Berkshire Hathaway, under CEO Greg Abel, is investing heavily in the struggling U.S. housing market by buying shares in major homebuilders like D.R. Horton, Lennar, and NVR, and acquiring Taylor Morrison for $6.8 billion. This move comes as mortgage rates hover near 7%, housing starts fall, and builder sentiment remains low, signaling affordability challenges and a weak market. While the timing may seem early given current market conditions, Berkshire's long-term strategy focuses on housing's structural undersupply and the resilience of large builders. Investors should watch this as a strategic, patient bet rather than a signal that the housing market has bottomed.
Greg Abel, Warren Buffett's successor at Berkshire Hathaway, invested about $17 billion in Alphabet during Q2 2026, making it a core holding. This move aligns with Alphabet's strong fundamentals, including 24.2% revenue growth and a low valuation. Ab...
In Q2 2026, Berkshire Hathaway boosted its Alphabet shares by 83%, making it its third-largest holding worth $37.8 billion, while billionaire investor Stanley Druckenmiller initiated a new Alphabet position. Both investors, known for very different s...
Berkshire Hathaway, under new CEO Greg Abel, ended a 14-quarter streak of net selling by purchasing 48.1 million shares of Alphabet worth $37.8 billion, making it the company's third-largest holding. This marks a strategic shift from hoarding cash to...
