Four of Warren Buffett's smaller holdings have made some big gains off the bottom, along with the overall market. What's interesting is that most focus on his largest holdings which are Coca Cola $KO, Wells Fargo $WFC, American Express $AXP, Burlington Northern $BNI, Johnson & Johnson $JNJ, Procter & Gamble $PG, and Kraft Foods $KFT. Below in the graph's you see 4 smaller positions that Berkshire Hathaway owns. Three of these companies IR, NRG & KMX have gained 100% or better off their lows, while ETN has gained 76%, all four far out pacing the market averages, with the Dow Jones Industrial returning 44% and the S&P returning 50%.
Looking at some of his smaller holdings might give us a glimpse at what he is buying in his personal account which is not published anywhere. All-in-all Buffett owns over 90 different companies in which over half of these are wholly owned by Berkshire Hathaway $BRKA, $BRKB.