The past two weeks of SEC filings show a clear split: one of the world's most watched investors buying aggressively, while insiders at high-flying names race for the exit.
Berkshire Hathaway piles into homebuilders. A news item filed today confirms Berkshire Hathaway bought 660,410 shares of Lennar on September 28 to 30, at an average of $81.59, lifting its Class A stake to over 26 million shares. Warren Buffett's firm has been accumulating the homebuilder quietly, and this latest tranche adds fresh weight to the position.
NVIDIA director sells $366M in weeks. Independent director Mark Stevens filed a series of sales in late August and early September, offloading roughly 1.65 million NVIDIA shares across multiple transactions. The combined value tops $366 million. The trades were filed between September 2 and September 2, with transactions dated August 31 and September 2. Stevens holds no operational role, and the filing data does not indicate a 10b5-1 plan flag, making the cluster worth watching.
Corpay CEO cashes out $121M. Ron Clarke, chairman and CEO of Corpay, sold 290,043 shares on August 21 for roughly $121 million. The filing was reported August 25. Clarke's trade carried a trade_significance score of 1, suggesting routine activity, but the size is notable for any C-suite exit.
TPC chairman sells $197M. Ronald Tutor, Executive Chairman of Tutor Perini, sold a combined 2.3 million shares across two transactions on August 31, netting approximately $197 million in total. Both filings landed September 2.
On the buy side, Bill Gates added over $146 million worth of Republic Services shares across three purchases between August 24 and 27, continuing a long-running accumulation of the waste management firm.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
