巴菲特2025年第三季度大幅减持纽柯钢铁的可能动机

Core Insights - Nucor Corporation (NUE) reduced its holdings by approximately $29 million, representing 3.1% of its position [1][2] Group 1: Background - The reduction in holdings occurred after Nucor had just established its position in Q1 and Q2 of 2025, during a period when steel stocks were declining from their peak in 2021 [1][2] Group 2: Motivation - The decision to slightly reduce the position was influenced by the stock price not rebounding as expected, instead showing weakness, indicating Berkshire's flexible strategy of "quick in and out" with cyclical stocks [1][2]