Taylor Morn HomeTMHC
▲ ポジティブ資本関連度
Berkshire completed its $6.8B acquisition of Taylor Morrison at $72.50 per share, a positive valuation event.
資産への影響 5
Consumer Discretionary
Taylor Morn Home
DR Horton IncDHI
± 混在需要関連度
Berkshire initiated a position in D.R. Horton, but housing market weakness and prior quick exit make impact unclear.
Lennar CorporationLEN
▲ ポジティブ需要関連度
Berkshire increased its Lennar stake by nearly 30%, signaling confidence despite housing slump.
NVR IncNVR
± 混在需要関連度
Berkshire maintained its NVR investment, but no new action; housing market remains weak.
Energy Transition & Power Demand
Berkshire Hathaway IncBRK-B
▲ ポジティブ資本関連度
Berkshire's $6.8B acquisition of Taylor Morrison and net stock purchases highlight its capital deployment.
テーマインパクト
カバレッジ外企業 1
Clayton Properties Group非上場± 混在
関連度