Berkshire buys stock in homebuilders 🚨

Warren Buffett's Berkshire Hathaway disclosed new positions in three U.S. homebuilders on Monday, sending the companies' shares higher as the billionaire bets on the U.S. housing market.

Shares of D.R. Horton $DHI, Lennar $LEN and NVR $NVR rose Monday after Berkshire disclosed new positions in its latest 13F filing with the SEC. Shares of D.R. Horton and Lennar rose more than 2%. Shares of NVR rose more than 1% after the report.

Berkshire's largest new position is in D.R. Horton, where as of June 30 it owned about 5.97 million shares of D.R. Horton stock worth $726.4 million and about 153,000 shares of Lennar stock worth $17.2 million, and 11,112 shares of NVR stock worth $70.6 million.

Link to their 13F - SEC FORM 13-F Information Table

Opinions? 👀


Interesting, that would mean that new construction in the US would start to go up

Interesting sector, I would like to know the investment thesis or some data here. I was under the impression that new real estate wasn't going to go up much in the near future (not just in CR)

I was quite surprised by the reduction in the GM position. Un buying builders I'm not sure if he was buying directly from Warren or his right hand man.

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