Scharf Investments, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.24 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $255M, Microsoft Corp with a value of $221M, Berkshire Hathaway Inc Class B with a value of $212M, Oracle Corp with a value of $193M, and Markel Corp with a value of $176M.

Examining the 13F form we can see an increase of $303M in the current position value, from $2.94B to 3.24B.

Below you can find more details about Scharf Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.24 Billion
Financial Services: $765 Million
Technology: $674 Million
Healthcare: $611 Million
Industrials: $312 Million
Basic Materials: $221 Million
Communication Services: $208 Million
Energy: $167 Million
ETFs: $93.7 Million
Other: $187 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $3.24 Billion
  • Prior Value $2.94 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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