Berkshire Hathaway Is Buying Up Shares of This Beaten-Down Stock. Should You Invest Too?

Berkshire Hathaway increased its stake in homebuilder Lennar to $2.2 billion (11%) in late September, adding $53.9 million in shares despite the housing market's struggles and high mortgage rates. The move exemplifies Berkshire's strategy of buying undervalued companies during downturns. Lennar stock is down 20% in 2026 and 36% over 52 weeks, with most analysts rating it a hold or sell. Berkshire also acquired Taylor Morrison for $6.8 billion in July, betting on an eventual housing industry rebound.

10/03/2026, 3:16 PM • The Motley Fool

Greg Abel Committed $6.8 Billion to Homebuilders Like Lennar, Increasing Berkshire's Stake by 30%, Even as Mortgage Rates Sit Near 7.5% and Builder Sentiment Hits Multi-Year Lows. Is This Bold Conviction or a Costly Miscalculation?

Berkshire Hathaway CEO Greg Abel has invested $6.8 billion in homebuilders including Lennar and acquired Taylor Morrison Home, increasing the company's housing sector exposure despite current market headwinds like high mortgage rates and weak builder sentiment. The article argues this represents opportunistic long-term investing rather than a miscalculation, citing Berkshire's decades-long investment horizon and substantial cash reserves of $350+ billion.

10/03/2026, 11:15 AM • The Motley Fool

Rising Yields Are Killing This Group of Stocks

Rising Treasury yields have pushed mortgage rates above 7%, the highest in over two years, severely impacting homebuilders. The iShares U.S. Home Construction ETF is down 9.9% in the past month, with major holdings like D.R. Horton, PulteGroup, and Lennar all declining significantly. Multiple factors including energy prices, growing U.S. debt, and tech company bond issuance suggest yields will remain elevated, making homebuilder stocks unattractive near-term investments.

09/28/2026, 12:15 PM • The Motley Fool

Berkshire Hathaway Just Bought $212 Million of This Beaten Down Stock in 3 Days, and Its Stake Has Increased 81% This Quarter

Under new CEO Greg Abel, Berkshire Hathaway has aggressively increased its stake in homebuilder Lennar by 81% this quarter, purchasing $212 million worth of shares over three days following the company's disappointing earnings report. The investment reflects confidence in a long-term housing turnaround despite current headwinds from rising interest rates and declining sales, positioning Berkshire to capitalize on the severe U.S. housing shortage.

09/25/2026, 6:10 AM • The Motley Fool

Stock Market Midday, Sept. 22: Means Markets Muted Despite Tech Gains as Geopolitics Dominates

Markets showed mixed performance on Sept. 22, 2026, with the Nasdaq hitting a new intraday record while the S&P 500 and Dow declined. Tech stocks gained on AI optimism, but geopolitical concerns and interest rate fears limited broader market gains. Investors await developments from the UN General Assembly and the Trump-Xi meeting.

09/22/2026, 12:38 PM • The Motley Fool

Berkshire Hathaway's Cash Fell From $397 Billion to $366 Billion in a Single Quarter

Berkshire Hathaway deployed $31 billion of its massive cash pile in Q2 2026, marking a significant shift after years of accumulation. CEO Greg Abel made major investments in Alphabet ($17 billion), increased positions in Delta Air Lines and Macy's, and resumed share buybacks with $4.5 billion spent on Berkshire's own stock. While most of the $366 billion cash balance remains undeployed, the company's willingness to invest suggests a more opportunistic stance going forward.

09/06/2026, 8:30 PM • The Motley Fool

Greg Abel Just Made 3 Moves at Berkshire Hathaway That Bet on the Same Trend (And it's Not AI)

Berkshire Hathaway CEO Greg Abel is making significant bets on a housing market recovery through multiple moves: acquiring homebuilder Taylor Morrison for $8.5 billion, increasing investment in Lennar by 30%, and buying shares of D.R. Horton. These moves, combined with existing holdings in Clayton Homes and Berkshire Hathaway Home Services, suggest Abel believes pent-up demand will emerge once mortgage rates decline, despite the currently frozen housing market.

