SCHARF INVESTMENTS, LLC
RIA/Wealth
SCHARF INVESTMENTS, LLC is a RIA/Wealth based in Los Gatos, CA led by Brian Alan Krawez, reporting $4.2B in AUM as of Q3 2025 with MCK as the largest holding (7% allocation).
PresidentBrian Alan Krawez
- Portfolio Value
- $3.6B
- Positions
- 67
- Top Holding
- MCK at 6.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SCHARF INVESTMENTS, LLC's portfolio (49.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Distribution Healthcare | $250.9M | 6.98% | -$18.3M Sold | 0.26% 324.7K shares | |
Software - Infrastructure Technology | $221.0M | 6.15% | -$9.5M Sold | 0.01% 426.6K shares | |
Software - Infrastructure Technology | $181.3M | 5.05% | -$67.1M Sold | 0.02% 644.6K shares | |
Asset Management Financial Services | $180.3M | 5.02% | -$13.3M Sold | 0.18% 2.6M shares | |
Insurance - Diversified Financial Services | $177.4M | 4.94% | -$42.1M Sold | 0.02% 352.9K shares | |
Oil & Gas Exploration & Production Energy | $162.5M | 4.52% | -$1.9M Sold | 0.35% 3.4M shares | |
Railroads Industrials | $157.9M | 4.40% | +$80.0M Bought | 0.11% 668.1K shares | |
Unknown Unknown | $155.3M | 4.32% | -$6.6M Sold | — 1.2M shares | |
Financial - Credit Services Financial Services | $151.5M | 4.22% | -$10.6M Sold | 0.02% 443.9K shares | |
Unknown Unknown | $145.8M | 4.06% | +$145.8M Bought | — 1.1M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SCHARF INVESTMENTS, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SCHARF INVESTMENTS, LLC
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