This chart highlights Warren Buffett’s portfolio BERKSHIRE HATHAWAY INC moves — positions initiated within the past three years. Fresh buys like UnitedHealth, Nucor, D.R. Horton, Lamar Advertising, and Allegion (all at 0.25 years) show his newest bets, while mid‑term holdings such as Domino’s, Pool, and HEICO reflect selective exposure to consumer and industrial names. Near the three‑year mark, Louisiana‑Pacific (2.7 years) and Jefferies Financial Group (2.7 years) stand out as conviction plays he’s held onto longer.
Buffet seems to really like house building companies.
Some real dogs in there but a couple of interesting ones that I’ll save for when I’m in a buying mood.
It’s likely that he has been selling much more than buying. And what he is buying is probably just to insulate against a possible collapse. If the market collapsed, houses are always needed. Historically he used a basis of the countries GDP compared to the historical average market value. When it drops below, he buys heavily for long investments, when it gets above, he starts to sell off investments that may be able to plumet.
Sorry if I’m explaining something you are already aware of
Some numbers show burkshire Hathaway sold $130+ billion in stock in 2024, while buying only around $3 billion. I assume he doesn’t like the outlook of this tech craze.
I know very little about economics. These assessments always make a lot of sense to me but what is it that usually triggers a correction?
Corrections happen because the market thinks assets are over-priced.