Berkshire Hathaway pivoted heavily toward the U.S. housing market in its second-quarter 13F filing, disclosed on August 14th. Warren Buffett boosted his stake in one company and opened new positions in home construction and building supply firms, showing strong confidence in the housing sector. Warren Buffett’s firm lifted its Pool Corp. stake by 136% to over 3.45 million shares and opened major new positions in homebuilders DR Horton and Lennar. Berkshire Hathaway expanded into DR Horton and significantly increased its holdings in Lennar, including both Class A and Class B shares. The moves come as Redfin data shows the gap between U.S. home sellers and buyers is at a decade high, while mortgage rates have fallen to 2025 lows.
