Buffett's Berkshire Hathaway has increased its stake again.

Latest disclosures show that during the week of September 28 to October 2, Berkshire Hathaway once again increased its stake in U.S. homebuilder Lennar, raising its shareholding to 11.2%. The move indicates that Berkshire is betting Lennar will benefit from a long-term recovery after the U.S. housing market downturn. However, Morgan Stanley remains pessimistic about Lennar's near-term prospects and has given the stock an "underweight" rating.