OMAHA, Oct. 17, 2025 — Warren Buffett’s investment firm Berkshire Hathaway has deployed more than $1.33 billion into three companies this year, reflecting a clear view of where U.S. consumer priorities are heading: homes, fuel, and beverages. The move comes as Buffett prepares to step down as CEO at year-end, with successor Greg Abel expected to continue the firm’s value-driven strategy Yahoo Finance UK The Motley Fool | MSN.
The Three Picks
- Lennar Corp. (NYSE: LEN) — A leading U.S. homebuilder, Lennar has benefited from stabilizing mortgage rates and persistent housing demand. Berkshire acquired 5.1 million shares, betting on long-term growth in residential construction The Motley Fool | MSN.
- Chevron Corp. (NYSE: CVX) — Buffett’s continued support for the energy giant reflects his view of oil as an inflation hedge and a cornerstone of global consumption. Rising crude prices and geopolitical tensions have made Chevron a defensive play The Motley Fool | MSN.
- Constellation Brands (NYSE: STZ) — Despite short-term headwinds in alcohol consumption, the company’s portfolio—including Corona and Modelo—positions it well for resilient demand. Buffett’s team sees long-term value in branded consumer goods The Motley Fool | MSN.
Strategic Themes
Buffett’s latest moves suggest a pivot away from financial institutions and tech-heavy bets, favoring tangible assets and consumer-centric sectors. Analysts say the investments reflect confidence in middle-class spending, energy resilience, and housing as a durable need, even amid economic uncertainty Yahoo Finance UK.
Succession and Continuity
With Buffett stepping down as CEO but remaining chairman, the investments also signal continuity under Greg Abel. Berkshire’s portfolio continues to emphasize value, durability, and cash flow, hallmarks of Buffett’s decades-long philosophy Yahoo Finance.
Sources: Yahoo Finance Yahoo Finance UK; MSN The Motley Fool | MSN; 24/7 Wall St. Yahoo Finance.
