Scharf Investments, LLC Portfolio Holdings

Scharf Investments, LLC

  • $3.36 Billion
  • Q3 2025

Scharf Investments, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.36 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 $251M, Microsoft Corp with a value of $221M, Oracle Corp with a value of $181M, Berkshire Hathaway Inc Class B with a value of $177M, and Occidental Petroleum Corp with a value of $163M.

Examining the 13F form we can see an increase of $122M in the current position value, from $3.24B to 3.36B.

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

Portfolio value $3.36 Billion
Healthcare: $814 Million
Financial Services: $756 Million
Technology: $650 Million
Industrials: $422 Million
Communication Services: $186 Million
Basic Materials: $166 Million
Energy: $163 Million
Consumer Defensive: $99.9 Million
Other: $104 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$221 Million 6.57% of portfolio
426,605
Q3 2025 Reduced 4.12%
$593B
$181 Million 5.39% of portfolio
644,647
Q3 2025 Reduced 27.02%
$662B
$177 Million 5.28% of portfolio
352,896
Q3 2025 Reduced 19.19%
$283B
$155 Million 4.62% of portfolio
1,210,948
Q3 2025 Reduced 4.08%
$533B
$152 Million 4.51% of portfolio
443,873
Q3 2025 Reduced 6.52%
$222B
$72.9 Million 2.17% of portfolio
150,346
Q3 2025 New
$300B
$12.4 Million 0.37% of portfolio
35,850
Q3 2025 Added 21.67%
$277B
$7.09 Million 0.21% of portfolio
92,464
Q3 2025 New
$465B
$7.05 Million 0.21% of portfolio
37,773
Q3 2025 Reduced 17.27%
$1.74T
$5.24 Million 0.16% of portfolio
21,527
Q3 2025 Reduced 1.27%
$1.65T
$3.29 Million 0.1% of portfolio
13,522
Q3 2025 Reduced 1.39%
$4.3T
$3.42 Million 0.1% of portfolio
13,414
Q3 2025 Reduced 1.86%
$512B
$2.97 Million 0.09% of portfolio
5,218
Q3 2025 Reduced 1.04%
$1.37T
$2.68 Million 0.08% of portfolio
3,653
Q3 2025 Reduced 0.49%
$237B
$2.57 Million 0.08% of portfolio
10,832
Q3 2025 Reduced 2.55%
$971B
$1.86 Million 0.06% of portfolio
2,444
Q3 2025 Reduced 1.49%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $3.36 Billion
  • Prior Value $3.24 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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