MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : SCHARF INVESTMENTS, LLC |
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SCHARF INVESTMENTS, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2021-01-20) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
MICROSOFT CORP (COM) |
MSFT |
236,336,000 |
1,062,563 |
8.90% |
BERKSHIRE HATHAWAY INC DEL (CL B NEW) |
BRK/B |
176,019,000 |
759,130 |
6.62% |
COMCAST CORP NEW (CL A) |
CMCSA |
161,651,000 |
3,084,942 |
6.08% |
MCKESSON CORP (COM) |
MCK |
145,609,000 |
837,217 |
5.48% |
ORACLE CORP (COM) |
ORCL |
133,030,000 |
2,056,427 |
5.01% |
CVS HEALTH CORP (COM) |
CVS |
132,010,000 |
1,932,798 |
4.97% |
ADVANCE AUTO PARTS INC (COM) |
AAP |
119,574,000 |
759,152 |
4.50% |
KANSAS CITY SOUTHERN (COM NEW) |
KSU |
118,893,000 |
582,437 |
4.47% |
LIBERTY BROADBAND CORP (COM SER C) |
LBRDK |
117,629,000 |
742,752 |
4.43% |
JOHNSON & JOHNSON (COM) |
JNJ |
116,332,000 |
739,185 |
4.38% |
MARKEL CORP (COM) |
MKL |
113,610,000 |
109,949 |
4.27% |
PROGRESSIVE CORP (COM) |
PGR |
113,500,000 |
1,147,852 |
4.27% |
NOVARTIS AG (SPONSORED ADR) |
NVS |
113,083,000 |
1,197,539 |
4.25% |
LOCKHEED MARTIN CORP (COM) |
LMT |
109,285,000 |
307,862 |
4.11% |
UNILEVER PLC (SPON ADR NEW) |
UL |
103,095,000 |
1,708,001 |
3.88% |
BAIDU INC (SPON ADR REP A) |
BIDU |
103,036,000 |
476,486 |
3.88% |
CENTENE CORP DEL (COM) |
CNC |
96,345,000 |
1,604,947 |
3.62% |
ALEXION PHARMACEUTICALS INC (COM) |
ALXN |
84,176,000 |
538,759 |
3.17% |
QUEST DIAGNOSTICS INC (COM) |
DGX |
77,620,000 |
651,344 |
2.92% |
COGNIZANT TECHNOLOGY SOLUTIO (CL A) |
CTSH |
77,182,000 |
941,820 |
2.90% |
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Investing Just Like SCHARF INVESTMENTS, LLC
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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