Here's Why Berkshire Hathaway (BRK-B) Fell in Q2

GreensKeeper Asset Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has reached the midpoint of 2025, recording a decline of -3.6% net of fees and expenses. The US dollar has experienced a substantial depreciation, negatively impacting performance by over 5.0% year-to-date (YTD). The fund’s robust beginning in Q1 was reversed in Q2 as markets shrugged off President Trump’s “Liberation Day” tariffs and adopted a full “risk on” stance. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, GreensKeeper Asset Management highlighted stocks such as Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages in the insurance, freight rail transportation, and utility businesses. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was 1.52%, and its shares gained 7.59% of their value over the last 52 weeks. On August 22, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) stock closed at $489.00 per share, with a market capitalization of $1.055 trillion.

Burke Wealth Management stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its second quarter 2025 investor letter:

"Our second-largest laggard in the quarter was Berkshire Hathaway Inc. (NYSE:BRK-B) -8.8%. The most significant update at Berkshire was Warren Buffett’s surprise announcement that at the end of the year, he will retire as CEO, a position he has held for 60 years. It came as no surprise that Buffett will pass the torch to Canadian Greg Abel, who has been Vice Chairman of non-insurance operations for nearly a decade.

While we are saddened to see Warren stepping down as CEO (he will stay on the board as Chairman), it doesn’t fundamentally change our intrinsic value estimate of the company, and we have been assuming a pending change in leadership for many years now."

Berkshire Hathaway Inc. (NYSE:BRK-B) is in 15th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 133 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the second quarter which was 125 in the previous quarter. While we acknowledge the potential of Berkshire Hathaway Inc. (NYSE: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 shared the list of stocks Jim Cramer recently discussed. 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.