The Omaha, Nebraska-based company will pay $72.50 a share in cash for Taylor Morrison. The acquisition marks one of the first major strategic deals under Warren Buffett's successor Greg Abel, who took over as CEO in the beginning of 2026.
Berkshire will acquire the homebuilder for $72.50 per common share in cash, valuing Taylor Morrison's equity at around $6.8 billion.
Berkshire Hathaway's stock picks are closely monitored by investors and the financial media. These publicly traded picks, however, aren't the core of this company's business model.
The deal is one of the first big moves by Greg Abel, who succeeded Warren Buffett as chief executive officer in January.
Berkshire's widely held B shares are now running 16.3 percentage points behind the benchmark index year-to-date, the biggest gap so far in 2026.
Charlie Shamieh, the 59-year old chairman of Gen Re, will take over Berkshire's insurance business when Ajit Jain retires.
Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire.
Berkshire Hathaway Inc. reported Q1 operating earnings up 17.7% Y/Y, but cash drag and equity book rotation constrain upside. Abel's stewardship emphasizes a "core four" equity portfolio and strategic cash moat, with increased Japan exposure but limited transformative deployment. Share buybacks remain modest, and the unresolved Buffett estate overhang continues to cap BRK's valuation multiple.
Polymarket, the crypto-based prediction platform, is pricing in a 78% probability that Anthropic, the maker of the Claude family of artificial intelligence models, will reach a $1.5 trillion valuation by the end of 2026. That level would put it neck and neck with Meta and value it at roughly $500 billion more than Berkshire Hathaway.
Bill Gates built one of the world's most valuable software companies, and yet the trust that funds his foundation no longer owns a single Microsoft share. That sounds dramatic, but the more revealing detail is what remains inside the Gates Foundation Trust: a public equity portfolio of roughly $33 billion, with about 46% now sitting in just two stocks: Berkshire Hathaway and Waste Management.
The addition of two new names, Delta Air Lines and Macy's, to the portfolio are hard to explain.
Although the benchmark S&P 500 has clawed back to record territory and the VIX has settled into a sleepy 16.7 reading, Wall Street's memory is shorter than its history would suggest.