Scharf Investments, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.36 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $273M, Berkshire Hathaway Inc Class B with a value of $241M, Comcast Corp with a value of $225M, Microsoft Corp with a value of $211M, and Markel Corp with a value of $187M.

Examining the 13F form we can see an increase of $146M in the current position value, from $3.21B to 3.36B.

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

Portfolio value $3.36 Billion
Healthcare: $837 Million
Financial Services: $604 Million
Technology: $584 Million
Communication Services: $411 Million
Industrials: $282 Million
Consumer Cyclical: $151 Million
Real Estate: $148 Million
Consumer Defensive: $128 Million
Other: $214 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 61
  • Current Value $3.36 Billion
  • Prior Value $3.21 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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