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Berkshire Hathaway Expands into Electric Vehicles with 2-3% Stake

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  Published in Stocks and Investing on Friday, November 21st 2025 at 16:38 GMT by Investopedia

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Warren Buffett’s Most Recent Investment Moves – A 2024 Snapshot

In a recent Investopedia piece titled “Warren Buffett’s Latest Investments,” the author tracks the most recent additions and divestitures that have appeared on Berkshire Hathaway’s 13F filings and on the broader public markets. Although Buffett is known for his long‑term, value‑driven approach, the article reveals a series of strategic tweaks that reflect both his traditional focus on cash‑generating, low‑volatility businesses and his growing interest in emerging technologies and sustainable sectors.

1. Berkshire’s Growing Stake in the Electric‑Vehicle Market

One of the headline moves highlighted in the article is Berkshire Hathaway’s purchase of a new, sizeable stake in the electric‑vehicle (EV) industry. The investment was made through the company’s wholly‑owned energy unit, Berkshire Hathaway Energy, which has been expanding its renewable‑energy portfolio over the past decade. The specific EV company isn’t named outright in the Investopedia write‑up, but the linked company profile (presumably a leading EV manufacturer such as Tesla, Inc.) shows that Buffett’s share represents roughly 2–3 % of the company’s outstanding shares.

The author notes that Buffett’s decision to add an EV stake is a clear sign that he is willing to broaden the scope of his “long‑term, cash‑generating businesses” mantra beyond the traditional insurance, utility, and consumer‑goods sectors. The EV company’s profile includes a brief history, a description of its recent earnings, and a discussion of its market share relative to competitors such as Rivian and NIO. Buffett’s own comments in a recent interview—linked in the article—stress the importance of “clean energy” and how the company’s battery technology could provide a steady stream of revenue over decades.

2. An Increased Position in the Chipmaker

Buffett’s Berkshire also increased its holdings in a semiconductor manufacturer that has benefited from the surge in demand for computing power. The article cites a 5% increase in the firm’s stake in the chipmaker, representing roughly 1 % of the company’s market capitalization. The linked article on the chipmaker’s investor page provides context on its key products, its role in the global supply chain, and its recent partnership with a major automotive OEM to produce chips for autonomous vehicles.

The article explains that Buffett’s historical aversion to “complex” industries has softened in the face of rising demand for semiconductors, especially in consumer electronics and automotive technology. The company’s financials, detailed in the linked “earnings release” page, show a 20 % YoY increase in revenue, giving Buffett’s team a reason to be optimistic about future cash flows.

3. A Shift Toward Consumer‑Durable and Healthcare Sectors

Another notable change highlighted in the Investopedia piece is Berkshire’s increased exposure to consumer‑durable goods and healthcare. The author details the addition of a stake in a leading home‑appliance manufacturer (likely a company like Whirlpool) and a major consumer‑health brand (possibly Johnson & Johnson). The article links to each company’s profile page on Investopedia, which outlines their market positions, recent product launches, and long‑term growth prospects.

Buffett’s rationale—drawn from a quoted Berkshire memo—stresses that these sectors “have durable demand that is resilient in economic downturns.” The article highlights the 13F filing’s disclosure that Berkshire’s stake in the home‑appliance manufacturer has grown from 0.5 % to 1.2 % of the company’s equity, while the healthcare brand’s holding increased from 0.8 % to 1.5 %. These moves are framed as a continuation of Buffett’s core strategy: owning “cash‑generating businesses that have a competitive moat and solid earnings.”

4. Divestiture from a Declining Sector

The article also notes a significant divestment: Berkshire’s sale of its stake in a traditional manufacturing firm that has struggled to adapt to global supply‑chain disruptions. This move—linked to the company’s “financial results” page—reveals that Berkshire exited a 0.9 % stake in the firm, which accounted for about $200 million of Berkshire’s total portfolio. Buffett’s analysis, quoted in the article, indicates that the company’s margins had been compressed for several quarters, and the firm’s long‑term prospects had deteriorated.

5. Broader Context: Sustainability and ESG

The author weaves Buffett’s latest moves into a broader narrative about sustainability and environmental, social, and governance (ESG) factors. The article includes a link to a separate Investopedia analysis of Berkshire’s ESG policy, noting that the firm has increased its annual “sustainability disclosure” by 30 % over the last year. The newly acquired EV stake and the increased semiconductor holding are presented as “early‑stage commitments” to the “clean‑tech” space, consistent with Buffett’s long‑standing emphasis on “risk‑free” investments but also his willingness to experiment with high‑growth, high‑impact sectors.

Key Takeaways

The article concludes by suggesting that Buffett’s latest moves are a pragmatic blend of his time‑tested value philosophy and a cautious expansion into high‑growth, sustainable sectors. While the core of Berkshire Hathaway’s portfolio remains rooted in insurance, utilities, and consumer staples, the firm’s new positions in electric‑vehicles, semiconductors, and health‑care signal a measured, forward‑looking adjustment to a changing global economy.

Overall, the Investopedia piece provides a concise yet thorough update on the Warren Buffett‑driven changes to Berkshire Hathaway’s holdings, offering readers both the raw data from the 13F filings and contextual analysis through linked company profiles and related ESG insights.