3 Stocks Warren Buffett and Berkshire Were Gobbling Up in Q4

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Even as Buffett passes his CEO hat to Greg Abel, his legacy endures (and he remains chairman). So, when Berkshire leans in, it usually signals confidence in businesses that generate steady cash and can ride out economic cycles.In Q4, Berkshire added to three distinct positions: Domino's Pizza (DPZ), Chevron (CVX), and Chubb (CB). The filing shows Domino’s rising to about 3.35 million shares from 2.98 million, Chevron growing to roughly 130.2 million shares from 122.1 million, and Chubb expanding to 34.3 million shares from 31.3 million.If Palantir is Near a Bottom, What's the Best Play in PLTR Stock?NVDA Earnings, Tariffs and Other Key Things to Watch this WeekAdobe (ADBE) Stock Has Been Beaten Up But the Smart Money Remains ResilientTired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!Taken together, these buys underline a simple thesis that durable consumer demand, predictable energy cash flows, and underwriting float with pricing power offer a balanced way for Berkshire to deploy capital, and for long-term investors, a useful list to examine more closely.Berkshire Hathaway added significantly to Domino’s Pizza in Q4. The investment firm clearly values the pizza chain’s resilient cash flow and global franchise model. Domino’s, with 20,000-plus stores and royalty-based revenues, fits Buffett's value and dividend style. It offers a modest yield of 1.9% and steady franchise economics.DPZ stock has underperformed the market, down about 19% over the past year. Weakening same-store sales momentum, especially in the U.S., and rising input costs for franchisees have dragged performance. Analysts cite softer consumer spending and intense competition as headwinds.www.barchart.com Valuation is rich for a quick-service restaurant. Domino’s trades around 22× trailing EPS. That forward P/E is higher than many peers, implying investors expect growth to improve. In other words, Berkshire’s stake hike suggests the firm is banking on an earnings rebound rather than a fire-sale valuation today.In Q3 fiscal 2025, Domino’s delivered revenue of $1.14 billion, up 6.2% year-over-year (YoY). Net income reached $139.3 million, translating to earnings per share of $4.08. Even more telling, global same-store sales climbed 5%, with U.S. comps up a solid 5.2% and international growth of 1.7%.Management highlighted strong franchisee economics and ongoing digital investments as key drivers. New menu innovations, including stuffed-crust pizza offerings, and loyalty program enhancements aim to keep traffic steady and boost repeat orders. 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