Is it a Good Time to Invest in Berkshire Hathaway (BRK-B) Shares?

Peterson Investment, an investment management firm, released its “Peterson Investment Fund I” second-quarter 2025 investor letter. During the quarter, the fund declined by 10.1%, compared with a 10.9% gain in the S&P 500 including dividends. Despite the short-term setback, Peterson Investment Fund I remains ahead on a year-to-date basis, returning 13.6% net to investors versus the S&P 500’s 6.2% return. Looking further back, the firm highlighted its long-term record of compounding capital. Since its inception nearly 13.75 years ago, the fund has transformed a $1 million initial investment into $4.2 million net of fees, equating to an annualized return of 10.9%. Management emphasized that this enduring double-digit performance reflects the strength of its disciplined, value-based, and research-driven strategy, as well as its continued focus on alignment with investor interests. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025. A copy of Peterson Investment Fund’s Q2 2025 investor letter is available for download here.

One of the companies mentioned in the letter is Berkshire Hathaway Inc.

(NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B), through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. Over the past month, Berkshire Hathaway Inc. (NYSE:BRK-B) rose by 1.07%, and its shares gained 9.44% of their value over the last 12 months. On September 22, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) shares closed at $493.71, with a market capitalization of $1.074 trillion.

Here is what they have to say about Berkshire Hathaway Inc. (NYSE:BRK-B) in their investor letter:

“During the 2025 Berkshire Hathaway Inc. (NYSE:BRK-B) Annual Meeting, 94-year-old Warren Buffett announced the natural succession of leadership, with Vice Chairman Greg Abel assuming day-to-day responsibilities effective January 1, 2026. Buffett will retain his role as Chairman of the Board to ensure a seamless transition in governance and strategy.

Pixabay/Public Domain

Berkshire Hathaway Inc. (NYSE:BRK-B) ranks 15th in our list of the 30 most popular stocks among hedge funds. According to our data,

133 hedge fund portfolios held positions in Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the second quarter of 2025, up from

125 in the previous quarter. BRK-B surpassed Q2 2025 earnings expectations, posting an EPS of $0.69 compared to the forecast of $0.58. While we acknowledge the potential of BRK-B as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Berkshire Hathaway Inc. (NYSE:BRK-B) and UBS’ views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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