Scharf Investments, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.21 Billion distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $281M, Microsoft Corp with a value of $212M, Berkshire Hathaway Inc Class B with a value of $205M, Comcast Corp with a value of $193M, and Oracle Corp with a value of $185M.
Examining the 13F form we can see an decrease of $149M in the current position value, from $3.36B to 3.21B.
Below you can find more details about Scharf Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.21 Billion
Healthcare: $770 Million
Financial Services: $598 Million
Technology: $592 Million
Industrials: $279 Million
Communication Services: $266 Million
Consumer Cyclical: $235 Million
Real Estate: $132 Million
Basic Materials: $119 Million
Other: $218 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions