Lennar has Berkshire's long-term backing—29 million shares, 12.2%, quadrupled in 10 months—and Berkshire bought during the dip despite an unproven short-seller report. But incentives of up to 12% of deliveries are pressuring margins, and the related-party demand claims are worth following.

An additional 7.5 million shares of Lennar were purchased, bringing his stake to 29 million shares worth $2.45 billion.

Lennar closed up 8.6%.

I have already spoken about Lenar Company. 8.69%.

Berkshire owns 12% of Lennar. They continue to do what they need to do. Exceeding the 10% threshold is what makes this visible. Beyond that limit, they have to report every purchase within two business days instead of once every quarter, which is why we can see the purchase in real time now.

29 million shares, or 12.2% of the company. Worth 2.45 billion today. Second largest contributor. wow. This makes them insiders because they exceeded the 10% threshold.

Berkshire quadrupled its stake in Lennar in 10 months. Something is happening. Do you think they are backing out of the deal? Remember that he does not enter into a short-term stock.

It's a long-term endeavor. He likes the stock in the long run. It has gone from 7 to 10 to 13 to 29 million shares.

They bought during today's dip. The stock closed above every price they paid. Every price they were able to pay, they are now above.

Ah, Linar buys sales volume with incentives of up to 12% of deliveries. They are lowering the price to keep the machine turning, and that puts pressure on the margin, and no one wants to be a real estate developer in this situation.

A short seller attacked "Lenar" in the middle of the buying operations. So you have Buffett buying, and someone saying, "I'm going to short sell." On October 2nd, Hunter Brook published a report on Lennar and Melrose.

It is a land company that Lenar spun off in 2025. It fell 2.9% that day and continued to decline.

The claim is that Melrose bought more than 700 homes from Lennar in about a month. I hope I pronounce that correctly. Ah, in at least 51 counties and 15 states.

Why might that be important? A related company that buys homes makes the advertised demand appear stronger than the actual demand. They own about 43% of the voting rights in Melrose and other such nonsense .

Ah, so why is this important? You have to realize that they always manipulate things to make everything look good, and you don't want that to be the company that owns it. You want everything to be clear and transparent, and we'll see how things develop.

Hunterbrook revealed that it was short selling both Lennar and Melrose when the report was published. The claims have not been proven true. Berkshire continued to buy directly despite that .

So, once again, that's what she said, that's what Hunter Brook said.

The report states that if a related company is buying homes, the advertised demand appears stronger than the actual demand. The CEO of Lennar owns approximately 43% of Melrose's voting power, and Lennar accounted for 72% of Melrose's revenue in the last quarter. So, this is something worth following up on.

Lennar, the New York Times, and Macy's.