Berkshire Hathaway Bets $6.8 Billion on Taylor Morrison Amid Housing Slump

24/7 Wall St.··US·Read original
3▲3 ▼0Impact / 5
Summary · why it matters

Berkshire Hathaway completed its $6.8 billion acquisition of Taylor Morrison in July at $72.50 per share, adding a major homebuilding operation alongside its existing Clayton Properties Group businesses. Under CEO Greg Abel, Berkshire was a net buyer of $19.8 billion in stocks in the second quarter, purchasing $23.5 billion and selling $3.7 billion, while its cash and Treasury holdings fell to $364.7 billion from $397.4 billion. The company also initiated a position in D.R. Horton, increased its Lennar stake by nearly 30%, and maintained its NVR investment. Builder sentiment has remained below 40 for 16 straight months, with the National Association of Home Builders/Wells Fargo Housing Market Index at 35 in August, and single-family housing starts fell 9.9% in July to a 3.5-year low. Berkshire previously bought and sold its entire D.R. Horton position within months in 2023, making the current housing push harder to read as a long-term conviction bet.

Impact on assets 5

Consumer Discretionary▲ · 4 stocks
Taylor Morn Home
TMHC
▲ PositiveCapitalrelevance

Berkshire completed its $6.8B acquisition of Taylor Morrison at $72.50 per share, a positive valuation event.

DR Horton Inc
DHI
± MixedDemandrelevance

Berkshire initiated a position in D.R. Horton, but housing market weakness and prior quick exit make impact unclear.

Lennar Corporation
LEN
▲ PositiveDemandrelevance

Berkshire increased its Lennar stake by nearly 30%, signaling confidence despite housing slump.

NVR Inc
NVR
± MixedDemandrelevance

Berkshire maintained its NVR investment, but no new action; housing market remains weak.

Energy Transition & Power Demand▲ · 1 stocks
Berkshire Hathaway Inc
BRK-B
▲ PositiveCapitalrelevance

Berkshire's $6.8B acquisition of Taylor Morrison and net stock purchases highlight its capital deployment.

Off-coverage companies 1

Clayton Properties GroupPrivate± Mixed
relevance

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