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Bretton Fund's investment thesis on UnitedHealth Group Incorporated ($UNH) — Q3 2025 | Buyside Digest

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$UNHNYSEUnitedHealth Group Incorporated

BULL

Bretton Fund—UNH

Fund Letter

Q3 2025

Published October 24, 2025

View Fund Profile

$393.06USD

-1.0% vs last month

$341.56Pitched

+15.1% since pitch

Market Cap$369.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Bretton Fund 2025 Q3 (UNH)

— Stephen Dodson and Raphael de Balmann

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What other investors think about $UNH, and what else Bretton Fund is buying.

Other pitches on $UNH

Other investors who've written on UnitedHealth Group Incorporated

Auxier Asset ManagementBULL

Pitched May 11, 2026

UnitedHealth has been a major laggard for the past quarter and year. However, since CEO...

Bretton FundBULL

Pitched Dec 31, 2024

UnitedHealth faced heightened headlines and legal controversy following the assassination of its insurance CEO, alongside ongoing political scrutiny over claims management. Management remains committed...

Latitude Global FundBULL

Pitched Jul 13, 2026

At the beginning of the quarter, we significantly added to UnitedHealth, approximately doubling the size of the position.

View all $UNH pitches →