Scharf Investments, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Scharf Investments, LLC is a well-known investment firm that manages a diverse portfolio of stocks and securities. Every quarter, investment firms like Scharf Investments, LLC are required to file a form called 13F with the Securities and Exchange Commission (SEC). This filing provides valuable information about the firm's holdings and any changes made to their portfolio.

In this article, we will examine Scharf Investments, LLC's 13F holdings for the third quarter of 2023 (Q3 2023) compared to the fourth quarter of 2023 (Q4 2023). We will analyze the changes in the number of shares held as well as the value of the holdings.

MCKESSON CORP (MCK):

- In Q3 2023, Scharf Investments, LLC held 538,702 shares of MCK, which had a value of $234,255,000.

- In Q4 2023, their holdings decreased to 524,916 shares, with a value of $243,025,000.

- This represents a 3.7% change in the number of shares held.

COMCAST CORP NEW (CMCSA):

- In Q3 2023, Scharf Investments, LLC held 5,271,638 shares of CMCSA, which had a value of $233,744,000.

- In Q4 2023, their holdings increased to 5,327,241 shares, with a value of $233,599,000.

- This represents a -0.1% change in the number of shares held.

BERKSHIRE HATHAWAY INC DEL (BRK-B):

- In Q3 2023, Scharf Investments, LLC held 676,780 shares of BRK-B, which had a value of $237,076,000.

- In Q4 2023, their holdings decreased to 620,096 shares, with a value of $221,163,000.

- This represents a -6.7% change in the number of shares held.

BROOKFIELD CORP (BN.TO):

- In Q3 2023, Scharf Investments, LLC held 5,091,761 shares of BN.TO, which had a value of $159,225,000.

- In Q4 2023, their holdings increased to 5,107,826 shares, with a value of $204,939,000.

- This represents a 28.7% change in the number of shares held.

MICROSOFT CORP (MSFT):

- In Q3 2023, Scharf Investments, LLC held 586,451 shares of MSFT, which had a value of $185,172,000.

- In Q4 2023, their holdings decreased to 518,538 shares, with a value of $194,991,000.

- This represents a 5.3% change in the number of shares held.

FISERV INC (FISV):

- In Q3 2023, Scharf Investments, LLC held 1,312,074 shares of FISV, which had a value of $148,211,000.

- In Q4 2023, their holdings decreased to 1,105,950 shares, with a value of $194,736,000.

- This represents a 31.4% change in the number of shares held.

MARKEL GROUP INC (MKL):

- In Q3 2023, Scharf Investments, LLC held 121,987 shares of MKL, which had a value of $179,625,000.

- In Q4 2023, their holdings increased to 126,920 shares, with a value of $180,214,000.

- This represents a 0.3% change in the number of shares held.

CENTENE CORP DEL (CNC):

- In Q3 2023, Scharf Investments, LLC held 2,355,962 shares of CNC, which had a value of $162,278,000.

- In Q4 2023, their holdings increased to 2,385,089 shares, with a value of $176,997,000.

- This represents a 9.1% change in the number of shares held.

CVS HEALTH CORP (CVS):

- In Q3 2023, Scharf Investments, LLC held 2,211,506 shares of CVS, which had a value of $154,407,000.

- In Q4 2023, their holdings decreased to 2,189,552 shares, with a value of $172,887,000.

- This represents a 12% change in the number of shares held.

These are just a few examples of the changes in Scharf Investments, LLC's holdings. The data provided in the 13F filing gives investors valuable insights into the investment decisions made by professional firms like Scharf Investments, LLC.

Please note that this article is for informational purposes only and should not be considered financial advice. Always do your own research and consult with a qualified financial advisor before making any investment decisions.