Berkshire Hathaway’s housing bet deepens as it boosts Lennar stake to $1.2B

  • 8/26/2026

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Highlights
Berkshire Hathaway increased its stake in homebuilder Lennar by 30% to nearly $1.2 billion, signaling confidence despite broader industry headwinds.
The firm also initiated a minor $580,000 position in D.R. Horton, the nation's largest homebuilder, following Berkshire’s recent Taylor Morrison acquisition.
Greg Abel succeeded Warren Buffett, who stepped down as CEO of Berkshire Hathaway on Dec. 31.

Berkshire Residential Investments
Jon Pfeil | Partner, Head of Debt Portfolio Management & Investments
Berkshire Residential Investments
John Lamb | Partner, Head of Portfolio Management, Equity
Lennar Corp. (NYSE: LEN)
Alan Jones | Division President, Development-Southwest
Lennar Corp. (NYSE: LEN)
Jeff Gunderson | SVP - Land Operations

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