Buffett’s Bold Moves: 3 Stocks to Buy After Berkshire’s Latest 13F Reveal
Warren Buffett’s Berkshire Hathaway has just released its Q3 2025 13F filing, and as always, the world is watching. The report reveals new surprises, big trims, a major tech bet, and fresh opportunities for smart investors.
Below is a simplified, detailed breakdown of what changed — and the three Buffett-backed stocks analysts believe are the best buys right now.
Key Highlights From Berkshire’s Q3 2025 Filing
• A huge $4 billion new position opened in Alphabet (GOOGL) — instantly becoming the 10th-largest holding.
• Apple (AAPL) was reduced again — Buffett continues trimming.
• Bank of America (BAC) also trimmed further.
• D.R. Horton (DHI) — Berkshire exited completely.
• Overall, Berkshire sold more dollars’ worth of stocks than it bought this quarter.
This shows Buffett & team are being selective and defensive — but still seizing opportunities when they see value.
Stocks Berkshire Sold or Trimmed
Buffett reduced stakes in:
• Apple – trimmed again; still the largest holding for now.
• Bank of America – continues to be reduced since 2024.
• DaVita, Nucor, Verisign – positions reduced.
And completely exited:
• D.R. Horton — the homebuilder is now fully sold off.
Despite Apple trims, American Express is catching up fast, thanks to a strong year and Buffett’s refusal to sell even a single share.
Stocks Berkshire Bought or Increased
1. Alphabet (GOOGL) — New $4B Position
This was the big shocker of the report. Buffett rarely buys tech, but Alphabet ticks classic Berkshire boxes:
• A wide economic moat with four durable strengths:
Network effects
Intangible assets
Switching costs
Cost advantage
• Undervalued by nearly 18%
• Strong, resilient business despite regulatory noise
This buy signals strong conviction from the Berkshire team.
Other Additions
Berkshire increased positions in:
• Chubb
• Domino’s Pizza
• Lennar
• Lamar Advertising
• Sirius XM
Buffett recently said ideas are “few but not zero.” This quarter confirms it.
⭐ 3 Buffett Stocks Analysts Recommend Buying Now
Morningstar analysts screened Berkshire’s holdings and highlighted three undervalued opportunities worth considering today.
1. Constellation Brands (STZ) — ⭐⭐⭐⭐⭐ (5 Stars)
Why it’s attractive:
• Owns powerhouse beer brands like Corona and Modelo
• Wide economic moat
• Stock is down 39% — offering a rare bargain
• Expansion into non-alcoholic and flavored beverages fits health trends
Short-term struggles, long-term potential — classic Buffett-style value.
2. Moody’s (MCO) — ⭐⭐⭐⭐ (4 Stars)
Why analysts love it:
• One of Berkshire’s longest-held positions
• Currently 11% undervalued
• Wide moat due to its credit ratings dominance
• Slow growth concerns are likely overstated
Strong brand, essential services, and durable profitability.
3. UnitedHealth Group (UNH) — ⭐⭐⭐⭐ (4 Stars)
Why it stands out:
• Berkshire bought $2B worth when it crashed earlier this year
• Shares rebounded 23% but still 22% undervalued
• Short-term medical cost concerns haven’t changed long-term fundamentals
• Largest US health insurer with expanding capabilities
Buffett bought when others panicked — and the upside is still not fully priced in.
Buffett’s Exit as CEO — What’s Next?
• Warren Buffett will step down as CEO at the end of this year but remain Chairman.
• Greg Abel will take over Berkshire’s day-to-day leadership.
• Buffett assures shareholders they’re “in great hands.”
• He will stop writing annual letters but may continue special Thanksgiving letters.
• His recent share conversion to B shares was for philanthropy, not lack of faith in Berkshire.
✨ Final Takeaway
Buffett’s Q3 filing shows a smarter, leaner, more selective Berkshire:
• Trimming expensive positions
• Exiting companies with limited future upside
• Making one massive, high-conviction investment in Alphabet
• And still holding several undervalued gems worth buying today
Constellation Brands, Moody’s, and UnitedHealth stand out as the top three Buffett-backed opportunities right now.
Warren Buffett’s Berkshire Hathaway has just released its Q3 2025 13F filing, and as always, the world is watching. The report reveals new surprises, big trims, a major tech bet, and fresh opportunities for smart investors.
Below is a simplified, detailed breakdown of what changed — and the three Buffett-backed stocks analysts believe are the best buys right now.
Key Highlights From Berkshire’s Q3 2025 Filing
• A huge $4 billion new position opened in Alphabet (GOOGL) — instantly becoming the 10th-largest holding.
• Apple (AAPL) was reduced again — Buffett continues trimming.
• Bank of America (BAC) also trimmed further.
• D.R. Horton (DHI) — Berkshire exited completely.
• Overall, Berkshire sold more dollars’ worth of stocks than it bought this quarter.
This shows Buffett & team are being selective and defensive — but still seizing opportunities when they see value.
Stocks Berkshire Sold or Trimmed
Buffett reduced stakes in:
• Apple – trimmed again; still the largest holding for now.
• Bank of America – continues to be reduced since 2024.
• DaVita, Nucor, Verisign – positions reduced.
And completely exited:
• D.R. Horton — the homebuilder is now fully sold off.
Despite Apple trims, American Express is catching up fast, thanks to a strong year and Buffett’s refusal to sell even a single share.
Stocks Berkshire Bought or Increased
1. Alphabet (GOOGL) — New $4B Position
This was the big shocker of the report. Buffett rarely buys tech, but Alphabet ticks classic Berkshire boxes:
• A wide economic moat with four durable strengths:
Network effects
Intangible assets
Switching costs
Cost advantage
• Undervalued by nearly 18%
• Strong, resilient business despite regulatory noise
This buy signals strong conviction from the Berkshire team.
Other Additions
Berkshire increased positions in:
• Chubb
• Domino’s Pizza
• Lennar
• Lamar Advertising
• Sirius XM
Buffett recently said ideas are “few but not zero.” This quarter confirms it.
⭐ 3 Buffett Stocks Analysts Recommend Buying Now
Morningstar analysts screened Berkshire’s holdings and highlighted three undervalued opportunities worth considering today.
1. Constellation Brands (STZ) — ⭐⭐⭐⭐⭐ (5 Stars)
Why it’s attractive:
• Owns powerhouse beer brands like Corona and Modelo
• Wide economic moat
• Stock is down 39% — offering a rare bargain
• Expansion into non-alcoholic and flavored beverages fits health trends
Short-term struggles, long-term potential — classic Buffett-style value.
2. Moody’s (MCO) — ⭐⭐⭐⭐ (4 Stars)
Why analysts love it:
• One of Berkshire’s longest-held positions
• Currently 11% undervalued
• Wide moat due to its credit ratings dominance
• Slow growth concerns are likely overstated
Strong brand, essential services, and durable profitability.
3. UnitedHealth Group (UNH) — ⭐⭐⭐⭐ (4 Stars)
Why it stands out:
• Berkshire bought $2B worth when it crashed earlier this year
• Shares rebounded 23% but still 22% undervalued
• Short-term medical cost concerns haven’t changed long-term fundamentals
• Largest US health insurer with expanding capabilities
Buffett bought when others panicked — and the upside is still not fully priced in.
Buffett’s Exit as CEO — What’s Next?
• Warren Buffett will step down as CEO at the end of this year but remain Chairman.
• Greg Abel will take over Berkshire’s day-to-day leadership.
• Buffett assures shareholders they’re “in great hands.”
• He will stop writing annual letters but may continue special Thanksgiving letters.
• His recent share conversion to B shares was for philanthropy, not lack of faith in Berkshire.
✨ Final Takeaway
Buffett’s Q3 filing shows a smarter, leaner, more selective Berkshire:
• Trimming expensive positions
• Exiting companies with limited future upside
• Making one massive, high-conviction investment in Alphabet
• And still holding several undervalued gems worth buying today
Constellation Brands, Moody’s, and UnitedHealth stand out as the top three Buffett-backed opportunities right now.