Warren Buffett’s Berkshire Hathaway made some major investment changes this year, selling off big chunks of several bank stocks while buying into two companies that are seeing big gains.
Saying Goodbye to Banks
Berkshire Hathaway significantly reduced its holdings in major financial institutions during the first quarter. They completely dumped their Citigroup shares (about $1 billion worth!), sold off a huge portion of their Bank of America stock (around $2.2 billion), and also offloaded a smaller amount of Capital One. They also got rid of all their shares in the Brazilian fintech company, Nu Holdings. On top of that, they trimmed their positions in several other companies including Charter Communications, DaVita, T-Mobile, and Liberty Media’s Formula One stock.
Betting on Pizza and Aerospace
So where did all that money go? Berkshire Hathaway invested in two companies that are performing exceptionally well in 2025:
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Domino’s Pizza (DPZ): Berkshire bought over 238,000 shares, worth about $204 million. Domino’s stock has seen impressive growth, up over 13.5% year-to-date.
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Heico Corporation (HEI): This aerospace and electronics company also received a significant investment from Berkshire, with the purchase of over 112,000 shares for nearly $50 million. Heico’s stock is up a massive 35% in 2025!
These moves show a shift in Berkshire Hathaway’s investment strategy, moving away from some traditional banking stocks and into these two seemingly successful sectors. It will be interesting to see how these investments perform in the future.