Weitz Investment Management, an investment management company, has published its letter as an investor in the first quarter “Multi-cap Equity Fund”. A copy of the letter can be downloaded here. The institutional class of the fund returned + 0.81% in the first quarter, against -4.72% for the Russell 3000. At the end of January, the “IA trade” was confronted with a challenge when the Chinese company Deepseek revealed that it had created an advanced model AI considerably lower than its American counterparts. This announcement led to an increased examination of investors concerning the spending strategies of American companies. The confidence of investors and business leaders is disputed by the uncertainties linked to trade and prices, which means that the actions decline as the quarter flows to its end. In addition, you can consult the 5 best assets of the fund to discover its best choices for 2025.
In his letter of investors of the first quarter of 2025, the multi-capital equity fund for Weitz highlighted actions such as Berkshire Hathaway Inc. (NYSE: BRK-B). Berkshire Hathaway Inc. (NYSE: BRK-B) engages in insurance companies, rail transport of freight and public services. The yield of one month by Berkshire Hathaway Inc. (NYSE: BRK -B) was -5.18%, and its shares gained 23.58% of their value in the last 52 weeks. On May 23, 2025, Berkshire Hathaway Inc. (NYSE: BRK-B) closed $ 503.46 per share with a market capitalization of $ 1.086 Billion of dollars.
Weitz Multi-Cap Equity Fund declared the following concerning Berkshire Hathaway Inc. (NYSE: BRK-B) in his letter of investor of the first quarter 2025:
“”Berkshire Hathaway Inc. (NYSE: BRK-B), the largest holder of the fund, often benefits from the volatile markets. Berkshire operations include a wide bunch of American and global companies that are surely affected by changes in trade policy. However, Berkshire’s “Fortress” assessment (including more than 300 billion dollars in cash) and a solid capital allowance recording suggests that the company is ready to benefit from larger market turbulence. “”
A team of insurance professionals in a meeting room overlooking a city horizon line.
Berkshire Hathaway Inc. (NYSE: BRK-B) is in 15th position on our list of 30 most popular actions among Hedge Funds. According to our database, 125 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE: BRK-B) at the end of the first quarter which was 131 in the previous quarter. While we recognize the potential of Berkshire Hathaway Inc. (NYSE: BRK-B) As an investment, our conviction lies in the conviction that AI actions are more promising to provide higher yields and do it within a shorter time. If you are looking for a stock of AI which is as promising as Nvidia but which is negotiated within 5 times its income, consult our report on the undervalued AI actions for massive gains.
