No. of Recommendations: 7
There is no reason the next management should have the same hubris and they definitely don't have the same proven record.
Certainly true, especially since they have not been alive for a fair part of Buffett’s life, but I asked the Google machine what stocks Todd and Ted have purchased for the portfolio, and got this:
do we know what todd combs and ted weschler bought at berkshire
Berkshire Hathaway's recent portfolio filing indicates that investment managers Todd Combs and Ted Weschler were likely behind the purchase of a new $4.3 billion stake in Alphabet (GOOGL) during the third quarter of 2025. This was a significant technology investment for Berkshire.
While it is not always possible to definitively attribute specific stock picks, here is what is known about Combs' and Weschler's recent activity:
Alphabet (GOOGL): The new position in the Google parent company was likely initiated by one of the two managers.
Chubb: During the second quarter of 2024, Berkshire increased its sizable investment in Chubb, a move that was likely directed by one of the managers.
Ulta Beauty and Heico: In the second quarter of 2024, Berkshire initiated smaller holdings (under $300 million) in Ulta Beauty and Heico. These smaller positions were likely chosen by either Weschler or Combs.
Sirius XM Holdings: It is believed that a purchase of Sirius XM Holdings shares in the third quarter of 2024 was an investment made by Weschler.
Amazon: One of the two managers initiated Berkshire's investment in Amazon back in 2019, and the company still holds those shares.
Apple: Both Combs and Weschler were influential in Berkshire's initial investment in Apple, though the company has been trimming its stake in recent years.
This is hardly a deep dive, it’s Saturday morning and I’m barely into my first cuppa, but I see only one clinker in there. The rest seem pretty good - with the caveat that it’s easy to be good when the market is your friend.
