KBH β€” KB HOME COM

Ownership history in VALLEY WEALTH MANAGERS, INC.  Β·  3 quarters on record

This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in KB HOME COM (KBH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

VALLEY WEALTH MANAGERS, INC. Γ— KBH AI Analytics

πŸ“‰ VALLEY WEALTH MANAGERS, INC. underperformed the S&P 500 by –13.3% annually on this KBH position. Average cost basis: $57.13. Maximum drawdown during holding period: –8.4%.

πŸ“ˆ Position Alpha vs SPY
-13.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.3% ann.
2 quarters analyzed

πŸ’° Entry Quality
$57.13
+10.5% vs current ($63.12)

Best entry: $57.13 (2025 Q1)  Β·  Worst: $57.13 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–8.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KBH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1 β€” 0% 0.00% $34 $63.12
2025 Q2 UNCHANGED 1 β€” 0% 0.00% $28 $52.31
2025 Q1 INITIATED 1 β€” β€” 0.00% $31 $57.13

🏒 Other funds also holding KBH

As of 2025 Q4 β€” sorted by position size

Mork Capital Management, LLC 3Y 7Y 1.38% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.14% Aristotle Capital Boston, LLC 3Y 7Y 0.95% 1776 Wealth LLC 3Y 0.86% Fulcrum Asset Management LLP 3Y 0.82% EJF Capital LP 3Y 7Y 0.77% DONALD SMITH & CO., INC. 3Y 7Y 0.77% Signature Wealth Management Group 3Y 7Y 0.75% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.65% GHE, LLC 3Y 0.62%
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