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Jason Marcus

@Scharf Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$3.372BTotal holdings69
Assets growth rate-7.14%Assets growth rate (2-Q avg)-1.76%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Scharf Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Scharf Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.372B in assets, with a quarterly growth rate of -7.14% and a 2-quarter average growth rate of -1.76%. The portfolio is managed by Jason Marcus, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FI
Fiserv Inc
Recent Activity
Decreased -6.4%
7.59%
$255.727M
1.245M shares@ $205.42 avg price
BN
Brookfield Corp
Recent Activity
Decreased -5.81%
7.01%
$236.4M
4.115M shares@ $57.46 avg price
MCK
Mckesson Corp
Recent Activity
Decreased -11.18%
6.59%
$222.166M
389,825 shares@ $569.92 avg price
BRK.B
Berkshire Hathaway Inc Del
Recent Activity
Decreased -5.92%
6.04%
$203.533M
449,023 shares@ $453.29 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.77%
5.32%
$179.094M
424,895 shares@ $421.51 avg price
MKL
Markel Group Inc
Recent Activity
Decreased -5.51%
4.88%
$164.45M
95,265 shares@ $1726.24 avg price
V
Visa Inc
Recent Activity
Decreased -6.42%
4.78%
$161.061M
509,623 shares@ $316.05 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -6.97%
4.52%
$152.128M
912,917 shares@ $166.64 avg price
APD
Air Prods & Chems Inc
Recent Activity
Decreased -5.42%
4.46%
$150.284M
518,150 shares@ $290.04 avg price
UNP
Union Pac Corp
Recent Activity
Decreased -4.02%
3.64%
$122.483M
537,113 shares@ $228.04 avg price

1-10 of 69