GreensKeeper Asset Administration, an funding administration firm, launched its second-quarter 2025 investor letter. A replica of the letter might be downloaded right here. The Worth Fund has reached the midpoint of 2025, recording a decline of -3.6% internet of charges and bills. The US greenback has skilled a considerable depreciation, negatively impacting efficiency by over 5.0% year-to-date (YTD). The fund’s sturdy starting in Q1 was reversed in Q2 as markets shrugged off President Trump’s “Liberation Day” tariffs and adopted a full “danger on” stance. As well as, you may examine the fund’s prime 5 holdings to find out its finest picks for 2025.
In its second-quarter 2025 investor letter, GreensKeeper Asset Administration highlighted shares akin to Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages within the insurance coverage, freight rail transportation, and utility companies. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was 1.52%, and its shares gained 7.59% of their worth over the past 52 weeks. On August 22, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) inventory closed at $489.00 per share, with a market capitalization of $1.055 trillion.
Burke Wealth Administration acknowledged the next concerning Berkshire Hathaway Inc. (NYSE:BRK-B) in its second quarter 2025 investor letter:
“Our second-largest laggard within the quarter was Berkshire Hathaway Inc. (NYSE:BRK-B) -8.8%. Probably the most important replace at Berkshire was Warren Buffett’s shock announcement that on the finish of the 12 months, he’ll retire as CEO, a place he has held for 60 years. It got here as no shock that Buffett will go the torch to Canadian Greg Abel, who has been Vice Chairman of non-insurance operations for almost a decade.
A crew of insurance coverage professionals in a boardroom overlooking a metropolis skyline.
Berkshire Hathaway Inc. (NYSE:BRK-B) is in fifteenth place on our record of 30 Most Well-liked Shares Amongst Hedge Funds. As per our database, 133 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) on the finish of the second quarter which was 125 within the earlier quarter. Whereas we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an funding, we consider sure AI shares supply higher upside potential and carry much less draw back danger. For those who’re on the lookout for a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.
