Berkshire Hathaway Class B Stock Plunges in Trading Volume to 26th on Market Amid Strategic Portfolio Shifts and Nucor Bet

Berkshire Hathaway Class B (BRK.B) rose 0.71% on August 27, 2025, with a trading volume of $2.17 billion, a 46.13% decline from the previous day. The stock ranked 26th in terms of volume within the broader market. Meanwhile, Berkshire’s strategic portfolio adjustments and sector bets are drawing investor attention.

Berkshire has significantly increased its stake in Nucor, a leading U.S. steelmaker, with nearly $857 million allocated to the company by the end of Q2. This investment, part of a broader bet on housing and construction recovery, aligns with Berkshire’s existing portfolio of housing-related subsidiaries, including Clayton Homes, Benjamin Moore, and Johns Manville. Nearly two-thirds of Berkshire’s first-quarter “mystery” investments were directed toward Nucor, alongside homebuilders Lennar and D.R. Horton. The move signals confidence in the cyclical rebound of construction materials and housing demand, despite the sector’s inherent volatility.

Warren Buffett’s decision to divest a portion of Berkshire’s Apple stake—selling 635 million shares since late 2023—has also sparked analysis. The reduction, which leaves Apple as Berkshire’s largest holding at $64 billion, may reflect concerns over Apple’s valuation, slowing growth, and potential future tax policy shifts. With Berkshire’s cash reserves now exceeding $344 billion, the moves are seen as part of a transition strategy for incoming CEO Greg Abel, allowing him flexibility to build his own investment legacy.

Backtesting results indicate mixed industry developments: ENGO Eyewear’s new smart eyewear launch, Healthy Extracts’ Amazon product expansion, and a class-action lawsuit against Palantir Technologies. These updates highlight sector-specific momentum but do not directly impact Berkshire’s core operations or stock performance.