What smart money is saying about Kaufman & Broad
KOF.PA
No fund has written a full thesis on Kaufman & Broad in our archive, but 1 fund letter reports a position in it — most recently Guinness European Equity Income Fund in July 2026.
1
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Kaufman & Broad on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- July 2026
“Kaufman & Broad slipped on a soft French housing market.”
Read the letterKaufman & Broad
Also mentioned · 1
These funds discuss Kaufman & Broad — as a competitor, benchmark or comparable — without disclosing a position in it.
- July 2026
“Kaufman & Broad slipped on a soft French housing market, and LSEG fell on renewed concerns that AI could disintermediate parts of its Data & Analytics business as clients increasingly access information through AI-enabled tools rather than traditional workflow products.”
Read the letterKaufman & Broad
Read the letters behind these Kaufman & Broad positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger