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AP roundup covers: Mexico lifted a US security alert that halted Michoacán avocado exports, restarting orchards and packing plants and returning US inspectors. Berkshire Hathaway increased its Alphabet stake to about 106 million shares (~$37.76B) and raised homebuilder holdings. Other items include BBC’s US court request in Trump defamation case, Japan GDP data, upcoming retailer earnings, and Maryland’s court ruling voiding its digital ad tax and ordering refunds to Apple and Google.

David Weekley Homes will break ground on model homes at Saddleback, a $1 billion master-planned community in northwest Peoria. Castle Hill Partners says home sales began this summer, with Lennar (NYSE: LEN) and Taylor Morrison building the first 572 homes. David Weekley will add Copper Ridge (129 sites, low $700,000s) and Trailmark (61 sites, mid $800,000s).

Berkshire Hathaway’s Q2 regulatory filing says it added about 48.1M shares of Alphabet, lifting its stake to about 106M shares valued at about $37.76B as of June 30, up from 17.8M shares at year-end. Berkshire also increased homebuilder exposure, including a near 30% rise in Lennar. It reduced stakes in several firms and exited Constellation Brands.

Berkshire Hathaway increased its Alphabet stake, buying about 48.1 million shares in Q2 to reach about 106 million shares worth about $37.76B as of June 30, following a June plan for a $10B Alphabet stock investment. It also raised US homebuilder holdings, including Lennar and a new DR Horton position, after buying Taylor Morrison. Berkshire trimmed positions in Kroger, Nucor, DaVita, exited Constellation Brands, and reduced Bank of America, Ally Financial, and Capital One.

Berkshire Hathaway said in a regulatory filing that in Q2 it bought about 48.1M additional Alphabet shares, taking its total to about 106M, valued at about $37.76B as of June 30. It also increased stakes in Lennar and added D.R. Horton, while trimming positions including Bank of America, Ally Financial, and Capital One. Candidate_tickers: GOOGL, BRK.B.

Berkshire Hathaway’s Q2 SEC filing says it increased its Alphabet stake by about 48.1 million shares to nearly 106 million shares, valued at about $36.6 billion. Berkshire attributed much of the increase to Alphabet’s $10 billion private placement in early June. It also added to Delta Air Lines and other holdings, while financial-sector positions declined.

Berkshire Hathaway’s Q2 13F, filed Aug. 14, shows it was a net buyer of about $19.8B in US stocks, buying $23.5B and selling $3.7B. The portfolio totals $299.3B across 29 companies. Alphabet (GOOGL/GOOG) was a major focus, with the stake worth about $36.6B. Berkshire added D.R. Horton (DHI) and eliminated Constellation Brands (STZ).

Berkshire Hathaway said it spent about $20B on other equities in Q2, repurchased about $4.5B of its own stock, and held $365.5B cash at midyear. It added to Alphabet (GOOGL) and Delta Air Lines (DAL), and disclosed other 13F changes including trims to Bank of America (BAC) and Kroger (KR).

Berkshire Hathaway and affiliated entities, including Berkshire Hathaway Inc. and related insurance companies, reported in a Schedule 13G that they beneficially own 13,111,741 shares of Lennar Corporation common stock, or 6.2% of the class, with shared voting and dispositive power. Warren E. Buffett signed the filing as attorney-in-fact.

Berkshire Hathaway (BRK.B) reported Q2 portfolio changes in an Aug. 14 SEC filing. It was a net buyer of equities, buying $19.8B vs $3.7B sold, and repurchased $4.5B of its own stock. Berkshire increased Alphabet (GOOGL/GOOG) and added D.R. Horton (DHI), while trimming Bank of America (BAC), Kroger (KR), Ally (ALLY), Capital One (COF), Nucor (NUE) and fully exiting Constellation Brands (STZ).