Three Buffett Picks Worth Your Attention: What Berkshire Hathaway's Latest Moves Reveal

Warren Buffett’s investment decisions continue to captivate the market, and his recent portfolio adjustments offer valuable clues for investors. Following Berkshire Hathaway’s latest 13F filing—which disclosed third-quarter transactions—several stocks stand out as potentially compelling opportunities, especially as Buffett demonstrates selective buying activity despite his well-documented cash buildup.

Chubb: A $9.1 Billion Vote of Confidence

Insurance represents one of Warren Buffett’s most comfortable domains, stemming from Berkshire’s historic relationship with GEICO. This expertise shines through Berkshire’s aggressive accumulation of Chubb (NYSE: CB) shares over the past couple of years.

The position now exceeds $9.1 billion, ranking among Berkshire’s most substantial holdings. Chubb’s century-plus operating history speaks to its resilience, with operations spanning property and casualty insurance, accident coverage, supplemental health, and life insurance products across global markets.

What’s particularly telling: Berkshire boosted its Chubb stake by nearly 16% in the third quarter—the company’s most aggressive single increase since early last year. This move carries extra weight given Buffett’s simultaneous trimming of other portfolio positions to elevate cash reserves. The company’s 31-year streak of consecutive dividend increases and hikes underscores management quality and operational discipline.

Trading slightly above its historical price-to-book valuation, Chubb still commands respect from one of history’s most selective investors.

Alphabet: A Fresh $5.1 Billion Bet on Tech’s Future

The internet search and technology powerhouse Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG)—Google’s parent company—received a notable endorsement when Berkshire established an entirely new position during Q3.

This fresh $5.1 billion stake positions Alphabet just outside Berkshire’s top 10 holdings, signaling serious conviction. The company’s sprawling operations encompass core search capabilities, cloud infrastructure expansion, artificial intelligence development, autonomous vehicle technology through Waymo, and emerging ventures.

Recent earnings revealed encouraging momentum, particularly within the Google Cloud segment where expansion continues accelerating. Concurrent announcements around Gemini 3 and broader AI investments underscore Alphabet’s technological positioning.

At 27 times forward earnings estimates, with Wall Street projecting 15-16% annualized growth through 2025-2027, the valuation remains reasonable for a quality incumbent navigating the AI transition. Berkshire’s initial move leaves open the question of whether additional accumulation follows.

Domino’s Pizza: Consistent Nibbling Signals Sustained Appeal

Domino’s Pizza (NASDAQ: DPZ) demonstrates Buffett’s patient, disciplined approach to building positions. Since Berkshire’s initial investment in the third quarter of the previous year, purchases have occurred every single quarter—including a 13%+ boost during this most recent period.

The pizza chain operates a resilient franchise model spanning over 21,700 locations worldwide. This structure transfers capital requirements to franchisees while generating steady, predictable revenue through fees and royalties—precisely the type of defensive business model Buffett favors.

Domino’s commitment to shareholders shows through 12 consecutive years of dividend payments and increases. At 23 times 2025 earnings forecasts, with anticipated 10-11% annual earnings growth ahead, valuations remain compelling for a predictable compounder.

Buffett’s consistent quarterly accumulation pattern speaks volumes. Such methodical buying, combined with his legendary valuation discipline and patient outlook, has cemented his status as an investment icon worth emulating.

The Takeaway

These three holdings reveal Buffett’s current thinking: selective opportunity remains available for patient capital deployed into quality franchises trading at reasonable multiples. Whether you’re building your own portfolio or simply tracking one of investing’s greatest minds, paying attention to Justin Warren’s framework and similar analysis around Berkshire’s moves offers genuine insight into market positioning during uncertain times.