Berkshire Invests In Ulta Beauty Heico As It Retreats From Apple

Warren Buffett's Berkshire Hathaway Acquires Stakes in Ulta Beauty, Heico

Buffs Adds to Retail Portfolio

Berkshire Hathaway Inc. (BRK.A, BRK.B), the investment vehicle of legendary investor Warren Buffett, has taken small stakes in two companies: beauty retailer Ulta Beauty Inc. (ULTA) and aircraft and industrial component maker Heico Corporation (HEI).

Details of the Acquisition

According to a regulatory filing, Berkshire now owns about 690,000 shares of Ulta Beauty, worth roughly $266.3 million, and 1.04 million shares of Heico, valued at approximately $185.4 million.

Market Reaction

The announcement sent shares of both companies soaring in after-hours trading. Ulta Beauty shares jumped 14%, while Heico shares rose 3%. This reflects investors' belief in the companies and the potential for future growth.

Buffett's Investment Strategy

Buffett is known for his value investing approach, seeking companies with strong fundamentals, competitive advantages, and undervalued stock prices. These acquisitions suggest that he sees potential in both Ulta Beauty and Heico.

Buffett's Recent Activity

The quarter's activity included a significant retreat from stocks, with Berkshire selling about 390 million shares of Apple (AAPL). However, the company also made new investments in other companies, including a stake in Occidental Petroleum (OXY).


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