Berkshire's Top Performing Major Holding of 2012: USG Corporation (USG)
USG Corporation (NYSE:USG) is up 180% since Jan. 1, 2012 and was the best performing significant position owned by Berkshire Hathaway (BRK.B) in 2012.
Eagle Materials Inc (EXP)
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Construction Materials Are For Later: Vulcan Materials Company (VMC), Martin Marietta Materials, Inc. (MLM)
Producers of the material that we use to build our fancy civilizations might not be having the easiest time. Growth is up, but construction and building activities are still in a depressed state.
The Housing Market Recovery, a Boon to Cement Industry: James Hardie Industries plc (ADR) (JHX), Eagle Materials, Inc. (EXP), Texas Industries, Inc. (TXI)
Rick Judson, Chairman of NAHB, commented: “The surge in demand for new homes this January is an excellent sign that the housing recovery is gaining steam and helping put more people back to work.”...
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Billionaire Hedge Funds
