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Lance Lambert reports that D.R. Horton, the largest homebuilder in America, currently owns or has rights to 568,000 homesite lots.
He adds that 1,102,615 U.S. homes are for sale at this moment, highlighting the scale of available inventory.
Earlier this year, Lance Lambert covered Berkshire Hathaway's 2026 acquisitions of Taylor Morrison and McGuinn Homes as part of Greg Abel's homebuilding strategy. He has also reported that the average 30-year fixed mortgage rate is 6.63 percent, compared to 6.79 percent a year ago. Both developments reflect recent shifts tracked by major homebuilder M&A activity and mortgage rate changes in the U.S. housing sector.