sole	2022-02-14
2021-12-31	$3,180,303	71,100	-1.7%	Call	Sole	2022-02-14
2021-12-31	$27,695,339	619,167	+172.0%	Shares	Sole	2022-02-14
2021-09-30	$2,813,916	72,300	+932.9%	Call	Sole	2021-11-15
2021-09-30	$3,670,156	94,300	+1786.0%	Put	Sole	2021-11-15
2021-09-30	$8,860,138	227,650	+625.3%	Shares	Sole	2021-11-15
2021-06-30	$203,600	5,000	-78.1%	Put	Sole	2021-08-16
2021-06-30	$285,040	7,000	-77.4%	Call	Sole	2021-08-16
2021-03-31	$1,060,884	22,800	-80.3%	Put	Sole	2021-05-17
2021-03-31	$1,442,430	31,000	-67.4%	Call	Sole	2021-05-17
2020-12-31	$3,184,400	95,000	+16.6%	Call	Sole	2021-02-16
2020-12-31	$1,052,025	31,385	-81.5%	Shares	Sole	2021-02-16
2020-12-31	$3,881,616	115,800	+47.7%	Put	Sole	2021-02-16
2020-09-30	$3,128,785	81,500	+245.3%	Call	Sole	2020-11-16
2020-09-30	$3,009,776	78,400	+178.0%	Put	Sole	2020-11-16
2020-06-30	$865,176	28,200	-31.1%	Put	Sole	2020-08-14
2020-06-30	$724,048	23,600	-31.2%	Call	Sole	2020-08-14
2020-03-31	$620,830	34,300	—	Call	Sole	2020-05-15
2020-03-31	$740,290	40,900	—	Put	Sole	2020-05-15
2020-03-31	$3,074,484	169,861	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.