Summit Financial, LLC

Position in KBH — Kb Home

CIK 1765536 PARSIPPANY, NJ

Position in KBH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$981,128

-$90,210 QoQ

Shares Held

18,959

-0.2% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Summit Financial, LLC holds $7,811,976 across 6 Residential Construction names. KBH ranks #2 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPH	Tri Pointe Homes, Inc.	123,017	$5,748,584
2	KBH	Kb Home This page	18,959	$981,128
3	TOL	Toll Brothers, Inc.	2,672	$364,647
4	DHI	Horton D R Inc /De/	1,923	$263,874
5	LEN	Lennar Corp /New/	2,813	$244,280
6	PHM	Pultegroup Inc/Mi/	1,781	$209,463

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$981,128	18,959	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$1,071,338	18,992	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$1,191,213	18,718	-45.0%	Shares	Sole	2025-11-14
2025-06-30	$1,804,264	34,062	+82.5%	Shares	Sole	2025-08-13
2025-03-31	$1,084,635	18,662	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$1,223,246	18,613	+0.5%	Shares	Sole	2025-02-12
2024-09-30	$1,587,578	18,527	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,300,224	18,527	+479.9%	Shares	Sole	2024-07-31
2024-03-31	$226,461	3,195	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.