Subject: Pool Corp
Berkshire Hathaway owns 9.3% of Pool Corp, currently worth about $1 billion.

They started buying in Q2 2024 and made additional purchases through Q2 2025, at an estimated average price of $320. Stock now trades around $240, or about 25% lower.

Apparently, the main culprit for share price drop is a decline in new construction due to high interest rates. But 65% of Pool Corp business is maintenance which is still growing at 2%.

Stock now trades at 18 times estimated 2026 estimated, not necessarily an obvious bargain for a cyclical company tied to housing and home improvement market.

If you follow or own this stock, please share your opinions.

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