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

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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). 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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>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'</strong></p>\n<p>Image: Shutterstock</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014906.USD","symbol_name":"大華全球優質成長基金Acc USD","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":{"SG9999014906.USD":"大华全球优质成长基金Acc USD","USAW.SI":"AMZN 3xLongSG261006","BK4588":"碎股","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","DPZ":"达美乐比萨","BK4207":"综合性银行","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","STZ":"星座品牌","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","CSTA.U":"Constellation Acquisition Corp I","NVIW.SI":"NVDA 3xLongSG261006","QLD":"纳指两倍做多ETF","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","USJW.SI":"ALPHAB 3xLongSG261006","POOL":"Pool Corporation","BAC":"美国银行","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BRK.B":"伯克希尔B","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","TSYW.SI":"TESLA 3xLongSG261006","BRK.A":"伯克希尔","BK4592":"伊斯兰概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","QID":"纳指两倍做空ETF","MACW.SI":"APPLE 3xLongSG261006","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","COF":"第一资本","BK4576":"AR","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4159":"经销商","SQQQ":"纳指三倍做空ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","AAPL":"苹果","ULTA":"Ulta美容","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H",".IXIC":"NASDAQ Composite"},"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":{".IXIC":0.78,"AAPL":0.9,"BAC":0.9,"BRK.A":1,"BRK.B":1,"COF":0.9,"CSTA.U":0.78,"DPZ":0.9,"MNQmain":0.6,"NQmain":0.6,"MACW.SI":0.6,"NVIW.SI":0.6,"POOL":0.9,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"STZ":0.9,"TQQQ":0.6,"TSYW.SI":0.6,"ULTA":0.9,"USAW.SI":0.6,"USJW.SI":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,"code":"91000000","status":"200"}}}