Warren Buffett Invests $3.9 Billion in 12 Stocks: Which Ones Stand Out?

Warren Buffett invested $3.9 billion in 12 stocks in Q2 2025, including three new positions. Half of his buys involved adding to existing positions, such as Chevron and Lennar Class B. Berkshire Hathaway also initiated new positions in Allegion, Lamar Advertising, and UnitedHealth Group. Heico, Allegion, and Nucor are the biggest winners among his Q2 purchases, with UnitedHealth Group boasting the most attractive valuation based on the price-to-earnings-to-growth ratio.

Warren Buffett, the legendary investor, has continued to shape Berkshire Hathaway's portfolio in the second quarter of 2025. His latest moves include a $3.9 billion investment in 12 stocks, with three new positions. This strategic shift reflects Buffett's conviction in certain sectors, particularly housing and healthcare.

Among the 12 stocks, Buffett added new stakes in Allegion, Lamar Advertising, and UnitedHealth Group, while also increasing his holdings in several existing positions. The housing sector saw significant investments, with Berkshire Hathaway increasing its stakes in homebuilders and building supply firms. For instance, Pool Corp., DR Horton, Lennar Corp., Nucor Corp., and Allegion PLC were all part of these investments [1].

Buffett's belief in the housing market is bolstered by the current economic conditions. The spread between U.S. home sellers and buyers is at its largest in a decade, and mortgage rates have fallen to their lowest levels in 10 months [1]. These factors indicate a strong conviction in the sector, which aligns with Berkshire Hathaway's strategic shift into real assets.

In the healthcare sector, Buffett's investment in UnitedHealth Group stands out. UnitedHealth Group boasts an attractive valuation based on the price-to-earnings-to-growth ratio (PEG) of 1.24, making it one of the best picks among the 12 stocks [2]. Additionally, the company's resilient business model and strong cash flow generation make it a favorable investment for Buffett.

Other notable investments include Heico, Allegion, and Nucor, which have shown significant growth in 2025. These investments reflect Buffett's continued focus on value and growth prospects, even as he adjusts his portfolio in response to economic uncertainties.

References:
[1] https://www.benzinga.com/real-estate/25/08/47174809/warren-buffett-doubles-down-on-americas-housing-boom-upping-berkshires-holdings-in-homebuilders-and-building-supply-firms-by-triple-digits
[2] https://finance.yahoo.com/news/warren-buffett-just-invested-3-084700832.html