Scharf Investments, LLC Purchases and Sells in Q3 2025

Scharf Investments, LLC

$3.36 Billion
Q3 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNP	338K + 102.57%	$214.91 - $237.16 $72.7M - $80.2M	668K $158M
FNV	119K + 24.81%	$154.4 - $222.91 $18.3M - $26.5M	598K $133M
DCI	12.1K + 1.59%	$69.82 - $82.14 $844K - $993K	772K $63.2M
HLN	442K + 89.91%	$8.72 - $10.35 $3.85M - $4.57M	933K $8.37M
UNH	6.39K + 21.67%	$237.77 - $353.61 $1.52M - $2.26M	35.9K $12.4M
SONY	78.3K + 75.84%	$23.92 - $30.07 $1.87M - $2.36M	182K $5.23M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CB	299K New	$265.99 - $289.59 $79.7M - $86.7M	299K $84.5M
OTIS	801K New	$84.93 - $101.07 $68M - $80.9M	801K $73.2M
TMO	150K New	$404.94 - $499.99 $60.9M - $75.2M	150K $72.9M
A	568K New	$112.04 - $128.75 $63.6M - $73.1M	568K $72.9M
ZTS	494K New	$141.13 - $159.19 $69.7M - $78.7M	494K $72.3M
IFF	499K New	$60.3 - $77.46 $30.1M - $38.7M	499K $30.7M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APD	-501K - 98.83%	$265.78 - $299.3 $133M - $150M	5.91K $1.61M
BIL	-705K - 92.71%	$91.44 - $91.77 $64.4M - $64.7M	55.4K $5.09M
UHAL	-901K - 62.18%	$55.87 - $63.85 $50.3M - $57.5M	548K $31.3M
BRK-B	-83.8K - 19.19%	$459.11 - $506.91 $38.5M - $42.5M	353K $177M
MKL	-12.6K - 14.36%	$1898.34 - $2031.8 $24M - $25.7M	75.3K $144M
SLB	-562K - 96.34%	$32.37 - $37.31 $18.2M - $21M	21.4K $734K

Activity Summary All Purchases 25 New Holdings 16 Increased Positions 9 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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