Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

SCHARF INVESTMENTS, LLC

•CIK: 1463746•Filing: Q4 2025

Scharf Investments, LLC, managed by the seasoned investor and former hedge fund manager Michael Scharf, currently oversees $3.7 billion in assets with a focus on concentrated, high-conviction bets, as evidenced by its top holdings in KAT, MCK, and MSFT. Recently, the fund has made notable shifts by adding significant positions in META and UNH, while drastically cutting FISV and IFF, reflecting a strategic pivot towards technology and healthcare sectors.

Total AUM

$3.7B

QoQ Performance

-6.4%

Positions

66

Top 10 Concentration

45.7%

Latest Filing

Q4 2025

Top Holdings Allocation

KAT

MCK

KAT6.9%

MCK5.9%

MSFT4.9%

BN4.3%

BRK/B4.2%

UNP4.1%

MKL4.0%

FNV3.9%

📈 Biggest Buys

META PLATFORMS INC

+4086.7%

2.7% of portfolio

MARSH & MCLENNAN COS INC

NEW

1.8% of portfolio

BOOKING HOLDINGS INC

+76.0%

3.7% of portfolio

UNITEDHEALTH GROUP INC

+399.2%

1.6% of portfolio

ZOETIS INC

+65.7%

2.8% of portfolio

📉 Biggest Sells

FISERV INC

-98.8%

0.0% of portfolio

COMCAST CORP NEW

-96.5%

0.1% of portfolio

MCKESSON CORP

-18.2%

5.9% of portfolio

DONALDSON INC

-64.6%

0.7% of portfolio

NOVARTIS AG

-20.5%

3.6% of portfolio

Sector Breakdown

Other48.9%

Financial17.0%

Technology13.1%

Industrial6.1%

Healthcare4.0%

Consumer3.7%

Energy3.3%

Communication2.5%

🚪 Exited Positionssold since Q3 2025

ASTRAZENECA PLC

SOLD

$7.1M

SONY GROUP CORP

SOLD

$5.2M

BANCO MACRO SA

SOLD

$844.3K

GRUPO FINANCIERO GALICIA S.A

SOLD

$763.0K

SPDR DOW JONES INDL AVERAGE

SOLD

$507.8K

+1 more exited positions

Changes from Q3 2025

NEW9 new positions

↑15 increased

↓42 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

ADVISORS SER TR

BROOKFIELD CORP

BERKSHIRE HATHAWAY INC DEL

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