The Motley Foolยท2025-05-30 09:05Core Insights - Berkshire Hathaway has recently filed its 13F report, revealing its stock positions and recent buying and selling activities [1][2] Constellation Brands - Berkshire increased its position in Constellation Brands by 114% in the last quarter, now owning over 12 million shares, though this represents less than 1% of its total portfolio [4][5] - The company has strong consumer brands like Corona and Modelo, providing a competitive advantage, and has shown steady revenue growth with an operating income of $3.4 billion on $10.2 billion in revenue, resulting in a 33% margin [5] - The stock hit a 52-week low in mid-February, prompting Berkshire to increase its holdings as a bargain investment [6] - Constellation Brands pays a dividend of 2.2%, which is higher than the S&P 500 average of 1.3% [8] Pool Corp - Berkshire's position in Pool Corp increased by 145%, totaling around 1.5 million shares, but this only constitutes 0.2% of its overall portfolio [9] - Pool Corp is a leading wholesale distributor of swimming pool equipment and has a strong global presence [10] - The company's sales have declined from $6.2 billion in 2022 to $5.3 billion in the most recent year, with an operating income of $617 million, representing a 12% margin [11] - Similar to Constellation, Pool Corp's stock has also been falling, which may have influenced Berkshire's decision to add to its holdings [12]