Scharf Investments, LLC Portfolio Holdings

Scharf Investments, LLC

  • $2.94 Billion
  • Q1 2025

Scharf Investments, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.94 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $256M, Berkshire Hathaway Inc Class B with a value of $234M, Visa Inc. with a value of $174M, Markel Corp with a value of $166M, and Microsoft Corp with a value of $157M.

Examining the 13F form we can see an decrease of $21.4M in the current position value, from $2.96B to 2.94B.

Below you can find more details about Scharf Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.94 Billion
Financial Services: $790 Million
Healthcare: $626 Million
Technology: $436 Million
Industrials: $318 Million
Energy: $217 Million
Communication Services: $172 Million
Basic Materials: $151 Million
ETFs: $118 Million
Other: $110 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$234 Million 7.96% of portfolio
438,916
Q1 2025 Reduced 2.25%
$585B
$174 Million 5.93% of portfolio
496,592
Q1 2025 Reduced 2.56%
$3.75T
$157 Million 5.33% of portfolio
417,007
Q1 2025 Reduced 1.86%
$264B
$140 Million 4.78% of portfolio
1,258,639
Q1 2025 Added 4.6%
$636B
$118 Million 4.01% of portfolio
841,797
Q1 2025 Reduced 7.79%
$225B
$79.9 Million 2.72% of portfolio
17,333
Q1 2025 Reduced 15.72%
$220B
$57.1 Million 1.94% of portfolio
578,369
Q1 2025 Reduced 1.8%
$406B
$4.58 Million 0.16% of portfolio
42,280
Q1 2025 Reduced 1.53%
$217B
$3.38 Million 0.12% of portfolio
5,507
Q1 2025 Reduced 1.13%
$1.08T
$3.17 Million 0.11% of portfolio
20,296
Q1 2025 Reduced 1.04%
$3.39T
$2.92 Million 0.1% of portfolio
13,132
Q1 2025 Reduced 24.07%
$271B
$2.75 Million 0.09% of portfolio
10,233
Q1 2025 Reduced 1.24%
$539B
$2.66 Million 0.09% of portfolio
4,845
Q1 2025 Reduced 1.42%
$1.62T
$1.95 Million 0.07% of portfolio
3,382
Q1 2025 New
$1.07T
$1.95 Million 0.07% of portfolio
12,629
Q1 2025 Reduced 1.76%
$748B
$1.88 Million 0.06% of portfolio
2,271
Q1 2025 Added 1.38%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $2.94 Billion
  • Prior Value $2.96 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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