Nucor Stock Soars 8% to $155.25 Following Berkshire's $857M Stake Disclosure

Thursday, Aug 14, 2025 8:47 pm ET1min read

Nucor's stock price jumped 8% to $155.25 after Berkshire Hathaway disclosed a new $857M stake in the company. This significant investment by Warren Buffett's conglomerate is a positive signal for Nucor and its investors.

Warren Buffett's Berkshire Hathaway has made significant investments in several companies, including steel manufacturer Nucor (NUE), according to the latest quarterly Form 13-F filing with the Securities and Exchange Commission. Berkshire disclosed a new stake in Nucor worth approximately $857 million, which corresponds to a 6.6 million share position [1]. This investment has been well-received by the market, with Nucor's stock price jumping by 8% to $155.25 in after-hours trading [2].

The investment in Nucor is part of a broader trend of Berkshire Hathaway's strategic moves in the second quarter of 2025. In addition to Nucor, Berkshire also added stakes in UnitedHealth Group (UNH), Lennar (LEN), and D.R. Horton (DHI), among other companies [1, 3]. These investments reflect Berkshire's continued interest in diversifying its portfolio and exploring new opportunities across various sectors.

Buffett's decision to invest in Nucor is particularly notable given the company's recent performance and the steel industry's resilience. Nucor, one of the largest steel producers in the United States, has seen its stock price rise significantly in the wake of Berkshire's investment. The company's strong fundamentals and the increasing demand for steel products are likely factors contributing to this positive market reaction.

The filing also revealed that Berkshire's new UnitedHealth stake, worth about $1.6 billion, is one of the largest investments made by the conglomerate in the second quarter [4]. This investment, along with others, underscores Berkshire's commitment to identifying undervalued opportunities in various sectors, including healthcare, homebuilding, and steel manufacturing.

As Buffett steps down as CEO at the end of 2025, the responsibility for managing Berkshire's significant equity portfolio will likely fall to his successor, Greg Abel. Despite the changes in leadership, Buffett's investment philosophy and the conglomerate's long-term focus on value creation are expected to continue guiding Berkshire's investment decisions.

References:
[1] https://www.investors.com/news/warren-buffett-berkshire-hathaway-13f-secret-stock-pick-apple-bac/
[2] https://finance.yahoo.com/news/warren-buffetts-company-reveals-investments-210040642.html
[3] https://vinnews.com/2025/08/14/warren-buffetts-company-reveals-new-investments-in-nucor-unitedhealth-and-two-big-homebuilders/
[4] https://finance.yahoo.com/m/d3f6118e-ce89-383f-88e5-ea62e7357f3b/warren-buffett-bets-on-nucor.html

Nucor Stock Soars 8% to $155.25 Following Berkshire's $857M Stake Disclosure

Comments



Add a public comment...
No comments

No comments yet