From Yahoo Finance: 2025-05-12 08:45:00

Diamond Hill Capital’s first-quarter 2025 investor letter highlighted a mixed market performance in Q1 due to new presidential administration actions. The portfolio trailed the Russell 1000 Value Index benchmark, returning 1.36% (net) compared to the index’s 2.14% returns. The letter includes the fund’s top 5 positions for 2025.

Berkshire Hathaway Inc. (NYSE: BRK-B) was a top performer in Diamond Hill Large Cap Fund’s Q1 2025 investor letter. The stock had a one-month return of -1.98% and gained 24.68% over the last 52 weeks. On May 9, 2025, BRK-B closed at $531.64 per share with a market cap of $1.147 trillion.

According to Diamond Hill Large Cap Fund, Berkshire Hathaway Inc. (BRK-B) benefited from improved performance at GEICO, generating better underwriting results, policy growth, and a lower expense ratio. The company’s excess capital provides opportunities for investments and capital allocation in the future.

Berkshire Hathaway Inc. (BRK-B) is the 15th most popular stock among hedge funds. 131 hedge fund portfolios held BRK-B at the end of Q4, up from 120 in the previous quarter. While BRK-B is a solid investment, AI stocks are seen as having greater potential for higher returns in a shorter time frame.

Read more: Here’s Why Berkshire Hathaway (BRK-B) Surged in Q1