Warren Buffett, the legendary investor known as the “Oracle of Omaha,” continues to shape Berkshire Hathaway’s multi-billion dollar portfolio with strategic stock picks. In 2025, Buffett has both increased existing positions and initiated new investments, signaling confidence in specific sectors and undervalued companies. Here’s a breakdown of 11 key stocks Berkshire Hathaway has acquired or added to in the past year, based on 13F filings and market analysis.
Diversified Consumption: Alcohol, Food, and Entertainment
Buffett’s holdings reflect a long-standing preference for consumer-facing businesses with strong brand recognition.
- Constellation Brands (STZ): Despite recent challenges with import tariffs, Constellation Brands maintains a dominant position in the Mexican alcohol market within the U.S., owning brands like Corona and Modelo. Buffett added to his STZ holdings in early 2025, with total investments exceeding $1 billion.
- Domino’s Pizza (DPZ): A global food giant aligns with Buffett’s investment strategy, as seen with See’s Candies and Coca-Cola. While Domino’s has faced earnings headwinds, its price-to-earnings ratio has stabilized, potentially attracting Buffett’s value-focused approach.
- Sirius XM (SIRI): Berkshire Hathaway already owns over one-third of Sirius XM, and continued investments in Q1 2025 brought total holdings to around $2.7 billion. The stock’s recent decline may have presented an opportunity for Buffett to accumulate more shares, given its high dividend yield.
Infrastructure and Industry: Pools, Parts, and Housing
Buffett’s portfolio also targets industries poised for sustained growth or benefiting from current market conditions.
- Pool Corp. (POOL): The boom in pool installations since 2020 has created a steady demand for maintenance and supplies. Buffett increased his stake in POOL Corp. in Q1 2025, now holding nearly $450 million worth of stock, capitalizing on this ongoing trend.
- HEICO Corp (HEI): With rising global defense spending and airline activity, HEICO Corp., a manufacturer of aircraft and defense system parts, is well-positioned for growth. Buffett has continued to invest in HEI since 2025, with the stock up 35% in the same year.
- Lennar (LEN) & D.R. Horton (DHI): Buffett’s $800 million stake in Lennar and $190 million in D.R. Horton signal a bet on a potential housing market recovery, anticipating interest rate cuts by the Federal Reserve.
Healthcare and Energy: Long-Term Value Plays
Buffett has also ventured into sectors with long-term stability or undervalued potential.
- UnitedHealth Group (UNH): Despite a 50% drop from all-time highs, Buffett acquired a $1.6 billion stake in UNH, suggesting he sees an opportunity in the healthcare giant’s discounted price.
- Occidental Petroleum (OXY): Berkshire Hathaway already holds nearly 30% of Occidental Petroleum and increased its holdings further in 2025, likely betting on sustained energy demand and strategic partnerships.
- Verisign (VERI): Buffett added to his existing stake in Verisign in Q1 2025. The company’s steady growth and lower price-to-earnings ratio make it a solid value play.
- Nucor (NUE): Buffett has continued to add to his holdings in Nucor, the steel giant, further diversifying his industrial portfolio.
Conclusion: Buffett’s 2025 investments demonstrate a continued focus on value, consumer staples, and industries poised for long-term growth. His portfolio reflects a pragmatic approach, capitalizing on market fluctuations and identifying undervalued opportunities in both established and emerging sectors.
