BRK-B · News · 20261015N

Housing Portfolio Expansion

BERKSHIRE HATHAWAY INC · 2026-10-15 · Importance 58 · Surprise 42

Since Greg Abel became CEO on January 1, 2026, Berkshire Hathaway has expanded its U.S. homebuilding exposure through several transactions. Berkshire agreed to acquire Taylor Morrison for $6.8 billion in equity value, or approximately $8.5 billion including debt, and completed the deal in July. Clayton Properties Group subsidiary Mungo Homes acquired South Carolina builder McGuinn Homes in early July. In the third quarter, Berkshire increased its Lennar position by 94% and now owns approximately 11% of the U.S. homebuilder, indicating a significant strategic commitment despite housing-market weakness.