Warren Buffett's Mystery Position

Berkshire Hathaway is building a mystery position that they're quietly building a position in.

That’s not speculation—it’s confirmed in their latest 13F filing, but the actual stock isn’t named.

Why? Because the SEC allows filers to temporarily conceal holdings if disclosing them would significantly move the market.

This only happens when someone like Buffett is going big—either a massive position or a very strategic one. And historically, every time Berkshire has asked for confidentiality, it’s been for major moves like Apple, Chubb, Chevron, or IBM. So… this isn’t some small-cap gamble.

Right now, we don’t know what the stock is—but the Street is guessing. What we do know is that it falls into the “commercial, industrial, and other” bucket in Berkshire’s portfolio. Not financials. Not consumer. So probably something… industrial… commercial… or other? 😅

This Motley Fool Article lists Fedex, UPS, and Paccar as possible companies (https://www.fool.com/investing/2025/05/19/warren-buffett-is-buying-secret-stock-again-clues/), but it's based on them having a P/E ratio <15... which isn't necessarily a criterion for Berkshire (they just bought Pool Corp at 29 P/E)

Could take up to a year for us to learn what it is, what do you think it is?