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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.7B
$255 Million 7.88% of portfolio
348,429
Q2 2025 Reduced 8.54%
$26.1B
$176 Million 5.42% of portfolio
87,980
Q2 2025 Reduced 1.0%
$41.1B
$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%
$64.2B
$143 Million 4.41% of portfolio
506,600
Q2 2025 Reduced 0.77%
$99.2B
$121 Million 3.75% of portfolio
440,229
Q2 2025 Reduced 0.44%
$14.8B
$109 Million 3.37% of portfolio
2,013,780
Q2 2025 Reduced 15.93%
$141B
$94.3 Million 2.91% of portfolio
2,641,848
Q2 2025 Reduced 8.9%
$157B
$91.7 Million 2.83% of portfolio
236,955
Q2 2025 Added 5,059.05%
$25.9B
$90.6 Million 2.8% of portfolio
545,858
Q2 2025 New
$113B
$90 Million 2.78% of portfolio
194,309
Q2 2025 Added 0.04%
$75.3B
$81.9 Million 2.53% of portfolio
229,454
Q2 2025 Reduced 0.44%
$34.1B
$78.5 Million 2.42% of portfolio
478,933
Q2 2025 New
$135B
$75.9 Million 2.34% of portfolio
329,812
Q2 2025 Reduced 41.45%
$15.8B
$63.8 Million 1.97% of portfolio
2,083,513
Q2 2025 Added 0.34%
$46.7B
$19.7 Million 0.61% of portfolio
583,633
Q2 2025 Reduced 64.71%
$44.5B
$5.1 Million 0.16% of portfolio
491,450
Q2 2025 New
$142B
$3.44 Million 0.11% of portfolio
8,700
Q2 2025 Added 8.9%
$33.7B
$2.69 Million 0.08% of portfolio
103,275
Q1 2025 Reduced 1.12%
$150B
$2.73 Million 0.08% of portfolio
9,120
Q2 2025 Added 8.46%
$124B
$2.24 Million 0.07% of portfolio
7,266
Q2 2025 Added 8.27%
$48.5B
$2.38 Million 0.07% of portfolio
2,285
Q2 2025 Added 8.76%
$145B
$1.28 Million 0.04% of portfolio
3,596
Q2 2025 Added 9.07%
$142B
$927,000 0.03% of portfolio
3,475
Q2 2025 Added 4.86%
$15.9B
$234,000 0.01% of portfolio
1,426
Q1 2025 New
$15.6B
$193,000 0.01% of portfolio
1,413
Q3 2024 New
$11.8B
$269,000 0.01% of portfolio
12,708
Q1 2025 Reduced 7.87%
$14.4B
$225,000 0.01% of portfolio
2,230
Q2 2025 Reduced 24.12%

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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