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Berkshire exits D.R. Horton, adds to Lennar — what it means for homebuilders
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Berkshire exits D.R. Horton, adds to Lennar — what it means for homebuilders
While headlines scream that Berkshire Hathaway has taken a $4-plus billion position in Alphabet, a quieter, “closer-to-home” move slips into the latest 13F filing. In the same quarter that Berkshire built its stake in Google’s parent, it closed out its position in D.R. Horton and added to its stake Lennar. For the broader market, that’s a footnote. For homebuilding strategists and capital partners, it may amount to a tell. Buffett’s team didn’t …
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