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