95 miles NW of Quitaque, TX | I was shocked when Buffett bought Google (alphabet).
Warren Buffett's Berkshire Hathaway has been a net seller of stocks overall recently, but it has initiated new positions and added to existing ones in specific companies. In the most recent reported quarter (Q3 2025), Berkshire made several key buys.
New Position in Q3 2025
Alphabet (GOOGL/GOOG): The most notable purchase was a new, sizable stake in the Google parent company, valued at approximately $4.3 billion.
Increased Positions in Q3 2025
Berkshire Hathaway also added to several existing stakes:
Chubb Ltd. (CB): Berkshire increased its position in the insurance giant, which is now one of its larger holdings.
Domino's Pizza (DPZ): This marks the fifth consecutive quarter that Buffett or his team has added to the Domino's position.
Sirius XM Holdings (SIRI): The company boosted its stake in the satellite radio and podcast company.
Lennar (LEN/LEN.B): Berkshire made incremental additional investments in the homebuilder, continuing a trend from previous quarters in 2025.
Lamar Advertising (LAMR): A minor addition was made to the advertising company's shares.
Mitsubishi & Mitsui: Berkshire also increased its holdings in these Japanese trading houses.
Top Holdings
Despite the recent selling, primarily of Apple and Bank of America shares, Apple remains Berkshire Hathaway's largest single holding. The top five U.S. equity holdings constitute about 70% of the total portfolio value.
The top holdings are:
Apple (AAPL)
American Express (AXP)
Bank of America (BAC)
Coca-Cola (KO)
Chevron (CVX)
https://www.google.com/search?q=buffet+bought+stocks&rlz=1C1GCEA_enU...
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