Hua Er Jie Jian Wen·2025-08-17 01:45Group 1 - Warren Buffett is signaling a clear investment strategy by allocating funds to the interest-sensitive U.S. residential construction sector through Berkshire Hathaway [1][2] - Berkshire Hathaway's latest 13F filing reveals new positions in D.R. Horton and increased holdings in Lennar, indicating confidence in the housing market [1][2] - D.R. Horton has seen a 19% increase in stock price year-to-date, outperforming peers like Toll Brothers and Lennar, which have seen lower or negative returns [2] Group 2 - Other residential builders, such as Taylor Morrison Home, are also showing strong momentum, with its stock price only 10% off its 52-week high [6] - Taylor Morrison Home's stock has broken through a key technical level, with expectations of reaching $75 by the end of Q4 and potentially $100 by early 2026 [6] - Masco, a supplier in the housing industry, is identified as a potential stock to watch, having recently surged 13% in the past month despite a modest 1% increase year-to-date [8] Group 3 - Sherwin-Williams, a major player in the paint industry, has benefited from the housing market rebound, with its stock up 7% year-to-date and a significant technical breakout observed [11] - The stock of Sherwin-Williams has surpassed a critical resistance level, with analysts projecting a target of $400 by year-end [11]