lennar

🎯 Buffett is making another move—this time he’s buying bricks

📰 In the week around late September, Berkshire once again increased its stake in U.S. homebuilder Lennar to 11.2%, betting on a long-term recovery after the housing market bottoms out—while Morgan Stanley is still issuing a sell-down rating.

💬 The old man isn’t chasing AI or touching crypto. He’s quietly picking up the most down-to-earth kind of assets. His bet is that tangible real assets will rebound over the long cycle—and over on the crypto side, everyone should think about who really is the anchor.

🏷️ #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