Bretton Fund Increased Its Position in UnitedHealth (UNH) in Q3

Core Insights - Bretton Fund achieved an 8.21% return in Q3 2025, outperforming the S&P 500 Index which returned 8.12% [1] - UnitedHealth Group Incorporated (NYSE:UNH) is highlighted as a significant holding, with a one-month return of -4.29% and a 52-week loss of 39.26% [2][4] - The stock closed at $344.75 on October 30, 2025, with a market capitalization of $312.288 billion [2] Company Performance - UnitedHealth Group reported revenues exceeding $113 billion in Q3 2025, reflecting a 12% year-over-year growth driven by the expansion of domestic memberships [4] - The company experienced a significant stock decline, falling over 60% from its November 2024 high before a slight rebound, contributing 0.9% to the Bretton Fund [3] Investor Sentiment - The appointment of a new CEO and Berkshire Hathaway's initiation of a position in UnitedHealth Group have positively influenced investor sentiment [3] - UnitedHealth Group is ranked 18th among the 30 Most Popular Stocks Among Hedge Funds, with 159 hedge fund portfolios holding the stock at the end of Q2 2025, up from 139 in the previous quarter [4]