Berkshire Hathaway's 13F Filing Suggests a Buffett-Style Bash — Pizza, Beer and Fine Wine

Benzinga

02-17

Berkshire Hathaway, under the leadership of Warren Buffett, has amplified its investments in Domino’s Pizza Inc. (NYSE:DPZ), Pool Corporation (NASDAQ:POOL), and Constellation Brands, Inc. (NYSE:STZ).

What Happened: According to the recent 13F filings, Berkshire’s investment in Pool Corp escalated from approximately $152 million to $204 million. Its stake in Domino’s Pizza also witnessed a substantial surge from nearly $549 million to $1 billion. Furthermore, Berkshire initiated a significant stake in Constellation Brands, estimated at around $1.2 billion.

Investment experts speculate that these investment choices were probably made by Todd Combs or Ted Weschler, who manage smaller investment portfolios at Berkshire Hathaway, reports the Fortune. Currently, the company holds a cash reserve valued at more than $300 billion.

During the same period, Berkshire retained its $75 billion stake in Apple Inc. (NASDAQ:AAPL) while reducing its stakes in Bank of America Corporation (NYSE:BAC), $Citigroup Inc(C-N)$. (NYSE:C), and Capital One Financial Corporation (NYSE:COF).

Also Read: Berkshire Hathaway Adjusts Portfolio, Keeps Apple Stake Unchanged, Offloads Stakes in BofA

Interestingly, Berkshire completely divested its stake in Ulta Beauty Inc. (NASDAQ:ULTA). The company’s annual letter to shareholders, which usually sheds light on its investment decisions, is due later this month.

Why It Matters: Berkshire Hathaway’s recent investment decisions indicate a strategic shift towards companies that have demonstrated resilience and growth potential amidst market volatility.

The significant increase in stakes in Domino’s Pizza, Pool Corp, and the initiation of a substantial stake in Constellation Brands, underscores Berkshire’s confidence in these companies’ future performance.

The divestment from Ulta Beauty and the trimming of stakes in several major banks suggest a cautious approach towards sectors that may face headwinds in the current economic climate.

Read Next

Warren Buffett's Advice for Overpriced Stocks: ‘Zip up Your Wallet, Take a Vacation, and Come Back in a Few Years To Buy Stocks at Cheap Prices'

