Super Investors' Top 5 Stock Buys for 2025

Super Investor Insights from 13F Filings

• 💡 Every three months, super investors are required to release 13F filings, detailing their stock purchases and sales.
• 🎯 By analyzing the filings of 79 successful investors like Warren Buffett, Michael Burry, and Seth Klarman, top stock picks for 2025 can be identified.

CVS Health: From Pharmacy to Health Giant

• 💊 CVS Health was the fifth most bought stock, acquired by five super investors.
• 🚀 The company, initially a pharmacy, has transformed into a health organization through major acquisitions, including health clinics and a $69 billion health insurance company.
• ✅ Its dominance led to an antitrust investigation, and recent quarterly earnings surpassed estimates by 20%, causing a 22% stock jump.

Pinduoduo (PDD): E-commerce Disruptor

• 🇨🇳 The fourth most bought stock was PDD, a Chinese e-commerce company, with Michael Burry investing over 9% of his portfolio.
• ⚠️ Despite potential US tariffs and reliance on e-commerce exports, PDD has rapidly gained market share in China against Alibaba and JD.com.
• 🛍️ Its international app, Temu, uses an M2C (manufacturer to customer) model, directly connecting factories to consumers for cost savings and efficiency, despite concerns over lack of financial disclosure.

Berkshire Hathaway & Ferguson Enterprises

• 📈 Berkshire Hathaway Class B shares were the third most bought, held by six super investors, often as additions to existing positions.
• 🚂 Led by Warren Buffett, its revenue comes from diverse segments like insurance (Geico), railroad (BNSF), energy, and manufacturing.
• 🛠️ Ferguson Enterprises, a US distributor of plumbing and HVAC, was the second most bought, with Seth Klarman making a significant new investment.
• 💰 Klarman likely saw a margin of safety opportunity after a 25% stock drop, potentially also benefiting from construction and renovation trends, possibly linked to demand for HVAC systems due to events like California wildfires.

Microsoft: AI Leadership & Diversification

• 💻 Microsoft was the number one most bought stock, attracting 12 super investors and becoming the most held stock overall.
• 🧠 Its popularity stems from its strong, diversified business segments and leadership in the AI space, not through chip manufacturing but via AI-charged software.
• 🤝 Key to its AI strategy is the partnership with OpenAI, integrating large language models into Windows, Office 365 (Copilot), Microsoft Cloud, and Bing, driving significant revenue growth.