Scharf Investments, LLC Top Holdings and 13F Report (2024) → The “Next Bitcoin”? 10 CENT Crypto Set to Explode (From True Market Insiders) (Ad) About Scharf Investments, LLCInvestment ActivityScharf Investments, LLC has $3.69 billion in total holdings as of March 31, 2024.Scharf Investments, LLC owns shares of 61 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.44% of the portfolio was purchased this quarter.About 9.45% of the portfolio was sold this quarter.This quarter, Scharf Investments, LLC has purchased 60 new stocks and bought additional shares in 25 stocks.Scharf Investments, LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings McKesson $273,181,238Berkshire Hathaway $241,472,510Fiserv $226,923,396Comcast $224,592,295Microsoft $211,192,768 Largest New Holdings this Quarter Air Products and Chemicals $87,173,267 HoldingEaton $889,887 HoldingSPDR Dow Jones Industrial Average ETF Trust $435,547 HoldingGentex $227,953 HoldingCarGurus $202,619 Holding Largest Purchases this Quarter Air Products and Chemicals 359,819 shares (about $87.17M)Fiserv 313,919 shares (about $50.17M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 315,296 shares (about $28.94M)Match Group 604,282 shares (about $21.92M)Realty Income 122,613 shares (about $6.63M) Largest Sales this Quarter Canadian Pacific Kansas City 1,084,771 shares (about $95.64M)MillerKnoll 2,204,187 shares (about $54.58M)Valvoline 1,178,126 shares (about $52.51M)Booking 9,063 shares (about $32.88M)Berkshire Hathaway 45,872 shares (about $19.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScharf Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMCKMcKesson$273,181,238$8,620,209 ▼-3.1%508,8597.4%MedicalBRK.BBerkshire Hathaway$241,472,510$19,290,080 ▼-7.4%574,2246.5%FinanceFIFiserv$226,923,396$50,170,520 ▲28.4%1,419,8696.1%Business ServicesCMCSAComcast$224,592,295$6,343,623 ▼-2.7%5,180,9066.1%Consumer DiscretionaryMSFTMicrosoft$211,192,768$6,967,142 ▼-3.2%501,9785.7%Computer and TechnologyBNBrookfield$206,025,019$7,841,176 ▼-3.7%4,920,5535.6%FinanceMKLMarkel Group$187,140,061$5,965,708 ▼-3.1%122,9995.1%Multi-Sector ConglomeratesCNCCentene$180,820,142$6,361,668 ▼-3.4%2,304,0284.9%MedicalORCLOracle$177,489,984$5,132,300 ▼-2.8%1,413,0244.8%Computer and TechnologyVVisa$171,382,263$6,317,547 ▼-3.6%614,0964.6%Business ServicesCVSCVS Health$168,660,634$5,978,094 ▼-3.4%2,114,6014.6%Retail/WholesaleORealty Income$147,416,718$6,633,364 ▲4.7%2,724,8934.0%FinanceUNPUnion Pacific$144,003,429$5,156,172 ▼-3.5%585,5463.9%TransportationNVSNovartis$132,022,242$5,694,104 ▼-4.1%1,364,8543.6%MedicalULUnilever$127,626,774$2,182,914 ▼-1.7%2,542,8723.5%Consumer StaplesDISWalt Disney$124,973,463$4,422,334 ▼-3.4%1,021,3593.4%Consumer DiscretionaryLMTLockheed Martin$88,036,496$105,529 ▼-0.1%193,5432.4%AerospaceAPDAir Products and Chemicals$87,173,267$87,173,267 ▲New Holding359,8192.4%Basic MaterialsBKNGBooking$85,078,059$32,879,726 ▼-27.9%23,4512.3%Retail/WholesaleSNNSmith & Nephew$75,985,254$403,985 ▲0.5%2,996,2642.1%MedicalU HAUL HOLDING COMPANY$71,773,085$4,248,049 ▼-5.6%1,076,3811.9%COM SER NVVVValvoline$65,844,905$52,509,072 ▼-44.4%1,477,3371.8%Basic MaterialsMLKNMillerKnoll$64,521,161$54,575,685 ▼-45.8%2,605,8621.7%Consumer DiscretionaryMTCHMatch Group$53,258,875$21,923,343 ▲70.0%1,467,9961.4%Retail/WholesaleUHALU-Haul$45,171,955$772,995 ▲1.7%668,8181.2%TransportationBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$31,550,332$28,944,134 ▲1,110.6%343,6860.9%ETFSPYSPDR S&P 500 ETF Trust$24,714,665$8,013,998 ▼-24.5%47,2490.7%FinanceCPCanadian Pacific Kansas City$8,305,811$95,644,497 ▼-92.0%94,2020.2%TransportationNVDANVIDIA$3,595,877$339,711 ▲10.4%3,9800.1%Computer and TechnologyPORPortland General Electric$3,326,904$383,838 ▲13.0%79,2120.1%UtilitiesBIDUBaidu$3,257,505$1,479,622 ▼-31.2%30,9410.1%Computer and TechnologyINTUIntuit$3,194,931$182,010 ▲6.0%4,9150.1%Computer and TechnologyAAPLApple$2,811,692$381,706 ▼-12.0%16,3970.1%Computer and TechnologyGOOGAlphabet$2,781,181$121,808 ▲4.6%18,2660.1%Computer and TechnologyACNAccenture$2,602,694$125,819 ▲5.1%7,5090.1%Business ServicesSYKStryker$2,496,773$197,566 ▲8.6%6,9760.1%MedicalGWWW.W. Grainger$2,364,324$169,898 ▲7.7%2,3240.1%Industrial ProductsADBEAdobe$2,240,929$94,360 ▲4.4%4,4410.1%Computer and TechnologyMAMastercard$2,064,133$98,246 ▲5.0%4,2860.1%Business ServicesCRMSalesforce$1,881,773$774,033 ▲69.9%6,2480.1%Computer and TechnologyUNHUnitedHealth Group$1,844,386$110,821 ▲6.4%3,7280.0%MedicalGOOGLAlphabet$1,723,168$84,974 ▲5.2%11,4170.0%Computer and TechnologySONYSony Group$1,571,014$58,303 ▲3.9%18,3230.0%Consumer DiscretionaryADPAutomatic Data Processing$1,482,819$65,687 ▲4.6%5,9370.0%Business ServicesMRKMerck & Co., Inc.$1,274,139$85,110 ▲7.2%9,6560.0%MedicalBRK.ABerkshire Hathaway$1,268,8800.0%20.0%FinanceNKENIKE$902,598$175,369 ▲24.1%9,6040.0%Consumer DiscretionaryETNEaton$889,887$889,887 ▲New Holding2,8460.0%Industrial ProductsPGRProgressive$718,679$14,063 ▼-1.9%3,4750.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$435,547$435,547 ▲New Holding1,0950.0%FinanceIWBiShares Russell 1000 ETF$389,019$364,831 ▼-48.4%1,3510.0%ETFKVUEKenvue$265,104$128,635 ▼-32.7%12,3530.0%Consumer StaplesIDHQInvesco S&P International Developed Quality ETF$244,6210.0%9,8360.0%ETFDGXQuest Diagnostics$234,0070.0%1,7580.0%MedicalGNTXGentex$227,953$227,953 ▲New Holding6,3110.0%Auto/Tires/TrucksCARGCarGurus$202,619$202,619 ▲New Holding8,7790.0%Auto/Tires/TrucksMMIMarcus & Millichap$201,774$31,881 ▲18.8%5,9050.0%FinancePDMPiedmont Office Realty Trust$110,076$17,399 ▲18.8%15,6580.0%Real EstateQNCXQuince Therapeutics$96,5250.0%91,0610.0%MedicalBDNBrandywine Realty Trust$81,782$12,960 ▲18.8%17,0380.0%Real EstateLILMLilium$10,851$10,851 ▲New Holding11,3030.0%Computer and TechnologyVNQVanguard Real Estate ETF$0$917,707 ▼-100.0%00.0%ETFTSCOTractor Supply$0$876,824 ▼-100.0%00.0%Retail/WholesaleJNJJohnson & Johnson$0$368,616 ▼-100.0%00.0%MedicalVVVanguard Large-Cap ETF$0$92,076 ▼-100.0%00.0%ETFSTZConstellation Brands$0$30,151 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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