Image: Shutterstock

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2512940099"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2512940099\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2512940099?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-17 22:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2512940099","market":"hk","top_or_hot":-1,"title":"Berkshire Hathaway's 13F Filing Suggests a Buffett-Style Bash — Pizza, Beer and Fine Wine","media":"Benzinga","content":"<html><body><p><strong>Berkshire Hathaway</strong>, under the leadership of <strong><a class=\"promotion-word\" href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a></strong>, has amplified its investments in <strong>Domino’s Pizza Inc.</strong> (NYSE:DPZ), <strong><a href=\"https://laohu8.com/S/POOL\">Pool Corporation</a></strong> (NASDAQ:POOL), and <strong>Constellation Brands, Inc.</strong> (NYSE:STZ).</p>\n<p><strong>What Happened</strong>: According to the recent 13F filings, Berkshire’s investment in Pool Corp escalated from approximately $152 million to $204 million. Its stake in Domino’s Pizza also witnessed a substantial surge from nearly $549 million to $1 billion. Furthermore, Berkshire initiated a significant stake in Constellation Brands, estimated at around $1.2 billion.</p>\n<p>Investment experts speculate that these investment choices were probably made by<strong> Todd Combs </strong>or <strong>Ted Weschler</strong>, who manage smaller investment portfolios at Berkshire Hathaway, reports the Fortune. Currently, the company holds a cash reserve valued at more than $300 billion.</p>\n<p>During the same period, Berkshire retained its $75 billion stake in <strong>Apple Inc.</strong> (NASDAQ:AAPL) while reducing its stakes in <strong>Bank of America Corporation</strong> (NYSE:BAC), <strong>$Citigroup Inc(C-N)$.</strong> (NYSE:C), and <strong>Capital One Financial Corporation</strong> (NYSE:COF).</p>\n<p>Also Read: <strong>Berkshire Hathaway Adjusts Portfolio, Keeps Apple Stake Unchanged, Offloads Stakes in BofA</strong></p>\n<p>Interestingly, Berkshire completely divested its stake in <strong>Ulta Beauty Inc.</strong> (NASDAQ:ULTA). The company’s annual letter to shareholders, which usually sheds light on its investment decisions, is due later this month.</p>\n<p><strong>Why It Matters</strong>: Berkshire Hathaway’s recent investment decisions indicate a strategic shift towards companies that have demonstrated resilience and growth potential amidst market volatility. </p>\n<p>The significant increase in stakes in Domino’s Pizza, Pool Corp, and the initiation of a substantial stake in Constellation Brands, underscores Berkshire’s confidence in these companies’ future performance. </p>\n<p>The divestment from Ulta Beauty and the trimming of stakes in several major banks suggest a cautious approach towards sectors that may face headwinds in the current economic climate.</p>\n<p>Read Next</p>\n<p><strong><a class=\"promotion-word\" href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a>'s Advice for Overpriced Stocks: ‘Zip up Your Wallet, Take a Vacation, and Come Back in a Few Years To Buy Stocks at Cheap Prices'</strong></p>\n<p>Image: Shutterstock</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Berkshire Hathaway's 13F Filing Suggests a Buffett-Style Bash — Pizza, Beer and Fine Wine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkshire Hathaway's 13F Filing Suggests a <a class=\"promotion-word\" href=\"https://ttm.financial/U/4180165723785092\">Buffett</a>-Style Bash — Pizza, Beer and Fine Wine\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-02-17 22:00</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><strong>Berkshire Hathaway</strong>, under the leadership of <strong><a class=\"promotion-word\" href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a></strong>, has amplified its investments in <strong>Domino’s Pizza Inc.</strong> (NYSE:DPZ), <strong><a href=\"https://laohu8.com/S/POOL\">Pool Corporation</a></strong> (NASDAQ:POOL), and <strong>Constellation Brands, Inc.</strong> (NYSE:STZ).</p>\n<p><strong>What Happened</strong>: According to the recent 13F filings, Berkshire’s investment in Pool Corp escalated from approximately $152 million to $204 million. Its stake in Domino’s Pizza also witnessed a substantial surge from nearly $549 million to $1 billion. Furthermore, Berkshire initiated a significant stake in Constellation Brands, estimated at around $1.2 billion.</p>\n<p>Investment experts speculate that these investment choices were probably made by<strong> Todd Combs </strong>or <strong>Ted Weschler</strong>, who manage smaller investment portfolios at Berkshire Hathaway, reports the Fortune. Currently, the company holds a cash reserve valued at more than $300 billion.</p>\n<p>During the same period, Berkshire retained its $75 billion stake in <strong>Apple Inc.</strong> (NASDAQ:AAPL) while reducing its stakes in <strong>Bank of America Corporation</strong> (NYSE:BAC), <strong>$Citigroup Inc(C-N)$.</strong> (NYSE:C), and <strong>Capital One Financial Corporation</strong> (NYSE:COF).</p>\n<p>Also Read: <strong>Berkshire Hathaway Adjusts Portfolio, Keeps Apple Stake Unchanged, Offloads Stakes in BofA</strong></p>\n<p>Interestingly, Berkshire completely divested its stake in <strong>Ulta Beauty Inc.