08/26/2026, 8:12 AM • The Motley Fool

Warren Buffett Thinks Stocks Are Expensive. Berkshire Hathaway CEO Greg Abel Seems To Disagree

Greg Abel, the new CEO of Berkshire Hathaway, is taking a more aggressive investment approach compared to his predecessor Warren Buffett. After 13 quarters of net stock selling under Buffett, Berkshire became a net buyer in Q2 2026, making significant purchases including $17 billion in Alphabet, along with positions in Delta Air Lines, Lennar, and Macy's. This marks a departure from Buffett's cautious stance that stocks are overvalued and behaving like a casino.

08/26/2026, 2:30 AM • The Motley Fool

Why I'm Wary of Most Housing Stocks, Except This One

The housing industry faces significant challenges with record home prices ($440,600 median), elevated mortgage rates (6.7%), and a shortage of 4.7 million homes. While traditional homebuilders struggle, manufactured housing company Legacy Housing stands out with impressive Q2 results (32% revenue growth, 59% net income growth) and benefits from recent congressional legislation supporting the sector. The author believes manufactured homes will fill the housing gap due to lower costs (~$120,000) and reduced stigma.

08/21/2026, 12:30 PM • The Motley Fool

3 Stocks That Warren Buffett's Successor, Greg Abel, Bought (Besides Alphabet). Should You?

Greg Abel, Berkshire Hathaway's new CEO, increased the company's portfolio from $263 billion to $299 billion in Q2 2026. Beyond the notable 83% increase in Alphabet holdings, Berkshire also significantly increased stakes in Delta Air Lines (44%), Lennar (43%), and The New York Times Company (4%). While Delta faces rising fuel costs pressuring margins, Lennar is restructuring its business model, and The New York Times has successfully transitioned to a profitable digital subscription model.

08/19/2026, 5:15 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Is About to Drop a Bombshell on Wall Street Later Today, Aug. 14

Greg Abel, Warren Buffett's successor at Berkshire Hathaway, ended a 14-quarter streak of net stock sales by purchasing $19.8 billion more in equities than sold in Q2 2026. The company's Form 13F filing, due today after market close, will reveal Abel's investment moves, with Alphabet being a confirmed major purchase through a $10 billion private placement. The filing is expected to show significant buying activity in commercial, industrial, and tech companies.

08/14/2026, 5:06 AM • The Motley Fool

This Homebuilder's Average Selling Price Just Hit a 9-Year Low. Here's Why That's Great News for Home Depot

Lennar reported lower average home selling prices ($371,000) to boost demand amid affordability challenges. Lower home prices should increase existing home sales and lead to more major renovation projects, benefiting Home Depot, the largest home-improvement retailer. Despite short-term economic concerns, Home Depot's stock trades at an attractive valuation with positive long-term outlook.

06/22/2026, 7:05 AM • The Motley Fool

Did Berkshire Hathaway Just Make a $6.8 Billion Bet on a Housing Rebound?

Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison is not necessarily a bet on a housing rebound, but rather a strategic, opportunistic purchase at an attractive valuation. New CEO Greg Abel plans to integrate Taylor Morrison with Berkshire's existing homebuilding operations into a unified platform, signaling a more hands-on management approach compared to Warren Buffett's tenure.

06/13/2026, 8:15 AM • The Motley Fool

S&P 500 Recovery Depends on Whether Peace Hopes Can Lower Oil Risk

U.S. futures rise as investors anticipate SpaceX's historic $1.75 trillion IPO debut and growing hopes for a U.S.-Iran peace deal that could lower oil prices. The S&P 500 is tracking broadly unchanged after last week's decline, with oil prices falling to two-month lows on optimism about normalizing energy flows through the Strait of Hormuz. Key movers include Adobe falling 6% on margin concerns, Lennar declining on weak housing data, and space-related stocks rising ahead of SpaceX's listing.

06/12/2026, 9:24 AM • Investing

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Gain Ahead Of SpaceX's Debut—Adobe, Lennar, CoreWeave In Focus (UPDATED)

U.S. stock futures rose on Friday with the S&P 500, Dow Jones, and Nasdaq 100 advancing. Key movers included Adobe declining 4.91% despite strong earnings due to CFO departure, Lennar falling 2.74% on mixed Q2 results, CoreWeave rising 3.61% after Nasdaq-100 inclusion announcement, and Friedman Industries jumping 10.08% on strong Q4 earnings. SpaceX is set to debut at $135 per share with options trading beginning Monday.

06/12/2026, 8:39 AM • Benzinga