Berkshire Hathaway’s portfolio added six new stocks, including the three new secret stocks. Warren Buffett was a net seller of stocks for the eleventh straight quarter.

I told MarketWatch readers on Aug. 14 that Warren Buffett was about to reveal one big mystery elephant for Berkshire Hathaway’s portfolio — one $5 billion investment in the shares of an industrial giant.

Key Takeaways Warren Buffett's Berkshire Hathaway increased its holdings in UnitedHealth Group stock.A regulatory filing showed Berkshire held 5 million shares in the second quarter.Berkshire also added positions in D.

See Berkshire Hathaway Inc.'s strategy with a big new stake in UnitedHealth. Learn how it's hedging against recession and stagflation. Click for my BRK.A update.

What Happened: The undisclosed investments of Berkshire Hathaway have been made public. The company has reportedly invested in steelmaker Nucor NUE +1.07% Get Free Report , homebuilders D.R. Horton DHI +1.30% Get Free Report and Lennar LEN +1.56% Get Free Report , with the total investments amounting to $1.8 billion.

Berkshire Hathaway is deploying its $344B cash pile into undervalued stocks like UnitedHealth, while trimming Apple and BAC. See why BRK.A stock is a buy.

The conglomerate sold Apple shares during the second quarter, though the iPhone maker remains Berkshire’s largest stockholding.

Warren Buffett's Berkshire Hathaway has acquired 5 million shares in UnitedHealth Group , a regulatory filing showed on Thursday, sending the health insurer's stock up 7% in extended trading.

Given Buffett's concern over the stock market, it makes sense for investors to buy the most conservative stocks in the Berkshire Hathaway portfolio.