Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q1 2026 scorecard. A copy is available to download here. The Middle East conflict triggered a sharp stock sell-off in the market, resulting in the Greenskeeper Value Fund posting a -8.1% return in Q1. Despite this challenging quarter, the fund took the opportunity to reinforce its portfolio. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Greenskeeper Asset Management highlighted Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) is a multinational conglomerate engaged in insurance, freight rail transportation, and utility businesses. On June 12, 2026, Berkshire Hathaway Inc. (NYSE:BRK-B) closed at $489.25 per share. One-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was 0.46%, and its shares lost 0.08% over the past 52 weeks. Berkshire Hathaway Inc. (NYSE:BRK-B) has a market capitalization of $1.05 trillion.
Greenskeeper Asset Management stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its Q1 2026 investor letter:
“A feature article in this weekend’s Barron’s captured the current market sentiment and the disconnect regarding our largest holding—Berkshire Hathaway Inc. (NYSE:BRK-B). The stock has declined 7% year-to-date and underperformed the S&P 500 by 40% over the past year. This marks one of the worst periods of relative performance in its history. We view Berkshire as fundamentally undervalued. Management appears to share our conviction, having resumed share buybacks last month. With its $370 billion cash pile, we suspect that it will continue to retire shares. The lower the price, the more aggressively they will act and capture value for long-term shareholders
Fellow Canadian Greg Abel is now in charge. No successor to Buffett can ever hope to replicate his stock-picking genius. But we believe Greg brings a distinct set of strengths to the CEO role. Greg is hands-on, detail-oriented, and— crucially—willing to engage in the operational friction necessary to drive efficiency. Unlike the hands-off approach of the past, we believe Abel will hold subsidiary management teams to a higher standard of accountability, driving margin expansion across Berkshire’s diverse operations…” (Click here to read the full text)
Berkshire Hathaway Inc. (NYSE:BRK-B) ranks 19th on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 126 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the first quarter, compared to 133 in the previous quarter. While we acknowledge the risk and potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BERKSHIRE HATHAWAY INC. (NYSE:BRK-B) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Berkshire Hathaway Inc. (NYSE:BRK-B) and shared The London Company Income Equity Strategy’s insights on the company. In addition, please check out our hedge fund investor letters Q1 2026 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.
