SCHARF INVESTMENTS, LLC
CIK: 0001463746SEC EDGAR →
Portfolio Value
$3.7B
Holdings
72
As of
Q4 2025
New Positions
16
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ADVISORS SER TR | 4,701,050 | $258.6M | 6.95% |
| 2 | MCKESSON CORP | 265,731 | $218.0M | 5.86% |
| 3 | MICROSOFT CORP | 378,096 | $182.9M | 4.91% |
| 4 | BROOKFIELD CORP | 3,515,805 | $161.4M | 4.33% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 308,528 | $155.1M | 4.17% |
| 6 | UNION PAC CORP | 655,996 | $151.7M | 4.08% |
| 7 | MARKEL GROUP INC | 69,203 | $148.8M | 4.00% |
| 8 | FRANCO NEV CORP | 692,209 | $143.5M | 3.85% |
| 9 | VISA INC | 403,573 | $141.5M | 3.80% |
| 10 | BOOKING HOLDINGS INC | 25,849 | $138.5M | 3.72% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $964.2M | 25.9% |
| Unknown | 6 | $658.6M | 17.7% |
| Healthcare | 12 | $629.6M | 16.9% |
| Industrials | 9 | $381.7M | 10.3% |
| Technology | 11 | $380.8M | 10.2% |
| Communication Services | 5 | $202.8M | 5.4% |
| Basic Materials | 3 | $145.3M | 3.9% |
| Consumer Cyclical | 3 | $139.2M | 3.7% |
| Energy | 3 | $129.9M | 3.5% |
| Consumer Defensive | 1 | $90.2M | 2.4% |
| Real Estate | 1 | $123K | 0.0% |