The investment from the legendary investor is seen as a sign that the selloff among those stocks has gone too far.

In May, a 13F filing revealed that Berkshire Hathaway was buying mystery stocks. Now, at last, we know what they are.

Also notice that although these are six brand-new positions, they add up to about $4 billion, significantly less than the proceeds from the Apple, Bank of America, and T-Mobile sales, which is how Berkshire was still a net seller of stocks for the quarter.

The big surprise was a brand new, $1.6 billion stake in UnitedHealth, accumulated entirely during the second quarter.