Warren Buffett’s New Investment in 3 years (as of Q2 2025)

This chart highlights Buffett’s most recent portfolio 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.

Takeaway: Buffett continues to refresh his portfolio with new entries while maintaining patience in a few cyclical and financial names.

Analysis:

• New bets: Healthcare, housing, and industrials dominate his latest additions.
• Selective growth: Consumer and specialty names like Domino’s and HEICO show targeted diversification.
• Conviction edge:  Louisiana‑Pacific and Jefferies illustrate where Buffett is willing to hold through cycles.