Ruffer LLP

Position in KBH — Kb Home

CIK 1426859 London, X0

Position in KBH

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$297,678

-$5,409,892 QoQ

Shares Held

4,756

-95.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#242

of 378 holders

Holding Since

Dec 2024

4 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Ruffer LLP holds $8,464,368 across 5 Residential Construction names. KBH ranks #2 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHO	M/I Homes, Inc.	45,809	$7,365,629
2	KBH	Kb Home This page	4,756	$297,678
3	TOL	Toll Brothers, Inc.	1,682	$277,109
4	SKY	Champion Homes, Inc.	3,031	$267,091
5	DHI	Horton D R Inc /De/	1,577	$256,861

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,678	4,756	-95.6%	Shares	Sole	2026-07-30
2025-06-30	$5,707,570	107,751	+66.9%	Shares	Sole	2025-07-16
2025-03-31	$3,751,297	64,544	+51.3%	Shares	Sole	2025-05-09
2024-12-31	$2,803,878	42,664	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.