Diamond Hill Capital, an funding administration firm, launched its “Massive Cap Fund” first-quarter 2025 investor letter. A replica of the letter will be downloaded right here. Markets exhibited a blended efficiency in Q1 as the brand new presidential administration generated important buzz with a flurry of actions, leaving buyers unsure concerning the future course. The portfolio trailed the Russell 1000 Worth Index benchmark in Q1. The technique returned 1.36% (web) vs 2.14% returns for the index. To get an thought of the fund’s finest selections for 2025, try its high 5 positions.
In its first-quarter 2025 investor letter, Diamond Hill Massive Cap Fund highlighted shares comparable to Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages in insurance coverage, freight rail transportation, and utility companies. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was -1.98%, and its shares gained 24.68% of their worth over the past 52 weeks. On Might 9, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) inventory closed at $531.64 per share with a market capitalization of $1.147 trillion.
Diamond Hill Massive Cap Fund acknowledged the next relating to Berkshire Hathaway Inc. (NYSE:BRK-B) in its Q1 2025 investor letter:
“Different high Q1 contributors included Berkshire Hathaway Inc. (NYSE:BRK-B), Waste Administration and HCA Healthcare. Diversified holding firm Berkshire Hathaway has benefited from improved efficiency at GEICO, which is producing higher underwriting outcomes, coverage development and a decrease expense ratio than friends. The corporate’s substantial extra capital gives ample alternatives for additional investments and capital allocation trying ahead.”
A group of insurance coverage professionals in a boardroom overlooking a metropolis skyline.
Berkshire Hathaway Inc. (NYSE:BRK-B) is in fifteenth place on our checklist of 30 Most In style Shares Amongst Hedge Funds. As per our database, 131 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) on the finish of the fourth quarter which was 120 within the earlier quarter. Whereas we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an funding, our conviction lies within the perception that AI shares maintain higher promise for delivering larger returns, and doing so inside a shorter timeframe. In case you are in search of an AI inventory that’s as promising as NVIDIA however that trades at lower than 5 instances its earnings, try our report concerning the least expensive AI inventory.
In one other article, we lined Berkshire Hathaway Inc. (NYSE:BRK-B) and shared the checklist of shares Jim Cramer lately mentioned. As well as, please try our hedge fund investor letters Q1 2025 web page for extra investor letters from hedge funds and different main buyers.
