Berkshire's Billion-Dollar Bets: Buffett's Last Hurrah?
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Berkshire's Billion-Dollar Bets: Buffett's Last Hurrah?
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The past few days have seen Berkshire Hathaway command headlines across Wall Street, blending market discipline with a flair for surprise that would make even the most measured of conglomerates blush. Berkshire’s summer reshuffle started with its latest 13F filing, where, true to form, it trimmed Apple for the second quarter running—selling off 20 million shares for a cool $57 billion post-trim, a prudent profit-taking move interpreted by veteran Buffett watchers as a mark of discipline after years of dizzying gains. Bank of America also got clipped, with over 26 million shares sold, even as stalwarts like American Express and Coca-Cola remained untouched, those Buffettian totems of reliable cash flow and moats channeling the Oracle’s perpetual appetite for durable businesses, as confirmed by Acquirer’s Multiple and Business Insider.
But it was not all defense. Berkshire’s penchant for sniffing out battered bargains emerged with its $1.6 billion stake in UnitedHealth, a move that set pulses racing not just on Wall Street (where the stock jumped over 10 percent) but among insurance industry execs pondering Buffett’s penchant for mounting a comeback play when reputational and regulatory clouds have spooked lesser hands. Creative Planning’s Peter Mallouk called it the “perfect Buffett play,” while portfolio managers buzzed about the uncanny ability to spot value in chaos. Notably, Berkshire now holds around five million shares in UnitedHealth, according to BenefitsPro.
The company’s plot thickened with nearly $1 billion invested in homebuilders Lennar and DR Horton, signaling a quiet but bullish tilt toward housing even as the market contends with interest rate hikes and persistent supply shortages—SFGate and Barron's point out Berkshire’s bet bucks prevailing sentiment, hinting at an optimistic long game as the sector tries to bridge a historic housing gap.
Meanwhile, Buffett’s own drama—announcing at his final annual meeting that he would retire as CEO by year’s end, ceding the reins to Greg Abel yet remaining as chairman—sent tremors through Omaha and far beyond, with investors dissecting every word at what became his formal farewell as day-to-day chief. Adding color, Berkshire issued a rare political statement, rebuffing rumors tying Buffett to pro-tariff policies after a spate of social media conjecture, a sign that even the most insulated icons cannot always avoid the cacophony of misinformation in 2025.
Socially, Berkshire buzzed as director Chris Davis’s fund offloaded a chunk of Berkshire shares, though his personal stake remains untouched, according to a Barron’s statement. And rumblings continue about a hush-hush Bell Laboratories deal, buoyed by private jet sleuthing but still unconfirmed—so treat that as delicious but speculative gossip.
All told, Berkshire Hathaway’s week? A cocktail: some profit-taking, big new bets on healthcare and housing, an imminent leadership handoff, brisk rebuttal of political rumors, and, of course, enough intrigue to keep both investors and gossips glued to every move.
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