Berkshire Hathaway takes new stake in Constellation Brands, exits Ulta Beauty

Warren Buffett’s Berkshire Hathaway disclosed in an SEC filing its holdings as of December 31, 2024. Berkshire’s one new buy during the fourth quarter was Constellation Brands (STZ). Berkshire exited three positions during the quarter, including Ulta Beauty (ULTA). Berkshire increased its stake in a number of holdings, including by size of previous position, Domino’s Pizza (DPZ), VeriSign (VRSN), SiriusXM (SIRI), Pool Corp (POOL), and Occidental (OXY). Berkshire reduced its stake in a number of holdings, including by size of previous position, Citigroup (C), Bank of America (BAC), Nubank (NU), Charter Communications (CHTR), and Louisiana-Pacific (LPX). Berkshire’s top holdings as of December 31, 2024, in order of size, were Apple (AAPL), American Express (AXP), Bank of America, Coca-Cola (KO), and Chevron (CVX).