Warren Buffett's Berkshire Hathaway boosted its position in Lennar Corp. by nearly 30% during the second quarter of 2026, according to a recent SEC filing. The investment firm added over 3 million shares, bringing its total holdings to 13.11 million shares, valued at approximately $1.19 billion as of June 30, 2026. This elevates Berkshire's stake in the major U.S. homebuilder to about 0.40% of its total portfolio.
Investors should note that this information is from a quarterly 13F filing, which is released with a delay and reflects trades made between March 31 and June 30, 2026. While the filing reveals a significant increase in Berkshire's position, the firm has not publicly commented on its specific motivations for the trade. The move comes as the housing market continues to be a key area of focus for investors.