Why Gabelli Holds Berkshire Hathaway Inc. (BRK.B)
Yahoo Finance ·
Why Gabelli Holds Berkshire Hathaway Inc. (BRK.B) Attiya Zainib Wed, September 23, 2026 at 10:06 AM EDT 3 min read BRK-B Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here . The Fund returned 5.78% in the second quarter of 2026, trailing the MSCI World Index, which gained 13.90% as global markets rallied broadly during the period. The letter highlighted easing concerns around tariffs and the global trade war, while geopolitical tensions also moderated toward quarter-end. The Fund noted that the S&P 500 gained approximately 15%, while the MSCI EAFE Index rose about 4%, with substantial differences among international markets. Looking ahead, the Fund expects the Federal Reserve to keep short-term interest rates steady for several more months because inflation remains above the central bank's 2% target, making near-term rate cuts less likely. The Fund continues to pursue income and long-term capital appreciation through a diversified global portfolio, and had $73.1 million in net assets at the end of the quarter. In addition, please check the Fund's top five holdings to know its best picks in 2026. In its second-quarter 2026 investor letter, Gabelli Global Rising Income and Dividend Fund highlighted stocks like Berkshire Hathaway Inc. (NYSE: BRK.B ). Berkshire Hathaway Inc. (NYSE:BRK.B) is a diversified holding company with businesses spanning insurance, rail transportation, utilities and energy, manufacturing, services, and retail. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK.B) was approximately 1.40%, while its shares traded between $698,000 and $806,103 over the last 52 weeks. On September 22, 2026, Berkshire Hathaway Inc. (NYSE:BRK.B) stock closed at approximately $752,180 per share, with a market capitalization of about $1.08 trillion. Gabelli Global Rising Income and Dividend Fund stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK.B) in its Q2 2026 investor letter: " Berkshire Hathaway Inc. (NYSE:BRK.B) (3.1% of net assets as of June 30, 2026) (BRK/A – $748,850.00 – NYSE), based in Omaha, Nebraska, is the holding company for a diverse group of operating subsidiaries, including insurance, freight rail transportation, utilities and energy, finance, services, and retailing. The subsidiaries operate in an autonomous fashion, while investment and capital allocation decisions are managed by Chairman Warren Buffett and CEO Greg Abel. The firm has a fortress balance sheet with substantial cash from which to make opportunistic investments. From 1965 through December 31, 2025, the firm had an annual compounded return of 19.7%." Berkshire Hathaway Inc. (NYSE:BRK.B) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 . As per our database, 126 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK.B) at the end of the first quarter, compared with 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'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 discussed the first sequential decline in Berkshire's cash and Treasury bill holdings in more than three years. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years This article is originally published at Insider Monkey .
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