Inside Buffett’s Billion-Dollar Bet: Are These 3 American Giants Your Next Buy?

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Warren Buffett’s Berkshire Hathaway remains a bellwether for value investors, and its latest 13F filings reveal where the “Oracle of Omaha” is placing his trust in 2025. Despite being a net seller for 10 straight quarters, Buffett has doubled down on select American companies. Here’s a closer look at three standout names—and whether they’re worth your attention now.

Constellation Brands (STZ):

Berkshire more than doubled its stake in this beverage giant, known for Corona beer and Robert Mondavi wines.
Despite a 25% stock drop over the past year and recent operating losses, the company boasts strong cash flow and a 2.1% dividend yield. Buffett may see the current valuation (forward P/E of 15) as an attractive entry point for a long-term rebound, especially with management forecasting improved performance by 2028.
Morningstar rates it 5 stars, signaling undervaluation and recovery potential.

Pool Corp. (POOL):

The largest U.S. distributor of swimming pool supplies, Pool Corp. also saw Berkshire’s stake surge by 145% in Q1 2025.
The company faces short-term headwinds—sales dropped 4% year-on-year—but its wealthy customer base, robust buyback/dividend program, and dominant market share make it a classic Buffett value play.
Trading at a forward P/E of 29 (below recent averages), Pool Corp. could appeal to patient investors seeking long-term growth.

Occidental Petroleum (OXY):

Buffett continues to add to Berkshire’s OXY position, betting on the energy sector’s resilience and Occidental’s strong cash generation.
The company is well-positioned to benefit from any upturn in oil prices and ongoing global demand, making it a solid pick for those bullish on energy.

Should You Buy?

Buffett’s picks reflect his enduring confidence in American brands with strong fundamentals and recovery prospects. While each faces near-term challenges, their market positions and value orientation may reward long-term investors—especially at today’s valuations.

Source: Yahoo Finance, Morningstar, Financial Express