</strong> (NASDAQ:ULTA). The company’s annual letter to shareholders, which usually sheds light on its investment decisions, is due later this month.</p>\n<p><strong>Why It Matters</strong>: Berkshire Hathaway’s recent investment decisions indicate a strategic shift towards companies that have demonstrated resilience and growth potential amidst market volatility. </p>\n<p>The significant increase in stakes in Domino’s Pizza, Pool Corp, and the initiation of a substantial stake in Constellation Brands, underscores Berkshire’s confidence in these companies’ future performance. </p>\n<p>The divestment from Ulta Beauty and the trimming of stakes in several major banks suggest a cautious approach towards sectors that may face headwinds in the current economic climate.</p>\n<p>Read Next</p>\n<p><strong><a class=\"promotion-word\" href=\"https://ttm.financial/U/4180165723785092\">Warren Buffett</a>'s Advice for Overpriced Stocks: ‘Zip up Your Wallet, Take a Vacation, and Come Back in a Few Years To Buy Stocks at Cheap Prices'</strong></p>\n<p>Image: Shutterstock</p>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2750360641.GBP","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","start_time":0,"source_url":"https://www.benzinga.com/news/earnings/25/02/43766008/berkshire-hathaways-13f-filing-suggests-a-buffett-style-bash-pizza-beer-and-fine-wine","article_id":"2512940099","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512940099","pubTimestamp":1739800818,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":"Berkshire Hathaway, under the leadership of Warren Buffett, has amplified its investments in Domino&#39;s Pizza, Pool Corporation, and Constellation Brands.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","QLD":"纳指两倍做多ETF","BK4588":"碎股","AAPL":"苹果","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","ULTA":"Ulta美容","BK4207":"综合性银行","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","USAW.SI":"AMZN 3xLongSG261006","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","POOL":"Pool Corporation","BK4576":"AR","NVIW.SI":"NVDA 3xLongSG261006","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","DPZ":"达美乐比萨","TSYW.SI":"TESLA 3xLongSG261006","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","BAC":"美国银行","STZ":"星座品牌","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","COF":"第一资本","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4592":"伊斯兰概念","USJW.SI":"ALPHAB 3xLongSG261006","CSTA.U":"Constellation Acquisition Corp I","BRK.A":"伯克希尔","SQQQ":"纳指三倍做空ETF","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","TQQQ":"纳指三倍做多ETF","BK4159":"经销商"},"translate_title":"伯克希尔哈撒韦公司的13F文件暗示了巴菲特式的狂欢——披萨、啤酒和美酒","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.B":1,"BRK.A":1,"AAPL":0.9,"POOL":0.9,"STZ":0.9,"DPZ":0.9,"COF":0.9,"ULTA":0.9,"BAC":0.9,"CSTA.U":0.78,".IXIC":0.78,"USJW.SI":0.6,"MACW.SI":0.6,"NVIW.SI":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"TQQQ":0.6,"TSYW.SI":0.6,"USAW.SI":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Berkshire Hathaway, under the leadership of Warren Buffett, has amplified its investments in Domino’s Pizza Inc. (NYSE:DPZ), Pool Corporation (NASDAQ:POOL), and Constellation Brands, Inc. (NYSE:STZ).\nWhat Happened: According to the recent 13F filings, Berkshire’s investment in Pool Corp escalated from approximately $152 million to $204 million. Its stake in Domino’s Pizza also witnessed a substantial surge from nearly $549 million to $1 billion. Furthermore, Berkshire initiated a significant stake in Constellation Brands, estimated at around $1.2 billion.\nInvestment experts speculate that these investment choices were probably made by Todd Combs or Ted Weschler, who manage smaller investment portfolios at Berkshire Hathaway, reports the Fortune. Currently, the company holds a cash reserve valued at more than $300 billion.\nDuring the same period, Berkshire retained its $75 billion stake in Apple Inc. (NASDAQ:AAPL) while reducing its stakes in Bank of America Corporation (NYSE:BAC), $Citigroup Inc(C-N)$. (NYSE:C), and Capital One Financial Corporation (NYSE:COF).\nAlso Read: Berkshire Hathaway Adjusts Portfolio, Keeps Apple Stake Unchanged, Offloads Stakes in BofA\nInterestingly, Berkshire completely divested its stake in Ulta Beauty Inc. (NASDAQ:ULTA). The company’s annual letter to shareholders, which usually sheds light on its investment decisions, is due later this month.\nWhy It Matters: Berkshire Hathaway’s recent investment decisions indicate a strategic shift towards companies that have demonstrated resilience and growth potential amidst market volatility. \nThe significant increase in stakes in Domino’s Pizza, Pool Corp, and the initiation of a substantial stake in Constellation Brands, underscores Berkshire’s confidence in these companies’ future performance. \nThe divestment from Ulta Beauty and the trimming of stakes in several major banks suggest a cautious approach towards sectors that may face headwinds in the current economic climate.\nRead Next\nWarren Buffett's Advice for Overpriced Stocks: ‘Zip up Your Wallet, Take a Vacation, and Come Back in a Few Years To Buy Stocks at Cheap Prices'\nImage: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}