Berkshire Hathaway CEO Warren Buffett revealed new investments in latest SEC filing. Confidential stake from first quarter now revealed to be homebuilders Lennar and DR Horton, as well as America’s largest steelmaker Nucor. Surprise $1.6 billion stake in UnitedHealth added in second quarter amidst company struggles. Berkshire also added Allegion and Lamar, while cutting Bank of America and Apple holdings.

Investment in UnitedHealth by Berkshire seen as value play, with potential for turnaround amidst company struggles. Scion, investment firm of Big Short investor Michael Burry, also disclosed new position in UnitedHealth. Both Berkshire and Scion making similar bets on healthcare giant. Buffett’s moves closely watched by investors and analysts.

Read more at Yahoo Finance: Warren Buffett Reveals Multibillion-Dollar Pre-Retirement Bets