Despite holding stakes in close to four-dozen stocks, 82% of Berkshire's $378 billion of invested assets is concentrated in eight core companies.
The biggest isn't always the best.
Buffett owns lots of great stocks. These especially stand out right now.
The Oracle of Omaha hasn't done a great deal of buying lately, making Berkshire's recent purchases all the more noteworthy.
The Oracle of Omaha's portfolio is highly concentrated.
Here are three of Berkshire Hathaway's most recent stock purchases.
KB Homes is another cash-producing machine buying back shares, paying dividends, building cash, and increasing its book value and discount
Berkshire's homebuilder investments should draw more awareness to this unappreciated segment for investors.
Should you follow Buffett on this trend?
The home builders are on track to set new highs this year and next as pent-up demand and market conditions sustain business and drive cash flow.