scharf investments, llc
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Contact Information
scharf investments, llc
5619 SCOTTS VALLEY DRIVE
SCOTTS VALLEY CA 95066
Business Phone: 831-429-6513 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $1,872,343,846 [1]Prior Market Value: $1,636,348,224 New Purchases: 1 stock Additional Purchases: 25 stocks Sold out of: 2 stocks Reduced holdings in: 5 stocks Top 10 Holdings %: 46.87% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Novartis AG 5.22% CVS Caremark Corporation 5.01% Halliburton Company 4.91% McKesson Corporation 4.81% Dollar General Corporation 4.72% Major new positions on 03/31/2013 Stock % of Portfolio Check Point Software Technologies Ltd. 3.94%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Mondelez International, Inc. 0.23% Royal Dutch Shell plc 0.02% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-15 Form 13F-HR 2013-02-13 Form 13F-HR 2012-11-13 Form 13F-HR 2012-08-14 Form 13F-HR/A 2012-05-25