From Nasdaq: 2025-06-01 08:30:00

In the first quarter of 2025, Warren Buffett and Berkshire Hathaway sold more stocks than they bought, increasing their cash pile to over $347 billion. They sold eight stocks, including Citibank and Nu Holdings, while ramping up their position in Constellation Brands. Buffett’s contrarian investing approach involves buying low and selling high, focusing on stable, established businesses like Constellation Brands. Nu, a high-growth stock, still has growth potential, but Buffett may be concerned about risks in Brazil. Overall, Berkshire Hathaway’s strategy reflects a focus on long-term stability and value investing.

While Buffett sells Nu Holdings and buys Constellation Brands, the investment in stable, dividend-paying Constellation Brands offers long-term upside and stability. The stock trades at an attractive valuation and aligns with Buffett’s preference for strong brand names and financial strength. The Motley Fool Stock Advisor team has identified Constellation Brands as a promising investment opportunity, emphasizing its potential for long-term growth and stability in uncertain market conditions.



Read more at Nasdaq: Warren Buffett Just Sold 1 Stock Up 196% Over the Past 3 Years and Piled Into Another Stock Down 25%. What Is He Thinking?