Scharf Investments, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Scharf Investments, LLC has recently released its 13F holdings for Q2 2023 and Q3 2023, showcasing some interesting changes in its portfolio. In this blog post, we will analyze the changes in holdings and provide insights into the potential implications for investors.

During Q2 2023, Scharf Investments, LLC held 764,849 shares of BERKSHIRE HATHAWAY INC DEL (BRK-B), with a value of $260,813,000. However, in Q3 2023, the number of shares decreased to 676,780, resulting in a value of $237,076,000. This represents a decrease of 9.1% in the number of shares held by the company.

Another significant change in holdings is in MCKESSON CORP (MCK). In Q2 2023, Scharf Investments, LLC held 674,895 shares, valued at $288,389,000. However, in Q3 2023, the number of shares decreased to 538,702, resulting in a value of $234,255,000. This represents a decrease of 18.8% in the number of shares held by the company.

On the other hand, Scharf Investments, LLC increased its holdings in COMCAST CORP NEW (CMCSA). In Q2 2023, the company held 4,359,438 shares, with a value of $181,134,000. In Q3 2023, the number of shares increased to 5,271,638, resulting in a value of $233,744,000. This represents a significant increase of 29% in the number of shares held by the company.

MICROSOFT CORP (MSFT) is another stock that witnessed a decrease in holdings by Scharf Investments, LLC. In Q2 2023, the company held 650,215 shares, with a value of $221,424,000. However, in Q3 2023, the number of shares decreased to 586,451, resulting in a value of $185,172,000. This represents a decrease of 16.4% in the number of shares held by the company.

These are just a few examples of the changes in holdings by Scharf Investments, LLC. The complete list provides valuable insights into the investment strategy of the firm and can help investors make informed decisions.

It is important to note that the 13F filings provide a snapshot of a fund's holdings at a particular time and are required to be filed by institutional investment managers with at least $100 million in assets. These filings are made quarterly and can be a valuable source of information for investors looking to understand the investment positions of prominent institutional players.

In conclusion, Scharf Investments, LLC has made notable changes in its holdings between Q2 2023 and Q3 2023. Understanding these changes can provide valuable insights for investors looking to align their investment strategies with the actions of institutional players. It is always important to conduct thorough research and analysis before making any investment decisions based on this information.

Please note: The information provided in this blog post is based on publicly available data and should not be considered financial advice. Investors are advised to consult with a professional financial advisor before making any investment decisions.