The conglomerate of the famous investor initiated an important position in Unitedhealth and continued to prune his investment in the manufacturer of the iPhone in the second quarter, reveals a document filed with the American stock market gendarme on Thursday.
Berkshire Hathaway acquired 6.6 million shares from the health care insurer Unitedhealth, under pressure since the drama of the assassination of the boss of his United Healthcare Brian Thompson division in the heart of Manhattan on December 4, 2024.
The company is under several federal surveys, notably from the US Ministry of Justice. These surveys relate to allegations of fraudulent billing practices. His CEO, Andrew Witty also resigned in May 2025.
Drinks and pizza
According to a summary prepared by the Whalewisdom site. com, the Omaha group in Nebraska also acquired 7 million shares from Lennar and 1.4 million shares from Dr. Horton, two house manufacturers.
Opportunistic, Berkshire acquired 6.6 million shares from the Nucor steel manufacturer.
He also acquired drinks and pizzas. Its share in Constellation Brands, a distributor of Modelo beer in the United States, increased by 12 % and in that in Domino Pizza by 1 %. In this scorching summer, Berkshire has accumulated 2 million actions of the wholesaler in swimming pool and spa products, Pool Corporation.
Note that Warren Buffett has liquidated its full position of 3.8 million T-Mobile shares, an estimated value of US 1 billion. He also reduced his commitment to Formula One Group by 14 % and had 4 % his owning in Bank of America.
Here are the main positions of its portfolio on June 30, 2025, Apple: 57.4 billion US or 22 % of the total; American Express 48.4 billion US or 19 % of the portfolio; Bank of America: US 28.6 billion or 11 %; Coca-Cola: 28.3 billion US Sou 11 % of the total; Chevron oil: US 17.5 billion, 6.8 % of the portfolio.