Berkshire Hathaway's latest 13F filing reveals new stakes in homebuilders, including D.R. Horton, Lennar, and NVR. This reflects Warren Buffett's confidence in the housing market despite its ongoing struggles. The market has faced a 2.7% reduction in existing-home sales, while new home sales have risen by 0.6% since May, although they are down 6.6% from the previous year. High mortgage rates averaging 6.58% have reduced demand, but potential Federal Reserve rate cuts in September 2025 could invigorate the market and improve mortgage REITs' appeal.
Berkshire Hathaway's recent 13F filing shows Warren Buffett's investment in homebuilders D.R. Horton, Lennar, and NVR, signaling his confidence amidst a struggling housing market.
The housing market faces challenges with a 2.7% drop in existing-home sales; however, new home sales rose slightly by 0.6% from May despite a year-over-year decline of 6.6%.
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