09/01/2025
Big Moves in Homebuilding! 🏡
Berkshire Hathaway, led by Warren Buffett, is betting big on the housing market with major new investments:
Here’s the breakdown:
Lennar: ~$800M invested (about 7 million shares). Most of this—5.3 million shares (~$575M)—was acquired in Q2, with the rest in Q1 2025.
D.R. Horton: ~$190M invested, including $203M in Q1. There was a small sale in Q2 (about 27,000 shares for ~$3.3M).
Buffett’s latest moves signal strong confidence in the real estate markets.