Scharf Investments, LLC Portfolio Holdings
Scharf Investments, LLC
- $3.25 Billion
- Q3 2024
Scharf Investments, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.25 Billion distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $220M, Mckesson Corp with a value of $217M, Comcast Corp with a value of $199M, Microsoft Corp with a value of $194M, and Oracle Corp with a value of $167M.
Examining the 13F form we can see an increase of $42.7M in the current position value, from $3.21B to 3.25B.
Below you can find more details about Scharf Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.25 Billion
Healthcare: $742 Million
Financial Services: $722 Million
Technology: $550 Million
Industrials: $319 Million
Communication Services: $266 Million
Consumer Cyclical: $182 Million
Basic Materials: $163 Million
Real Estate: $148 Million
Other: $158 Million