Berkshire: Strategic New Positions Signal Sector Confidence
Warren Buffett’s has released its quarterly Form 13-F filing for the period ending June 30, 2025, providing valuable insights into the legendary investor’s latest moves. The filing reveals strategic shifts in Buffett’s portfolio, including new positions in healthcare and steel, significant investments in housing, and continued reduction of his holdings. With a total portfolio value of $257.5 billion across 114 holdings, these moves come at a time when markets are showing mixed signals.
Berkshire Hathaway’s most notable new investments include substantial positions in worth $1.57 billion and valued at $857 million. The UnitedHealth investment represents over 5 million shares at an average purchase price of $311.97, though the…