Long-term investor

Scharf Investments, LLC @scharfinvestmentsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001463746).

Record

  • Tracked since 2025-06-30 (450 days), 103 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -3.8% · 1 year n/a · all -7.7%
  • Max drawdown n/a · win rate 50% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 00770X220 · 7.9% · long · since 2025-09-30
  • OXY · 5.1% · long · since 2025-06-30
  • 907818108 · 4.9% · long · since 2025-06-30
  • 00770X212 · 4.3% · long · since 2025-09-30
  • MKL · 3.9% · long · since 2025-06-30
  • MSFT · 3.9% · long · since 2025-06-30
  • AMZN · 3.8% · long · since 2026-03-31
  • V · 3.8% · long · since 2025-06-30
  • MCK · 3.8% · long · since 2025-06-30
  • 11271J107 · 3.6% · long · since 2025-06-30
  • CNC · 3.5% · long · since 2025-06-30
  • A · 3.3% · long · since 2025-09-30

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