(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire Hathaway has increased its bet on a long-term recovery for the struggling U.S. housing market by nearly doubling its stake in Lennar , the nation's second largest homebuilder, since the beginning of July. As of late Friday, Berkshire reports owning almost 25.4 million shares of LEN and another 549 thousand of its Class B super-voting shares for a total of 25.9 million shares, currently valued at $2.1 billion . That's 10.9% of Lennar's roughly 238 million shares outstanding for both classes. And it's a 93% increase from the 13.
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