Berkshire Hathaway (BRK-B) Stock Returned 11%

Core Viewpoint - Bretton Fund's performance in Q4 2025 was 1.44%, underperforming the S&P 500 Index which returned 2.66%. For the entire year, the Fund returned 11.58% compared to the Index's 17.88%. The firm perceives the market as modestly elevated but not in bubble territory, particularly regarding artificial intelligence investments [1]. Group 1: Fund Performance - In Q4 2025, Bretton Fund returned 1.44% while the S&P 500 Index returned 2.66% [1]. - For the full year 2025, the Fund achieved a return of 11.58%, compared to 17.88% for the S&P 500 Index [1]. Group 2: Market Perspective - The firm views the current market as not in bubble territory but acknowledges a modest elevation, particularly concerning the AI sector [1]. - The Fund is willing to reduce speculative elements of the AI boom, even if it results in temporary underperformance during strong market phases [1]. Group 3: Berkshire Hathaway Inc. Insights - Berkshire Hathaway Inc. (NYSE:BRK-B) stock closed at $487.48 on March 04, 2026, with a one-month return of -3.26% and a 52-week loss of 2.08%. The company has a market capitalization of $1.052 trillion [2]. - The Fund highlighted Berkshire Hathaway's strong collection of businesses despite the departure of longtime CEO Warren Buffett, noting a stock return of 11% [3]. - Berkshire Hathaway is ranked 19th among the 40 Most Popular Stocks Among Hedge Funds, with 133 hedge fund portfolios holding its stock at the end of Q4, an increase from 128 in the previous quarter [3].