GreensKeeper Value Fund’s Top Q1 Contributor: Berkshire Hathaway (BRK.B)

2 months ago 23

Soumya Eswaran

Thu, Apr 10, 2025, 5:51 AM 3 min read

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GreensKeeper Asset Management, an concern absorption company, released its archetypal 4th 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Markets had a hard commencement to 2025; with precocious levels of volatility successful each of the main indices. The Value Fund finished the archetypal 4th +3.0% nett of fees and expenses nett of fees and expenses. For the archetypal quarter, the S&P/TSX retuned +1.5%, the S&P500 -4.2% and the Nasdaq –10.2%. The markets fell astir 10% this past week arsenic a effect of President Trump's April 2 "Liberation Day" tariff announcement. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its archetypal 4th 2025 capitalist letter, GreensKeeper Asset Management emphasized stocks specified arsenic Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages successful insurance, freight obstruction transportation, and inferior businesses. The one-month instrumentality of Berkshire Hathaway Inc. (NYSE:BRK-B) was 3.40%, and its shares gained 27.92% of their worth implicit the past 52 weeks. On April 9, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) banal closed astatine $521.41 per stock with a marketplace capitalization of $1.123 trillion.

GreensKeeper Asset Management stated the pursuing regarding Berkshire Hathaway Inc. (NYSE:BRK-B) successful its Q1 2025 capitalist letter:

"The apical contributor to the portfolio successful Q1 was Berkshire Hathaway Inc. (NYSE:BRK-B), with a instrumentality of +17.5%. Berkshire finished 2024 connected a beardown note, with operating net rising 27.1% from the anterior year. The Insurance and Utilities & Energy segments showed stark improvement, with profits expanding 66% and 60% respectively year-over-year. With implicit $300 cardinal of idle currency astatine year-end, Buffett whitethorn yet beryllium getting his accidental to container an elephant. Like his large acquisitions of the past, these moves thrust the aboriginal maturation of the company’s currency procreation machine."

Is Berkshire Hathaway Inc. (BRK-B) the Best Beginner Stock?

Is Berkshire Hathaway Inc. (BRK-B) the Best Beginner Stock?

A squad of security professionals successful a boardroom overlooking a metropolis skyline.

Berkshire Hathaway Inc. (NYSE:BRK-B) is successful 15th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 131 hedge money portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) astatine the extremity of the 4th fourth which was 120 successful the erstwhile quarter. While we admit the imaginable of Berkshire Hathaway Inc. (NYSE:BRK-B) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.


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