Why I'll Never Sell This Under-the-Radar Warren Buffett Stock

The author explains why Lennar is a long-term hold despite Berkshire Hathaway's apparent short-term housing bet. He cites personal ownership of a Lennar-built home, the company's innovative land-light business model achieved through the Millrose Properties spinoff, and strong operational execution as reasons for indefinite ownership.

12/29/2025, 1:15 AM • The Motley Fool

Millrose Stock Up 40% Since Spin-Off — So Why Did One Fund Just Sell 1 Million Shares?

Permian Investment Partners sold over 1 million shares of Millrose Properties in Q3, reducing its position value by $19.9 million, despite the stock rising 43% since its February spin-off from Lennar.

12/15/2025, 1:03 PM • The Motley Fool

Millrose Properties Stock Has Surged 48% Since February Debut — So Why Did One Investor Sell a $23 Million Stake?

Newtyn Management sold its entire $23 million stake in Millrose Properties, a newly public real estate platform that has seen significant stock growth since its February debut. Despite the sell-out, the company shows strong performance with expanding portfolio and capital recycling capabilities.

12/07/2025, 1:15 PM • The Motley Fool

New Home Co. Completes Acquisition of Landsea Homes Corporation

New Home Co. has completed the acquisition of Landsea Homes Corporation, creating a top-25 national homebuilder with a strong foundation for growth. The combined company will be led by Matthew Zaist, the current President and CEO of New Home.

06/25/2025, 8:55 AM • Benzinga