Warren Buffett’s winning equity portfolio is concentrated in just 4 stocks. Here’s what they are

Warren Buffett at Berkshire Hathaway's annual meeting in Los Angeles California. May 1, 2021.
Gerard Miller | CNBC

Warren Buffett's Berkshire Hathaway reported a strong rebound in earnings on Saturday and the conglomerate continued to rake in profits from its equity bets. Berkshire's stock itself is up 23% this year.

Berkshire revealed that about 70% of its equity portfolio was concentrated in just four names. Take a look at these high-conviction bets from the "Oracle of Omaha."