Warren Buffett's Berkshire Hathaway Just Revealed More Than a Billion Dollars in New Investments -- and This Steel-Manufacturer Is on the Short List
News Summary
In its Q2 2025 13F quarterly portfolio update, Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) revealed several new equity investments. Notably, Berkshire established a new position in top U.S. steelmaker Nucor (NUE) valued at $857 million, acquired a stake in UnitedHealth Group, increased its holdings in construction company Lennar, and re-invested in D.R. Horton, a company it had previously exited. These investments come as Berkshire has generally been a net seller of stocks and maintained a significant cash reserve. It is speculated that Berkshire's moves into Nucor, Lennar, and D.R. Horton are strategic plays on American construction and infrastructure development, aligning with President Trump's
Background
Berkshire Hathaway, led by legendary investor Warren Buffett, files quarterly 13F reports with the U.S. Securities and Exchange Commission, which are closely watched by the market for insights into its large equity portfolio. These disclosures often serve as indicators of Buffett and his team's perspectives on the American economy and specific industry outlooks. Following President Trump's re-election in 2024, his
In-Depth AI Insights
Are these investments merely a direct bet on U.S. infrastructure spending, or does the Buffett team perceive deeper structural shifts at play? - On the surface, the investments in Nucor, Lennar, and D.R. Horton do appear to be a direct response to the Trump administration's