Warren Buffett’s Berkshire Hathaway Invests in UnitedHealth, D.R. Horton, Lennar, and Nucor While Trimming Apple Stake
Berkshire Hathaway, led by legendary investor Warren Buffett, has revealed a fresh wave of strategic investments, signaling both confidence in select industries and a recalibration of its long-standing portfolio. According to a recent U.S. Securities and Exchange Commission filing detailing Berkshire’s U.S.-listed common stock holdings as of June 30, 2025, the company made notable new purchases in healthcare, homebuilding, and steel production while scaling back positions in technology and telecommunications.
The most significant new bet was on UnitedHealth Group. Berkshire acquired approximately 5.04 million shares valued at around 1.57 billion dollars. The news sent UnitedHealth stock soaring between 8 percent and 10 percent in after-hours trading. The investment comes at a time when UnitedHealth is facing several headwinds, including higher medical costs, investigations by the U.S. Department of Justice, a recent cyberattack, and the sudden death of its chief executive in December 2024. Buffett’s decision to buy into the insurer suggests a long-term value play despite ongoing challenges.
Berkshire also increased its exposure to the housing market with new stakes in two major homebuilders. The conglomerate purchased a position in D.R. Horton valued at roughly 192 million to 200 million dollars, as well as a much larger investment in Lennar worth about 799 million to 800 million dollars. Shares of both companies rose following the disclosure, with D.R. Horton gaining about 4 percent after hours.
In addition, Berkshire revealed a substantial new investment in steelmaker Nucor valued at approximately 857 million dollars. The company also initiated smaller stakes in Allegion, Lamar Advertising, and Pool Corporation, expanding its portfolio into industrial products, outdoor advertising, and leisure-related services.
On the other side of the ledger, Berkshire trimmed some of its most high-profile holdings. The company sold 20 million Apple shares, valued at roughly 4 billion dollars, reducing its position to 280 million shares worth between 57 billion and 65 billion dollars. Berkshire also cut back on Bank of America by selling 26 million shares and halved its position in Charter Communications. In addition, the conglomerate completely exited its stake in T-Mobile US.
The filing also revealed increases in other holdings, including Chevron, Constellation Brands, and Domino’s Pizza, reflecting Buffett’s confidence in energy, consumer goods, and food service sectors. Despite adding significant new positions, Berkshire remained a net seller of equities for the eleventh consecutive quarter, offloading approximately 3 billion dollars more in stocks than it purchased. The company’s cash reserves remain at a record-high level of about 344 billion dollars, providing ample flexibility for future opportunities.
Berkshire Hathaway’s latest moves suggest a strategic pivot toward sectors such as healthcare, housing, and industrial production, while reducing exposure to certain technology and telecom companies. Investors will be watching closely to see how these changes align with Buffett’s long-term investment philosophy as he approaches the later years of his career.
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