Scharf Investments, LLC Purchases and Sells in Q4 2025

Scharf Investments, LLC

$3.09 Billion
Q4 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	149K + 4086.7%	$609.01 - $751.67 $90.9M - $112M	153K $93.2M
UNH	143K + 399.22%	$320.52 - $369.92 $45.9M - $52.9M	179K $57.4M
BKNG	11.2K + 76.04%	$4804.01 - $5424.55 $53.6M - $60.6M	25.8K $124M
SPY	46.4K + 194.38%	$653.02 - $687.39 $30.3M - $31.9M	70.3K $46.8M
OTIS	344K + 43.02%	$88.77 - $93.38 $30.6M - $32.2M	1.15M $102M
ZTS	325K + 65.69%	$118.8 - $147.53 $38.6M - $47.9M	819K $97.3M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMC	358K New	$176.58 - $207.02 $63.2M - $74.1M	358K $64.7M
CNI	83.8K New	$93.17 - $97.87 $7.81M - $8.2M	83.8K $8M
IWB	8.31K New	$358.39 - $376.54 $2.98M - $3.13M	8.31K $3.06M
APH	7.03K New	$121.7 - $143.85 $856K - $1.01M	7.03K $940K
VOO	1.32K New	$600.51 - $631.95 $794K - $835K	1.32K $816K
RSP	4.34K New	$185.12 - $192.11 $804K - $834K	4.34K $813K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FISV	-1.12M - 98.76%	N/A	14K $1.76M
CMCSA	-2.39M - 96.53%	$26.98 - $31.09 $64.5M - $74.3M	85.8K $2.34M
ORCL	-133K - 20.64%	$217.57 - $313.0 $28.9M - $41.6M	512K $112M
DCI	-499K - 64.57%	$79.88 - $88.21 $39.8M - $44M	274K $23.4M
OXY	-500K - 14.53%	$39.75 - $47.72 $19.9M - $23.9M	2.94M $126M
IFF	-489K - 97.86%	$59.55 - $67.43 $29.1M - $33M	10.7K $702K

Activity Summary All Purchases 24 New Holdings 9 Increased Positions 15 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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