Company
Taylor Morrison is a major U.S. homebuilder that designs and constructs residential communities across several states.
Berkshire under Greg Abel paid $6.8 billion in equity for Taylor Morrison, then lifted its Lennar stake 94% in the third quarter, ResiClub calculates. Abel told CNBC he does not envision a quick housing recovery, and the payoff is years away.
Reality
Greg Abel added 48.1 million Alphabet shares in his second full quarter as CEO, with roughly 60% of the spend routed through a private placement tied to Google's June capital raise.
Perspective Coverage
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Greg Abel has run Berkshire since the turn of the year, but Warren Buffett publicly claims paternity of the position that now ranks third in its portfolio. That gap is the question for boards mid-handover.
Reality
Berkshire put $39.4bn into equities in the first half of 2026 against $7.1bn a year earlier. On September 18 the chairmanship passed to Howard Buffett, whose remit his father defined as guarding the culture.
Reality
Warren Buffett becomes chairman emeritus and his son Howard takes over the board while Greg Abel keeps running the company, with $4.5bn of second-quarter buybacks the only use of the cash Berkshire has disclosed.
Perspective Coverage
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A Seeking Alpha analyst values Berkshire Hathaway at $1.18 trillion, about 8% above its market cap, and rests the bull case on Greg Abel putting $10 billion into Alphabet and $6.8 billion into Taylor Morrison. He is long the stock.
Reality