Pelican Bay Capital Administration, an funding administration firm, launched its third-quarter 2025 investor letter. A duplicate of the identical may be downloaded right here. PBCM Concentrated Worth Technique returned 7.8% within the quarter, in comparison with a 5.3% return for the Russell 1000 Worth Index. YTD, the fund returned 11.2% in comparison with 11.6% for the index. As well as, please test the fund’s high 5 holdings to know its greatest picks in 2025.
In its third-quarter 2025 investor letter, PBCM Concentrated Worth Technique highlighted shares akin to UnitedHealth Group Included (NYSE:UNH). UnitedHealth Group Included (NYSE:UNH) is a diversified healthcare firm that operates by means of UnitedHealthcare, Optum Well being, Optum Perception, and Optum Rx segments. The one-month return of UnitedHealth Group Included (NYSE:UNH) was -9.61%, and its shares misplaced 48.15% of their worth during the last 52 weeks. On November 7, 2025, UnitedHealth Group Included (NYSE:UNH) inventory closed at $324.21 per share, with a market capitalization of $293.682 billion.
PBCM Concentrated Worth Technique said the next relating to UnitedHealth Group Included (NYSE:UNH) in its third quarter 2025 investor letter:
“The medical insurance business has confronted important strain this 12 months. Profitability in Medicaid and Medicare has weakened on account of aggressive pricing from rivals like CVS and UnitedHealth Group Included (NYSE:UNH), in addition to higher-than-expected utilization of behavioral well being, GLP-1 medication, and elective surgical procedures.
