Berkshire adds four new holdings, UnitedHealth largest stake

Berkshire Hathaway disclosed a quartet of new investments in the latest quarterly filing, including positions in steelmaker Nucor, insurer UnitedHealth, and two of the nation’s largest homebuilders, Lennar and DR Horton. The moves come as the conglomerate continues to deploy a substantial cash hoard into selected assets, with UnitedHealth’s stake valued at about $1.57 billion, while the other three new positions are each under $1 billion. The disclosures arrive as Berkshire, led by veteran investor Warren Buffett, prepares for a transition in its top leadership later this year and maintains a cash pile reported in the hundreds of billions.

The biggest new stake, Nucor, consists of 6.6 million shares worth roughly $857 million at the end of the quarter. Lennar follows at nearly $800 million, and DR Horton at about $191.5 million. UnitedHealth’s stake, at about $1.57 billion, stands out as the largest single addition among the four. Berkshire’s quarterly filings provide a snapshot of approximately $258 billion in its portfolio, alongside a cash reserve reported near $344 billion, underscoring the company’s ability to make opportunistic purchases when market conditions allow.