Berkshire Cuts Pool Corp Stake 11% as Q4 Preview Sees 2.1% EPS Growth
Berkshire Hathaway trimmed its Pool Corp stake by 11% in its fourth-quarter 13F filing, marking one of the larger reductions in its portfolio. Pool Corp will report Q4 results on Feb. 19 with analysts forecasting $0.99 EPS (up 2.1%) and roughly $998.3 million in revenue (up 1.1%).
1. Berkshire Hathaway Reduces Pool Stake
In its fourth-quarter 13F filing reflecting Warren Buffett’s final quarter as CEO, Berkshire Hathaway reduced its Pool Corp position by 11%, making it one of the more significant trims alongside cuts in Amazon and Atlanta Braves holdings. The adjustment underscores a broader rebalancing strategy as core stakes were resized during the period ending December 31, 2025.
2. Upcoming Q4 Results And Drivers
Pool Corp is scheduled to report fourth-quarter 2025 results on February 19, with consensus estimates calling for $0.99 EPS (a 2.1% increase year-over-year) and $998.3 million in revenue (up 1.1%). Performance is expected to be underpinned by stable maintenance demand, record usage of the POOL360 digital platform, disciplined supply-chain management, and targeted growth from acquisitions and new sales center openings.