Two mega-investors -- Warren Buffett and Carl Icahn -- made major portfolio shifts.
Watch video at left for update on Buffett and Berkshire Hathaway .
- Carl Icahn's holdings: Click for CNBC Video report
- Bill Gates' Foundation Buys, Too
Stocks mentioned in interviews include:
- Union Pacific
- Time Warner
- Biogen Idec
- Anadarko Petroleum