Warren Buffett’s Latest Power Move: 6 New Stocks Added to Berkshire’s Portfolio – Full Breakdown Inside

Oracle of Omaha shakes up the market with surprise plays.

Buffett's six fresh picks defy traditional value investing tropes—proving even legends adapt (or gamble).

Here's what made the cut:

1. [Sector] Disruptor: [Company] (Ticker)
2. [Sector] Dark Horse: [Company] (Ticker)
3. [Sector] Contrarian Bet: [Company] (Ticker)
4. [Sector] Dividend Darling: [Company] (Ticker)
5. [Sector] Tech Wildcard: [Company] (Ticker)
6. [Sector] Inflation Hedge: [Company] (Ticker)

Analysts scramble to justify how these align with 'buy what you understand'—while quietly updating their own portfolios. Because nothing validates a stock pick like Buffett's FOMO aura.

Image source: The Motley Fool.

Here are Berkshire's six new stocks

Here's a rundown of the six new stocks that were added to Berkshire's portfolio in the second quarter:

Company (Symbol)

Shares Purchased

Current Market Value

Data source: Berkshire Hathaway 13-F. Share counts as of 6/30/2025 and market values as of 8/15/2025.

Before we go on, there are a few things worth noting. First, we don't know whether these purchases were made by Warren Buffett himself, or one of Berkshire's two other investment managers, Ted Weschler and Todd Combs.

Also notice that although these are six brand-new positions, they add up to about $4 billion, significantly less than the proceeds from the Apple, Bank of America, and T-Mobile sales, which is how Berkshire was still a net seller of stocks for the quarter.

It's also possible that Berkshire will continue to build some of these positions. As an example, one of the stocks Berkshire first added to its portfolio late last year,, was one of the largest additions to an existing position during the second quarter. When we get a glimpse of Berkshire's third-quarter buys and sells later this year, I wouldn't be surprised to see at least a few of these positions have grown significantly.

Why did Berkshire buy these stocks?

We don't know exactly why Buffett and his team decided to add any of these stocks, and it WOULD be rare for him to comment on his investment thesis for any of them. But generally speaking, these all look like rather cheap stocks right now, especially considering that theandare near all-time highs.

In the case of UnitedHealth, it's no secret that the business has struggled lately. Between rising medical costs, regulatory turmoil, and several other issues, UnitedHealth -- the largest health insurer in the United States -- has fallen by nearly 50% in 2025 before Berkshire's purchase was announced.

You'll also notice that there is not one, but two homebuilders on the list, Lennar and D.R. Horton. Conditions for these companies are not great right now, as mortgage rates remain high and the market has been agonizingly slow. But these are two of the largest and most financially sound builders in the industry, and they trade for price-to-earnings (P/E) multiples of just 10.8 and 12.4, respectively.

The bottom line is that even though the stock market as a whole might look a little expensive right now, Buffett and Berkshire's investment managers seem to think there are some stocks that are attractive bargains right now. It will be interesting to see if Berkshire keeps adding to these (and any other) stocks in the third quarter, as the market has rallied significantly in the roughly one and a half months since the second quarter ended.