Berkshire Hathaway purchased 1.5 million shares of D.R. Horton for $203 million in Q1 2025 and sold 27,000 shares in Q2 for $3.3 million. Buffett's history of profitable investments includes major companies such as Apple and segments like oil and banking. His recent investments in homebuilders suggest a belief in a revival of the housing market, driven by a housing supply shortage and deregulation under the Trump administration. Analysts note the strong market position of major homebuilders as they possess valuable land and development expertise.
In Q1 2025, Berkshire Hathaway purchased 1.5 million shares in Texas-based homebuilder D.R. Horton for roughly $203 million, indicating strong confidence in the housing market.
Buffett’s investments in companies like D.R. Horton suggest a belief that the housing market is poised for recovery, despite previous concerns about sector viability.
Business consultant Rich Swerbinsky notes the logical basis for Buffett's investments, citing a shortage in housing supply and favorable regulatory changes under the Trump administration.
Steve Murray emphasizes the competitive advantage of large homebuilders, highlighting their extensive land ownership and capability for large-scale development as key factors for investment attractiveness.
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