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

GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets had a difficult start to 2025; with high levels of volatility in all of the main indices. The Value Fund finished the first quarter +3.0% net of fees and expenses. For the first quarter, the S&P/TSX returned +1.5%, the S&P500 returned -4.2%, and the Nasdaq returned –10.2%. The markets fell around 10% this past week as a result of President Trump’s April 2 “Liberation Day” tariff announcement. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its first quarter 2025 investor letter, GreensKeeper Asset Management emphasized stocks such as Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages in insurance, freight rail transportation, and utility businesses. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was 3.40%, and its shares gained 27.92% of their value over the last 52 weeks. On April 9, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) stock closed at $521.41 per share with a market capitalization of $1.123 trillion.

GreensKeeper Asset Management stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its Q1 2025 investor letter:

“The top contributor to the portfolio in Q1 was Berkshire Hathaway Inc. (NYSE:BRK-B), with a return of +17.5%. Berkshire finished 2024 on a strong note, with operating earnings rising 27.1% from the prior year. The Insurance and Utilities & Energy segments showed stark improvement, with profits increasing 66% and 60% respectively year-over-year. With over $300 billion of idle cash at year-end, Buffett may finally be getting his opportunity to bag an elephant. Like his major acquisitions of the past, these moves drive the future growth of the company’s cash generation machine.”

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

A team of insurance professionals in a boardroom overlooking a city skyline.

Berkshire Hathaway Inc. (NYSE:BRK-B) is in 15th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 131 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the fourth quarter which was 120 in the previous quarter. While we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

We covered Berkshire Hathaway Inc. (NYSE:BRK-B) in another article, where we shared the list of debt-free halal stocks to invest in. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks.

Disclosure: None. This article is originally published at Insider Monkey.