HoldingsChannel.com
Scharf Investments LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 1,350,530 -62,430 $187,764
     MSFT1,350,530-62,430$187,764
BERKSHIRE HATHAWAY INC DEL      $138,526
     BRK.B665,928-25,275$138,526
KANSAS CITY SOUTHERN 1,033,082 -49,496 $137,410
     KSU1,033,082-49,496$137,410
AON PLC 702,203 -68,204 $135,925
     AON702,203-68,204$135,925
COMCAST CORP NEW 2,916,971 -133,893 $131,497
     CMCSA2,916,971-133,893$131,497
BOOKING HLDGS INC 65,012 -2,746 $127,593
     BKNG65,012-2,746$127,593
ALLERGAN PLC 706,306 -1,417 $118,865
     AGN706,306-1,417$118,865
ORACLE CORP 2,064,191 -91,485 $113,592
     ORCL2,064,191-91,485$113,592
COGNIZANT TECHNOLOGY SOLUTIO 1,881,665 +166,290 $113,398
     CTSH1,881,665+166,290$113,398
MCKESSON CORP 820,261 +249,195 $112,096
     MCK820,261+249,195$112,096
ADVANCE AUTO PARTS INC 672,620 -32,500 $111,251
     AAP672,620-32,500$111,251
JOHNSON & JOHNSON 845,969 +425,406 $109,451
     JNJ845,969+425,406$109,451
CVS HEALTH CORP 1,700,018 -76,160 $107,220
     CVS1,700,018-76,160$107,220
NOVARTIS A G 1,177,939 -100,618 $102,363
     NVS1,177,939-100,618$102,363
SPDR SERIES TRUST (BIL) 1,081,428 +29,627 $99,048
     BIL1,081,428+29,627$99,048
DOLLAR TREE INC 733,028 -389,938 $83,683
     DLTR733,028-389,938$83,683
ALPHABET INC 61,238 -2,570 $74,649
     GOOG61,238-2,570$74,649
SHERWIN WILLIAMS CO 133,372 -8,550 $73,337
     SHW133,372-8,550$73,337
LIBERTY BROADBAND CORP 694,436 -27,594 $72,687
     LBRDK694,436-27,594$72,687
AT&T INC 1,547,672 +1,547,672 $58,564
     T1,547,672+1,547,672$58,564
MOTOROLA SOLUTIONS INC 325,456 -93,965 $55,461
     MSI325,456-93,965$55,461
CERNER CORP 780,676 -43,111 $53,218
     CERN780,676-43,111$53,218
WELLS FARGO CO NEW 1,045,714 -12,088 $52,746
     WFC1,045,714-12,088$52,746
WATSCO INC 207,012 -11,814 $35,022
     WSO207,012-11,814$35,022
BAIDU INC 294,379 -7,219 $30,251
     BIDU294,379-7,219$30,251
SPDR S&P 500 ETF TR (SPY) 13,425 -22,940 $3,984
     SPY13,425-22,940$3,984
SPDR GOLD TRUST (GLD) 25,848 -774 $3,590
     GLD25,848-774$3,590
APPLE INC 4,798 -606 $1,074
     AAPL4,798-606$1,074
HERSHEY CO 5,513 -716,560 $855
     HSY5,513-716,560$855
SONY CORP 12,272 -45 $726
     SNE12,272-45$726
STARBUCKS CORP 8,076 -754,782 $714
     SBUX8,076-754,782$714
CDK GLOBAL INC 7,991 -21 $384
     CDK7,991-21$384
GENTEX CORP 13,042 -6,823 $359
     GNTX13,042-6,823$359
GRUPO TELEVISA SA 34,174 +34,174 $334
     TV34,174+34,174$334
ALPHABET INC 263 +51 $321
     GOOGL263+51$321
WALGREENS BOOTS ALLIANCE INC 5,484 UNCH $304
     WBA5,484UNCH$304
VISA INC 1,369 +1,369 $235
     V1,369+1,369$235

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 09/30/2019: $2,448,704
At 06/30/2019: $2,537,163

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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