Berkshire Hathaway's Strategic Shuffle: New Bets on Domino’s & Pool Corp Amid Cash Surplus

As of last week, Berkshire Hathaway B (BRK.B) experienced a rise of 0.98%. However, over the past week, it saw a decrease of 2.07%. Year-to-date, the stock has increased by 8.88%, with its latest market cap reaching $1,064.71 billion. On June 3, 2025, BRK.B had a trading volume of 5.9231 million shares, making it the 19th most traded stock in the U.S. market that day, with $2.947 billion in trade volume, representing a 19.55% increase from the previous day.

On June 3, 2025, Berkshire Hathaway B fell by 0.99%, closing at $497.83. This marked a decline of 2.23% over the past five trading days and a month-to-date drop of 1.22%. Despite these fluctuations, the company has seen a 9.83% increase year-to-date and a 20.02% surge over the last 52 weeks. UBS analysts have maintained a "buy" rating for BRK.B with a target price of $591.

Berkshire Hathaway is a diversified holding company with subsidiaries engaged in a variety of business activities, prominently in insurance and reinsurance, rail transportation, and utility and energy production and distribution.

During the third quarter, Berkshire Hathaway made noteworthy investment moves, reducing its stakes in Apple, Bank of America, and Ulta Beauty while initiating new positions in Domino’s Pizza and Pool Corporation. The reduction in Ulta Beauty holdings led to a 96.5% decrease, influencing a 4% drop in its share prices after-hours.

The addition of Domino’s Pizza stock amounted to 1.28 million shares valued at approximately $549 million, and the acquisition of Pool Corporation reached 404,000 shares valued at about $152 million. Despite their underperformance relative to the broader market this year, Berkshire identified what it perceives as long-term opportunities.

Berkshire's recently released quarterly report demonstrated unexpected slight declines in both revenue and operational profits due to weaker performance in their insurance sectors. Despite these challenges, their cash reserves have hit a historical high of $325.2 billion, supporting speculation that Berkshire sees current market valuations as overvalued and, hence, avoided any stock repurchases in the third quarter.

Investor attention remains firmly on Berkshire Hathaway's strategic moves, as the conglomerate continues to leverage its vast cash position and broadly diversified portfolio. The company's decisions often precipitate significant interest and subsequent price movements in its investments, underscoring Warren Buffett’s influence in the market.