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

Bretton Capital Management, an investment management company, released the “Bretton Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 8.21% compared to 8.12% for the S&P 500 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Bretton Fund highlighted stocks such as UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is a diversified healthcare company that operates through UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx segments. The one-month return of UnitedHealth Group Incorporated (NYSE:UNH) was -4.29%, and its shares lost 39.26% of their value over the last 52 weeks. On October 30, 2025, UnitedHealth Group Incorporated (NYSE:UNH) stock closed at $344.75 per share, with a market capitalization of $312.288 billion.

Bretton Fund stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its third quarter 2025 investor letter:

"After a miserable start to the year, UnitedHealth Group Incorporated (NYSE:UNH)—whose stock at one point had fallen by over 60% from its November 2024 high—rebounded a bit, adding 0.9% to the fund, and we added to our position during the quarter. Investors were encouraged by the new CEO’s optimistic comments and by Berkshire Hathaway’s initiating a position in the company."

UnitedHealth Group Incorporated (NYSE:UNH) is in the 18th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 159 hedge fund portfolios held UnitedHealth Group Incorporated (NYSE:UNH) at the end of the second quarter, which was 139 in the previous quarter. In the third quarter of 2025, UnitedHealth Group Incorporated (NYSE:UNH) reported revenues exceeding $113 billion, representing a 12% year-over-year growth due to the expansion of domestic memberships. While we acknowledge the potential of UnitedHealth Group Incorporated (NYSE:UNH) 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 UnitedHealth Group Incorporated (NYSE:UNH) and shared the list of stocks Jim Cramer discussed recently. In addition, please check out our hedge fund investor letters Q3 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.