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Tortoise Investment Management’s KB Home KBH Stock Holding History

Tortoise Investment Management’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-960
Closed -$61.1K – 855
2025
Q3 		$61.1K Buy
960
+1
+0.1% +$60 0.01% 368
2025
Q2 		$50.8K Hold
959
– – ﹤0.01% 383
2025
Q1 		$55.7K Sell
959
-159
-14% -$10.1K 0.01% 358
2024
Q4 		$73.5K Buy
1,118
+1
+0.1% +$78 0.01% 350
2024
Q3 		$95.8K Hold
1,117
– – 0.01% 320
2024
Q2 		$78.4K Buy
1,117
+963
+625% +$65.6K 0.01% 333
2024
Q1 		$10.9K Hold
154
– – ﹤0.01% 615
2023
Q4 		$9.6K Buy
154
+1
+0.7% +$51 ﹤0.01% 585
2023
Q3 		$7.09K Hold
153
– – ﹤0.01% 598
2023
Q2 		$7.89K Buy
153
+1
+0.7% +$45 ﹤0.01% 586
2023
Q1 		$6.11K Buy
152
+1
+0.7% +$36 ﹤0.01% 595
2022
Q4 		$4.82K Hold
151
– – ﹤0.01% 615
2022
Q3 		$4K Buy
151
+1
+0.7% +$30 ﹤0.01% 622
2022
Q2 		$4K Hold
150
– – ﹤0.01% 616
2022
Q1 		$5K Hold
150
– – ﹤0.01% 564
2021
Q4 		$7K Buy
+150
New +$6.28K ﹤0.01% 511

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Tortoise Investment Management's KBH Position: Q4 2025 in Review

Tortoise Investment Management sold out of KB Home (KBH) in Q4 2025, closing a stake of 960 shares — an estimated $61.1K sold.

Tortoise Investment Management first reported a position in KBH in Q4 2021 and held it in 16 quarters. The position peaked at $95.8K in Q3 2024. 403 funds tracked by Wall St. Rank hold KBH as of Q4 2025.

  • Tortoise Investment Management reported no remaining KB Home position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 960 KB Home shares in Q4 2025, an estimated $61.1K.
  • Tortoise Investment Management first reported a position in KB Home in Q4 2021 and held it in 16 quarters.
  • Tortoise Investment Management's KB Home position peaked at $95.8K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held KB Home as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.