What Makes Berkshire Hathaway (BRK-B) a Strong Investment?

Marram Investment Management's second-quarter 2026 investor letter reveals a +2.7% portfolio return, leading to a year-to-date gain of +3.2%. Cumulatively since inception, the firm has delivered a +632.4% return and +13.7% annualized return, net of fees. Strong contributions came from MLP Energy Infrastructure, Large Financials, and Biopharma, while Payment Technology investments negatively impacted performance.

The management focuses on reasonable pricing and robust fundamentals, seeking steady returns and minimizing price volatility amid high valuations and macroeconomic uncertainties. In its Q2 2026 letter, Marram Investment Management disclosed purchasing additional shares of Berkshire Hathaway Inc. (NYSE:BRK-B), raising their stake to 5.5% NAV.

Berkshire Hathaway Inc., a multinational conglomerate specializing in insurance, freight rail, and utilities, boasts a market valuation of $965.95 billion. Its shares have fluctuated between $464.01 and $537.74 over the past year, with a 1.60% increase over the past 12 months. The company recently resumed share buybacks, suggesting management perceives value in the current market.

Berkshire Hathaway Inc. ranks 19th among the 40 most popular stocks among hedge funds heading into 2026, with 135 hedge funds holding the stock at the end of Q2 2026, up from 126 the previous quarter. While considering Berkshire Hathaway Inc. a potentially sound investment, Marram Investment Management believes certain AI stocks present greater upside potential with lower risk. The firm suggests exploring a short-term AI stock report for an undervalued opportunity.