According to several sources Warren Buffet’s Berkshire Hathaway will reveal their secret position on August 14, 2025.

Here are my guesses:

OXY: Buffet loves OXY.  The company seems to print money including heavy dividends. Taking a controlling interest would be no surprise at all.

SIRI: Buffet seems to love SIRI but I can’t understand why.  Warren always says that the most important thing for him is to understand the business.  Well, I don’t understand this one.  What am I missing?

NU: I found it surprising that Buffett exited NU before.  I think this could have been a trick play where after selling he started buying again.  Maybe it was simply a way to take the spotlight off.  Unlike SIRI, I think I see NU as a potential big player like Visa and Mastercard in 10 years.  My opinion is that Buffett thinks this too but he could have really exited for other reasons entirely outside the company itself.  Even though you’ll see below that NU is my least likely pick I should mention that NU’s earnings are due on the 14th of August.

Toyota or BYD: Part of me wants to say that Buffett is taking a huge bite into Toyota or BYD.  Charlie Munger has spoken about BYD before and was continually impressed with the management.  Buffett dove into Japan a few years ago and clearly like the businesses and position – he just seems so confident about it.  A big name like Toyota wouldn’t surprise me to be on Buffett major holdings suddenly.

I do really hope it is not some position that basically says the US is doomed.  That would be depressing because he’s probably right.  If I had to put these in order by my opinion:

BYD, OXY, SIRI, TOYOTA, NU.

UPDATE:  Buffett has bought 5 million shares of UnitedHealth!  Bummer, I thought it would have been one of my five above.  more here