[SCHEDULE 13G] Pool Corporation SEC Filing
Rhea-AI Filing Summary
Pool Corporation (POOL) Schedule 13G shows that Warren E. Buffett and a group of Berkshire Hathaway entities report beneficial ownership of 3,458,885 shares, representing 9.2% of POOL's outstanding common stock. That aggregate stake is disclosed as shared voting and dispositive power rather than sole control, and the filing states the shares were acquired and are held in the ordinary course of business.
Subsidiaries and affiliates are listed: National Indemnity, GEICO, Government Employees Insurance Company report 3,068,885 shares (8.2%), and Precision Castparts Corp. Master Trust reports 390,000 shares (1.0%). The filing includes addresses and classifications for each reporting person and is signed by Warren E. Buffett on behalf of the entities.
Positive
- Disclosure of a material stake (3,458,885 shares, 9.2%) by Warren E. Buffett and Berkshire entities provides transparency to investors
- Holding classified under Schedule 13G indicates the position is reported as passive and held in the ordinary course of business
Negative
- None.
Insights
TL;DR Berkshire-affiliated holders disclose a significant 9.2% stake in POOL, reported as shared voting/dispositive power.
The filing indicates a meaningful passive stake by Warren E. Buffett and Berkshire entities rather than an acquisition aimed at control. A 9.2% ownership can influence market perception and may attract investor attention to POOL's strategic outlook or capital allocation, but the Schedule 13G classification signals limited intent to change control. Watch for future amendments or Schedule 13D if intentions shift.
TL;DR Reporting shows coordinated holdings across Berkshire affiliates with shared authority over 3.46M shares, disclosed under Schedule 13G.
The use of Schedule 13G and the certification that shares are held in the ordinary course suggests no current plan to influence control. However, the concentration—especially 8.2% held via insurance subsidiaries—creates a sizable cross-ownership block. From a governance perspective, the company should ensure disclosure channels remain open and monitor any subsequent filings that could indicate active engagement.