Aug. 14 at 9:44 PM
$UNH $NUE $LEN $DHI $LAMR
Warren Buffett's Berkshire Hathaway disclosed in an SEC filing its holdings as of June 30, 2025.
-- Berkshire Hathaway's new buys during the second quarter included, by size of position, UnitedHealth (UNH), Nucor (NUE), Lennar (LEN), DR Horton (DHI), and Lamar (LAMR). Berkshire Hathaway exited one positions during the quarter,T-Mobile (TMUS).
-- Berkshire Hathaway increased its stake in a number of holdings, including by size of previous position, Pool Corp (POOL), Heico (HEI.A), Domino's Pizza (DPZ), and Constellation Brands (STZ).
-- Berkshire Hathaway reduced its stake in four holdings, including by size of previous position, Apple (AAPL), DaVita (DVA), Charter Communications (CHTR), and Bank of America (BAC).
-- Berkshire Hathaway's top holdings as of June 30, in order of size, were Apple, American Express (AXP), Bank of America, Coca-Cola (KO), and Chevron (CVX).
