Berkshire Hathaway's Q2 Investments: Pool Corp., Heico, and Domino's Pizza

Berkshire Hathaway bought more shares of Pool Corp., Heico, and Domino's Pizza in Q2. Berkshire Hathaway is a multinational conglomerate holding company led by Warren Buffett. Pool Corp. is a provider of swimming pool supplies, Heico is a provider of technical products and services, and Domino's Pizza is a pizza delivery company. Berkshire Hathaway's investment in these companies is a strategic move to diversify its portfolio and increase its revenue streams.

Title: Berkshire Hathaway Bolsters Stakes in Pool Corp., Heico, and Domino's Pizza

In the second quarter of 2025, Berkshire Hathaway, the multinational conglomerate led by Warren Buffett, has made strategic moves to bolster its positions in several key sectors. The company has increased its stakes in Pool Corp, Heico Corp, and Domino's Pizza, reflecting a broader diversification strategy aimed at enhancing revenue streams and reducing risk.

Pool Corp
Berkshire Hathaway has significantly increased its investment in Pool Corp, the world's largest distributor of pool and outdoor products. The company's position in Pool Corp now totals nearly $450 million, as of the first quarter of 2025 [1]. This move comes after a period of increased demand for swimming pools during the pandemic, which has since slowed but continues to maintain steady demand for maintenance and parts. The investment aligns with Buffett's preference for buying quality businesses at discounted valuations following a sector pullback [1].

Heico Corp
Heico Corp, a provider of technical products and services, has also seen an increase in Berkshire Hathaway's investment. The company initiated a position in Heico in late 2024 and expanded it in early 2025. As of the first quarter of 2025, Heico's stock has surged 32% year-to-date, indicating that Buffett's bet is already paying off [1]. The company has benefited from heightened global tensions, leading to increased demand for its aircraft parts and defense systems. This investment underscores Berkshire Hathaway's focus on industries with strong competitive advantages and consistent earnings growth [1].

Domino's Pizza
Berkshire Hathaway has been building a stake in Domino's Pizza since 2024 and continued to do so in early 2025. Despite a 14% stock price decline since mid-2024 due to rising labor costs and missed revenue forecasts, the company's global reach and steady customer base make it an attractive long-term investment for Buffett [1]. The investment reflects Buffett's preference for enduring consumer brands, especially when the price is right.

Strategic Diversification
These investments are part of Berkshire Hathaway's broader strategy to diversify its portfolio and increase its revenue streams. The company has been shifting its focus towards more stable, less disruptive sectors such as healthcare and industrial companies while reducing reliance on high-growth tech and financial names. This strategic move is aimed at enhancing resilience and reducing risk amid economic uncertainty and inflation volatility [2, 3].

Conclusion
Berkshire Hathaway's increased investments in Pool Corp, Heico Corp, and Domino's Pizza are strategic moves designed to diversify its portfolio and capitalize on undervalued assets. These investments reflect Buffett's long-standing investment strategy of buying quality businesses at discounted valuations and his preference for enduring consumer brands and strong competitive advantages. As the company continues to navigate the current economic landscape, investors will be closely watching for further clues regarding Berkshire Hathaway's evolving portfolio strategy.

References
[1] https://m.economictimes.com/markets/stocks/news/5-stocks-warren-buffett-has-invested-in-so-far-this-year/top-picks/slideshow/123318221.cms
[2] https://www.marketscreener.com/news/berkshire-hathaway-repositions-itself-on-unitedhealth-ce7c51deda89f02c
[3] https://www.ainvest.com/news/berkshire-adds-1-6-billion-stake-unitedhealth-share-slide-2508/