Scharf Investments, LLC Portfolio Holdings

Scharf Investments, LLC

  • $3.24 Billion
  • Q2 2025

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
$102B
$255 Million 7.88% of portfolio
348,429
Q2 2025 Reduced 8.54%
$3.81T
$221 Million 6.83% of portfolio
444,957
Q2 2025 Added 6.7%
$631B
$212 Million 6.55% of portfolio
436,722
Q2 2025 Reduced 0.5%
$671B
$193 Million 5.96% of portfolio
883,272
Q2 2025 Added 4.93%
$27.3B
$176 Million 5.42% of portfolio
87,980
Q2 2025 Reduced 1.0%
$572B
$169 Million 5.2% of portfolio
474,828
Q2 2025 Reduced 4.38%
$246B
$153 Million 4.72% of portfolio
1,262,444
Q2 2025 Added 0.3%
$40.6B
$146 Million 4.51% of portfolio
3,480,890
Q2 2025 Added 17.46%
$79.5B
$145 Million 4.47% of portfolio
1,155,966
Q2 2025 Added 2.97%
$65.1B
$143 Million 4.41% of portfolio
506,600
Q2 2025 Reduced 0.77%
$99.9B
$121 Million 3.75% of portfolio
440,229
Q2 2025 Reduced 0.44%
$16.5B
$109 Million 3.37% of portfolio
2,013,780
Q2 2025 Reduced 15.93%
$223B
$104 Million 3.22% of portfolio
840,267
Q2 2025 Added 45.28%
$153B
$94.3 Million 2.91% of portfolio
2,641,848
Q2 2025 Reduced 8.9%
$170B
$91.7 Million 2.83% of portfolio
236,955
Q2 2025 Added 5,059.05%
$25.1B
$90.6 Million 2.8% of portfolio
545,858
Q2 2025 New
$123B
$90 Million 2.78% of portfolio
194,309
Q2 2025 Added 0.04%
$1.22B
$87.8 Million 2.71% of portfolio
1,449,296
Q2 2025 Added 137.23%
$73.4B
$81.9 Million 2.53% of portfolio
229,454
Q2 2025 Reduced 0.44%
$29.6B
$78.5 Million 2.42% of portfolio
478,933
Q2 2025 New
$140B
$75.9 Million 2.34% of portfolio
329,812
Q2 2025 Reduced 41.45%
$0
$69.7 Million 2.15% of portfolio
760,224
Q2 2025 Reduced 30.86%
$13B
$63.8 Million 1.97% of portfolio
2,083,513
Q2 2025 Added 0.34%
$8.67B
$52.7 Million 1.63% of portfolio
760,079
Q2 2025 Reduced 3.05%
$0
$22.8 Million 0.7% of portfolio
36,954
Q2 2025 Added 28.94%
$49.2B
$19.7 Million 0.61% of portfolio
583,633
Q2 2025 Reduced 64.71%
$269B
$9.19 Million 0.28% of portfolio
29,465
Q2 2025 New
$83.1B
$8.68 Million 0.27% of portfolio
125,885
Q2 2025 Reduced 21.23%
$431B
$7.21 Million 0.22% of portfolio
45,657
Q2 2025 Added 7.99%
$47.3B
$5.1 Million 0.16% of portfolio
491,450
Q2 2025 New
$213B
$4.72 Million 0.15% of portfolio
5,989
Q2 2025 Added 8.75%
$4B
$4.12 Million 0.13% of portfolio
101,508
Q2 2025 Added 3.05%
$1.12T
$3.87 Million 0.12% of portfolio
21,803
Q2 2025 Added 7.43%
$147B
$3.44 Million 0.11% of portfolio
8,700
Q2 2025 Added 8.9%
$3.38T
$2.8 Million 0.09% of portfolio
13,668
Q2 2025 Added 4.08%
$260B
$3.03 Million 0.09% of portfolio
11,116
Q2 2025 Added 8.63%
$530B
$2.96 Million 0.09% of portfolio
5,273
Q2 2025 Added 8.83%
$30.2B
$2.69 Million 0.08% of portfolio
103,275
Q1 2025 Reduced 1.12%
$1.62T
$2.71 Million 0.08% of portfolio
3,671
Q2 2025 Added 8.55%
$178B
$2.73 Million 0.08% of portfolio
9,120
Q2 2025 Added 8.46%
$125B
$2.24 Million 0.07% of portfolio
7,266
Q2 2025 Added 8.27%
$51.6B
$2.38 Million 0.07% of portfolio
2,285
Q2 2025 Added 8.76%
$1.07T
$2.42 Million 0.07% of portfolio
13,713
Q2 2025 Added 8.58%
$724B
$1.93 Million 0.06% of portfolio
2,481
Q2 2025 Added 9.25%
$6.41B
$1.2 Million 0.04% of portfolio
31,613
Q2 2025 Reduced 7.77%
$426B
$1.46 Million 0.04% of portfolio
2
Q1 2023 Reduced 33.33%
$152B
$1.28 Million 0.04% of portfolio
3,596
Q2 2025 Added 9.07%
$145B
$927,000 0.03% of portfolio
3,475
Q2 2025 Added 4.86%
$0
$640,000 0.02% of portfolio
1,886
Q2 2025 Added 7.34%

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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