Scharf Investments, LLC Reduced Holdings in Q4 2024

Scharf Investments, LLC

  • $2.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
-2.31M
- 99.61%
$51.76 - $64.71 $120M - $150M
8.95K $478K
CMCSA
Comcast Corp

Communication Services
-1.76M
- 37.09%
$37.39 - $45.14 $65.9M - $79.6M
2.99M $112M
CVS
Cvs Health Corp

Healthcare
-882K
- 46.3%
$43.78 - $67.46 $38.6M - $59.5M
1.02M $45.9M
CNC
Centene Corp

Healthcare
-148K
- 6.92%
$56.71 - $73.94 $8.4M - $11M
1.99M $121M
NVS
Novartis Ag

Healthcare
-74.5K
- 5.83%
$96.78 - $117.18 $7.21M - $8.73M
1.2M $117M
LMT
Lockheed Martin Corp

Industrials
-11.1K
- 5.29%
$479.66 - $614.62 $5.3M - $6.8M
198K $96.1M
SNN
Smith & Nephew PLC

Healthcare
-269K
- 9.27%
$24.29 - $30.81 $6.53M - $8.29M
2.63M $64.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-208K
- 45.44%
$91.29 - $91.8 $19M - $19.1M
250K $22.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28.3K
- 5.92%
$442.29 - $483.08 $12.5M - $13.7M
449K $204M
UNP
Union Pacific Corp

Industrials
-22.5K
- 4.02%
$223.15 - $249.32 $5.02M - $5.61M
537K $122M
MLKN
Millerknoll, Inc.

Consumer Cyclical
-534K
- 38.61%
$22.03 - $25.89 $11.8M - $13.8M
849K $19.2M
MSFT
Microsoft Corp

Technology
-26K
- 5.77%
$406.35 - $454.46 $10.6M - $11.8M
425K $179M
APD
Air Products & Chemicals, Inc.

Basic Materials
-29.7K
- 5.43%
$285.5 - $335.62 $8.49M - $9.98M
518K $150M
FISV
Fiserv Inc

Technology
-85.1K
- 6.4%
N/A
1.24M $156M
UHAL
Amerco

Industrials
-68.6K
- 9.74%
$67.46 - $78.4 $4.63M - $5.38M
635K $43.9M
GNTX
Gentex Corp

Consumer Cyclical
-68.3K
- 3.6%
$28.6 - $31.34 $1.95M - $2.14M
1.83M $52.6M
AON
Aon PLC

Financial Services
-14.4K
- 5.75%
$344.14 - $393.31 $4.96M - $5.67M
236K $84.9M
ADBE
Adobe Inc.

Technology
-217
- 4.59%
$437.39 - $552.96 $94.9K - $120K
4.51K $2M
VVV
Valvoline Inc

Energy
-3.98K
- 8.49%
$36.18 - $43.41 $144K - $173K
42.9K $1.55M
Canadian Pacific Kansas City
-1.97K
- 20.39%
N/A
7.68K $0
UHALB
Amerco Com Ser N
-36.6K
- 3.55%
N/A
997K $0
Brookfield Corp
-254K
- 5.81%
N/A
4.11M $0
CME
Cme Group Inc.

Financial Services
-16.3K
- 3.49%
$221.17 - $246.02 $3.6M - $4.01M
451K $105M
DIS
Walt Disney CO

Communication Services
-38.8K
- 6.18%
$92.39 - $117.6 $3.58M - $4.56M
589K $65.6M
MCK
Mckesson Corp

Healthcare
-49.1K
- 11.19%
$482.27 - $628.5 $23.7M - $30.9M
390K $222M
MKL
Markel Corp

Financial Services
-5.56K
- 5.52%
$1542.01 - $1785.11 $8.58M - $9.93M
95.3K $164M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.12K
- 5.16%
$4100.99 - $5300.34 $4.59M - $5.93M
20.6K $102M
V
Visa Inc.

Financial Services
-35K
- 6.43%
$273.87 - $320.91 $9.59M - $11.2M
510K $161M
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Scharf Investments, LLC Portfolio

Follow Scharf Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Scharf Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scharf Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email