HoldingsChannel.com
Scharf Investments LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 1,226,515 -80,580 $193,434
     MSFT1,226,515-80,580$193,434
BERKSHIRE HATHAWAY INC DEL      $126,504
     BRK.B691,924+9,913$126,504
MCKESSON CORP 894,652 -1,102 $121,011
     MCK894,652-1,102$121,011
COMCAST CORP NEW 3,343,708 +218,195 $114,957
     CMCSA3,343,708+218,195$114,957
ORACLE CORP 2,282,441 -132,013 $110,310
     ORCL2,282,441-132,013$110,310
NOVARTIS A G 1,330,175 +188,354 $109,673
     NVS1,330,175+188,354$109,673
JOHNSON & JOHNSON 815,114 -33,830 $106,886
     JNJ815,114-33,830$106,886
CVS HEALTH CORP 1,742,246 -20,369 $103,368
     CVS1,742,246-20,369$103,368
VERIZON COMMUNICATIONS INC 1,805,704 +1,805,704 $97,021
     VZ1,805,704+1,805,704$97,021
KANSAS CITY SOUTHERN 750,138 -246,266 $95,402
     KSU750,138-246,266$95,402
UNILEVER N V 1,841,421 +1,841,421 $89,843
     UN1,841,421+1,841,421$89,843
ADVANCE AUTO PARTS INC 801,238 +138,625 $74,771
     AAP801,238+138,625$74,771
PROGRESSIVE CORP OHIO 999,797 +999,797 $73,825
     PGR999,797+999,797$73,825
COGNIZANT TECHNOLOGY SOLUTIO 1,529,255 -441,138 $71,065
     CTSH1,529,255-441,138$71,065
BOOKING HLDGS INC 52,197 -20,101 $70,222
     BKNG52,197-20,101$70,222
LIBERTY BROADBAND CORP 632,363 -38,603 $70,015
     LBRDK632,363-38,603$70,015
QUEST DIAGNOSTICS INC 711,964 +711,964 $57,171
     DGX711,964+711,964$57,171
ALPHABET INC 45,161 -14,983 $52,513
     GOOG45,161-14,983$52,513
BAIDU INC 517,707 +246,005 $52,180
     BIDU517,707+246,005$52,180
ALEXION PHARMACEUTICALS INC 569,345 +569,345 $51,122
     ALXN569,345+569,345$51,122
WELLS FARGO CO NEW 1,701,554 -292,946 $48,835
     WFC1,701,554-292,946$48,835
SPDR SER TR (BIL) 431,379 -29,167 $39,527
     BIL431,379-29,167$39,527
WATSCO INC 134,921 -58,347 $21,322
     WSO134,921-58,347$21,322
SPDR S&P 500 ETF TR (SPY) 79,262 +48,642 $20,429
     SPY79,262+48,642$20,429
ALLERGAN PLC 77,196 -622,118 $13,672
     AGN77,196-622,118$13,672
SPDR GOLD TRUST (GLD) 35,337 +9,150 $5,232
     GLD35,337+9,150$5,232
ISHARES TR (IWB) 17,896 +17,896 $2,533
     IWB17,896+17,896$2,533
APPLE INC 4,623 +76 $1,175
     AAPL4,623+76$1,175
VANGUARD INDEX FDS (VV) 6,486 +6,486 $768
     VV6,486+6,486$768
GRUPO TELEVISA SA 123,525 +56,176 $716
     TV123,525+56,176$716
AON PLC 4,324 -671,773 $714
     AON4,324-671,773$714
SONY CORP 10,778 -820 $638
     SNE10,778-820$638
HERSHEY CO 4,088 -1,101 $541
     HSY4,088-1,101$541
STARBUCKS CORP 6,093 -1,685 $400
     SBUX6,093-1,685$400
DOLLAR TREE INC 5,314 -2,062 $390
     DLTR5,314-2,062$390
CERNER CORP 5,168 -753,313 $325
     CERN5,168-753,313$325
ALPHABET INC 261 -25 $303
     GOOGL261-25$303
MOTOROLA SOLUTIONS INC 2,026 -315,713 $270
     MSI2,026-315,713$270
SHERWIN WILLIAMS CO 582 -114,921 $268
     SHW582-114,921$268
CDK GLOBAL INC 7,991 UNCH $263
     CDK7,991UNCH$263

See Full List: All Stocks Held By Scharf Investments LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Scharf Investments LLC

Size ($ in 1000's)
At 03/31/2020: $1,999,852
At 12/31/2019: $2,556,035

Scharf Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Scharf Investments LLC 13F filings. Link to 13F filings: SEC filings

Scharf Investments LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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