Warren Buffett Isn’t Buying His Favorite Stock, but He’s Been Scooping Up Shares of 3 Value Stocks Since 2025 Began

Few if any investor has attracted Wall Street's attention just like Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) The billionaire CEO, Warren Buffett. During his sixty -year -old, “Oracle of Omaha”, who was called “Oracle of omaha”, led his BRK.A to a cumulative return of more than 6,000,000 %!

Buffett's long -term survival over the standard S & P 500 Is it keen on investors to ride the katel and reflect its commercial activity? This can be done by tracking the quarterly Berkshire 13f Files filesWhich provides investors a snapshot that Buffett has bought and sold.

But investors should not wait for a full three months to get an idea of ​​what Oracle Omaha was. Thanks to the quarterly Berkshire Hathaway, in addition to depositing 4 files with the Securities and Stock Exchange Committee (SEC), some Buffett commercial activities can be highlighted regularly.

Although Warren Buffett has not bought his favorite store recentlyCancelors from Form 4 that he collected shares of three shares perceived this year amid a highly historical market.

Although a quarter of the Hathaway Berkshire wallet is 285 billion dollars invested in appleThis technological giant is not the preferred Pavite stock. Instead, it is a company closer and expressed in his heart.

Based on the quarterly Berkshire Hathaway, no shares have been bought at a greater frequency since mid -2018 than his private company shares. Buffett lit up the purchase of his company's shares of approximately $ 78 billion during this schedule.

Since Berkshire Hathaway does not pay profit distributions, buying stocks helps in investing in the long run. In addition, companies with fixed or increasing income (such as Berkshire) that rebuild their shares can enhance their profits for the share.

But in the aftermath of 24 consecutive quarterly from the shares (July 2018-June 2024), the quarter-constructive quarter was the second quarter in a row chosen by the President of Berkshire not to rebuild his company's shares. This may be related to the estimation of Berkshire shares with the highest premium in the book value for more than 16 years.

Moreover, the securities market is expensive in historical terms, as it is clear from Buffett and his team being sellers of net stocks for nine consecutive quarters. The proposal of the company's value and competitive benefits – even including Buffett – must really care for Oracle of Omaha at the present time.

But just because the broader market is expensive, this does not mean that the President of Berkshire cannot detect value. Thanks to Fires to the SEC, we know that he was raising shares of three perceived valuable shares to start 2025.

The first shares of a deal cannot get Warren Buffett enough Sirius XM Holdings (Nasdak: Siri). From January 30 to February 3, Berkshire Hathaway picked up more than 2.3 million shares from Sirius XM at a cost of approximately $ 54 million.

One of the basic magic of Sirius XM is its unique position as a legal monopoly. Although it continues to meet the competition for listeners from the ground radio providers and online, it is the only company licensed to operate the satellite service. More times, this Sirius XM will provide a powerful pricing power for subscription.

Pavite and his team are likely to be a Sirius XM sales fans. While traditional radio companies depend almost exclusively on ads to keep the lights, Sirius XM created 76 % of their net sales of subscriptions in 2024, with only 20 % of ads.

Although economic expansions last longer than recession, when the decline occurs, Sirius XM subscribers are less likely to cancel their service more than companies that belong to their advertising spending. In short, the Sirius XM cash flow should be of traditional radio operators.

The final catalyst behind the Buffett's purchase of Sirius XM shares is likely to be related to its cheaply cheap assessment. In 7.4 times the Wall Street profit forecast in 2026, the Sirius XM arrow is valued at less than half the average front price to the profits (P/E) over the period of five years.

The second shares that were tickled Warren Buffett are the integrated oil and gas giant Oxidantal petroleum (NYSE: Oxy). On February 7 / since the beginning of 2022, the Pavite stake in Oxidental has grown to nearly 265 million shares.

The amount of $ 12 billion invested in Oxidental, to this writing, indicates that Pavite and his team strongly believe that the immediate price of crude oil will remain high or higher. The geopolitical risks, such as Russia's invasion of Ukraine, three years ago, along with three years of capital investment by energy companies during the Covid-19s, have tightened the global offer of oil and gave them credibility for the possibility that its immediate price will remain high.

Occidental Petroleum is unique among integrated energy companies, meaning that it generates a high percentage of their revenues from the upholstery. If the immediate price of oil climbing, a few integrated energy companies will witness a greater benefit for operating cash flow.

It also occupies the lines of transmission and chemical plants. While these auxiliary assets do not generate the most revenue such as their drilling operations, they can help partially hedge on the negative aspect of the immediate oil price.

Buffett's higher catalyst is currently Occidental Petroleum to the front P/E of 11, which represents a 14 % discount on the average P/E for the company over the last half.

The third Holding that Warren Buffett increased in 2025 for his company's wallet, $ 285 billion is the Internet field record service Verisign (Nasdaq: vrsn). During the first two days of January, Oracle of Omhaa received 18,423 shares from Verisign, which increased Berkshire's share in the company to about 13.3 million shares.

Like Sirius XM, the attractiveness of Verisign stocks is a legal monopoly mode. Verisign is the company that carries the rights to registration rights. Even with a well registration of the madness of the Dot-Com era, there is a large pricing force and the ability to predict the cash flow that should be as a leader to register in the field.

Another factor in Hathaway Berkshire that we must have is impressive Verisign margins. Regardless of investment in infrastructure and payment fees to ICANN, Verisign has a relatively low -cost operating model. When it is associated with the aforementioned pricing power, the company has maintained on the sidelines of an operation of about 64 % to 69 % over the past five years.

The last piece of the puzzle that is likely to make Pavite the buyer is Verisign's evaluation. Although it is not essentially cheap like Sirius XM or Occidental Petroleum, Verisign is less expensive than in the past. The P/E front ratio of the company represents 26 8 % discounts on its average futures over the past five years.

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He continues.

*The stock consultant dates back from March 3, 2025

Sean Williams He has positions in Sirius XM. Motley Fool has positions in Apple, Berkshire Hathaway and Verisign. Motley Fool Fools recommends Petroleum Oxidental. Motley deception has Disclosure.

Warren Buffett does not buy his favorite shares, but he collected shares of 3 valuable shares since 2025 started It was originally published by Motley Fool