lennar

🎯 巴菲特又出手了，这次买的是砖头

📰 伯克希尔9月底那周再度加仓美国住宅建筑商Lennar到11.2%股份，押注楼市熬过低谷后的长期复苏，摩根士丹利却还在给减持评级

💬 老爷子不追AI不碰币，闷头捡最土的房子。他赌的是实物资产长周期回血，加密这边也该想想谁才是真正的锚

🏷️ #伯克希尔 #机构资金 #传统金融 #Lennar

🚨 BERKSHIRE HATHAWAY JUST LOADED UP ON LENNAR
Berkshire Hathaway has significantly increased its position in Lennar (NYSE: LEN), pushing its ownership above the 10% threshold.
According to the latest SEC filing, Berkshire bought additional Class A and Class B shares between September 17 and September 21, bringing its holdings to 23.72 million Class A shares and 528,217 Class B shares.

💰 Why does this matter?
The purchases came at prices largely around $74–$80 per share, while #Lennar has been under pressure amid weak housing-market conditions, elevated mortgage rates and declining profitability.

🏠 The bigger picture
Berkshire has been expanding its exposure to U.S. housing, including investments in other homebuilders.
This latest Lennar buying activity shows that Berkshire is willing to increase its position even while the housing sector faces significant headwinds.

⚠️ Important: Berkshire buying a stock does not guarantee future performance. Investors should consider valuation, mortgage rates, housing demand, earnings and company-specific risks before making decisions.

🔎 What happens next?
Will Berkshire continue increasing its Lennar position—or is the current stake enough?

DYOR. Watch the filings, housing data and interest rates.
#PositiveMindsGlobalResults #ThinkPositiveGlobal #BinanceSquare #BreakingNews #BerkshireHathaway #WarrenBuffett #Lennar #LEN #Stocks #USMarkets #HousingMarket #Investing