Madison Investments, an investment advisor, released its “Madison Large Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Class Y) increased 3.1%, compared to a 10.9% gain for the S&P 500 index. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second quarter 2025 investor letter, Madison Large Cap Fund highlighted stocks such as Brookfield Corporation (NYSE:BN). Brookfield Corporation (NYSE:BN) is an alternative asset manager and REIT/Real Estate Investment Manager firm. The one-month return of Brookfield Corporation (NYSE:BN) was 11.25%, and its shares gained 41.46% of their value over the last 52 weeks. On July 21, 2025, Brookfield Corporation (NYSE:BN) stock closed at $66.33 per share with a market capitalization of $101.73 billion.
Madison Large Cap Fund stated the following regarding Brookfield Corporation (NYSE:BN) in its second quarter 2025 investor letter:
"The top five contributors for the quarter were Ferguson, Berkshire Hathaway, Analog Devices, Texas Instruments, and Brookfield Corporation (NYSE:BN). Brookfield Corporation reported strong quarterly results and its shares bounced back in the quarter after selling off in the first quarter on fears of a slowdown in global economic growth."
An experienced asset manager studying financial documents intently in their office.
Brookfield Corporation (NYSE:BN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held Brookfield Corporation (NYSE:BN) at the end of the first quarter, which was 37 in the previous quarter. While we acknowledge the potential of Brookfield Corporation (NYSE:BN) 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 Brookfield Corporation (NYSE:BN) and shared Alphyn Capital Management's 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.