Scharf Investments, LLC Reduced Holdings in Q3 2025

Scharf Investments, LLC

  • $3.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-501K
- 98.83%
$265.78 - $299.3 $133M - $150M
5.91K $1.61M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-705K
- 92.71%
$91.44 - $91.77 $64.4M - $64.7M
55.4K $5.09M
UHAL
Amerco

Industrials
-901K
- 62.18%
$55.87 - $63.85 $50.3M - $57.5M
548K $31.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-83.8K
- 19.19%
$459.11 - $506.91 $38.5M - $42.5M
353K $177M
MKL
Markel Corp

Financial Services
-12.6K
- 14.36%
$1898.34 - $2031.8 $24M - $25.7M
75.3K $144M
SLB
Schlumberger Limited

Energy
-562K
- 96.34%
$32.37 - $37.31 $18.2M - $21M
21.4K $734K
V
Visa Inc.

Financial Services
-31K
- 6.52%
$332.09 - $358.86 $10.3M - $11.1M
444K $152M
CMCSA
Comcast Corp

Communication Services
-166K
- 6.28%
$31.41 - $36.33 $5.21M - $6.02M
2.48M $77.8M
ORCL
Oracle Corp

Technology
-239K
- 27.02%
$218.96 - $328.33 $52.2M - $78.3M
645K $181M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1K
- 6.39%
$5364.25 - $5815.92 $5.37M - $5.83M
14.7K $79.3M
CME
Cme Group Inc.

Financial Services
-18.2K
- 4.12%
$258.83 - $287.1 $4.7M - $5.21M
422K $114M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.1K
- 35.39%
$617.65 - $666.84 $8.08M - $8.72M
23.9K $15.9M
MCK
Mckesson Corp

Healthcare
-23.7K
- 6.8%
$659.01 - $772.54 $15.6M - $18.3M
325K $251M
AON
Aon PLC

Financial Services
-9.37K
- 4.08%
$350.91 - $375.27 $3.29M - $3.51M
220K $78.5M
FISV
Fiserv Inc

Technology
-25K
- 2.16%
N/A
1.13M $142M
CVS
Cvs Health Corp

Healthcare
-24.5K
- 19.46%
$58.75 - $76.5 $1.44M - $1.87M
101K $7.64M
INTU
Intuit Inc

Technology
-83
- 1.39%
$646.03 - $807.39 $53.6K - $67K
5.91K $4.03M
CRM
Salesforce, Inc.

Technology
-284
- 2.55%
$231.66 - $273.65 $65.8K - $77.7K
10.8K $2.57M
MSFT
Microsoft Corp

Technology
-18.4K
- 4.12%
$491.09 - $535.64 $9.01M - $9.83M
427K $221M
SYK
Stryker Corp

Healthcare
-78
- 0.9%
$368.57 - $403.53 $28.7K - $31.5K
8.62K $3.19M
GWW
W.W. Grainger, Inc.

Industrials
-34
- 1.49%
$932.44 - $1059.49 $31.7K - $36K
2.25K $2.15M
NVDA
Nvidia Corp

Technology
-7.88K
- 17.27%
$153.3 - $186.58 $1.21M - $1.47M
37.8K $7.05M
ADP
Automatic Data Processing Inc

Industrials
-101
- 1.39%
$288.69 - $310.94 $29.2K - $31.4K
7.17K $2.1M
MLKN
Millerknoll, Inc.

Consumer Cyclical
-5.29K
- 21.86%
$16.96 - $22.19 $89.8K - $117K
18.9K $335K
LLY
Eli Lilly & CO

Healthcare
-37
- 1.49%
$625.65 - $812.69 $23.1K - $30.1K
2.44K $1.86M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-6.09K
- 29.14%
N/A
14.8K $105K
META
Meta Platforms, Inc.

Communication Services
-18
- 0.49%
$695.21 - $791.73 $12.5K - $14.3K
3.65K $2.68M
Brookfield Corp
-194K
- 6.87%
N/A
2.63M $0
CARG
Car Gurus, Inc.

Communication Services
-1.18K
- 9.05%
$29.11 - $37.85 $34.4K - $44.7K
11.9K $441K
MA
Mastercard Inc

Financial Services
-55
- 1.04%
$550.18 - $598.96 $30.3K - $32.9K
5.22K $2.97M
ETN
Eaton Corp PLC

Industrials
-49
- 1.36%
$342.99 - $392.76 $16.8K - $19.2K
3.55K $1.33M
AAPL
Apple Inc.

Technology
-254
- 1.86%
$202.38 - $256.87 $51.4K - $65.2K
13.4K $3.42M
LMT
Lockheed Martin Corp

Industrials
-12.5K
- 6.42%
$410.74 - $499.21 $5.12M - $6.23M
182K $90.8M
GOOGL
Alphabet Inc.

Communication Services
-191
- 1.39%
$174.36 - $254.72 $33.3K - $48.7K
13.5K $3.29M
GOOG
Alphabet Inc.

Communication Services
-276
- 1.27%
$175.16 - $255.24 $48.3K - $70.4K
21.5K $5.24M
NVS
Novartis Ag

Healthcare
-51.5K
- 4.08%
$113.5 - $129.73 $5.84M - $6.68M
1.21M $155M
HSY
Hershey CO

Consumer Defensive
-11.8K
- 2.17%
$161.95 - $193.45 $1.92M - $2.29M
534K $99.9M
SNN
Smith & Nephew PLC

Healthcare
-54.5K
- 2.61%
$29.33 - $38.7 $1.6M - $2.11M
2.03M $73.6M
OXY
Occidental Petroleum Corp

Energy
-41.3K
- 1.19%
$42.54 - $48.1 $1.75M - $1.98M
3.44M $163M
Activity Summary
Buys All Purchases 25 New Holdings 16 Increased Positions 9 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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