Greenskeeper ***** et 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 ***** et 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 ***** et 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)
In its first-quarter 2026 investor letter, Greenskeeper ***** et 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 ***** et 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)
5 months ago
