Scharf Investments, LLC Portfolio Holdings
Scharf Investments, LLC
- $3.09 Billion
- Q4 2025
Scharf Investments, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.09 Billion distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $224M, Microsoft Corp with a value of $192M, Berkshire Hathaway Inc Class B with a value of $157M, Union Pacific Corp with a value of $145M, and Markel Corp with a value of $143M.
Examining the 13F form we can see an decrease of $271M in the current position value, from $3.36B to 3.09B.
Below you can find more details about Scharf Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.09 Billion
Healthcare: $819 Million
Financial Services: $775 Million
Technology: $398 Million
Industrials: $378 Million
Communication Services: $188 Million
Basic Materials: $138 Million
Energy: $126 Million
Consumer Cyclical: $124 Million
Other: $144 Million