When folks think of the Berkshire Hathaway (BRK.B) portfolio and its collection of holdings, most of which were selected by Chairman and CEO Warren Buffett, the companies that most readily come to mind are probably American Express (AXP), Coca-Cola (KO) and, more recently, Apple (AAPL).
But a deep dive into Berkshire Hathaway’s equity holdings reveals a more complicated picture.
Berkshire Hathaway held positions in 47 separate stocks as of June 30, according to the most recent regulatory filing (Aug. 14) with the Securities and Exchange Commission – down from 48 in Q1 of this year, as he dumped USG Corp. (USG). But the portfolio of “Buffett stocks” isn’t as diversified as the number might suggest. In some cases, BRK.B holds more than one share class in