Scharf Investments

Scharf Investments as of Dec. 31, 2012

Portfolio Holdings for Scharf Investments

Scharf Investments holds 38 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Novartis (NVS) 5.1 $83M 1.3M 63.30
Apple (AAPL) 5.1 $83M 157k 532.17
CVS Caremark Corporation (CVS) 4.8 $79M 1.6M 48.35
McKesson Corporation (MCK) 4.8 $78M 808k 96.96
Halliburton Company (HAL) 4.6 $76M 2.2M 34.69
Oracle Corporation (ORCL) 4.6 $75M 2.2M 33.32
NCR Corporation (VYX) 4.5 $74M 2.9M 25.48
Sanofi-Aventis SA (SNY) 4.5 $73M 1.5M 47.38
Berkshire Hathaway (BRK.B) 4.5 $73M 811k 89.70
AFLAC Incorporated (AFL) 4.3 $71M 1.3M 53.12
Lockheed Martin Corporation (LMT) 4.3 $71M 768k 92.29
Microsoft Corporation (MSFT) 4.2 $69M 2.6M 26.71
Chevron Corporation (CVX) 4.1 $67M 620k 108.14
Advance Auto Parts (AAP) 3.9 $64M 977k 65.50
Vodafone 3.8 $63M 2.5M 25.19
Barrick Gold Corp (GOLD) 3.7 $60M 1.7M 35.01
Thermo Fisher Scientific (TMO) 3.7 $60M 938k 63.78
International Business Machines (IBM) 3.6 $58M 303k 191.55
McDonald's Corporation (MCD) 3.0 $48M 549k 88.21
Canadian Pacific Railway 2.8 $45M 444k 101.62
Life Technologies 2.5 $41M 842k 49.03
American International (AIG) 2.5 $41M 1.2M 35.30
Dollar General (DG) 2.4 $40M 898k 44.09
Total (TTE) 2.3 $38M 723k 52.01
Apache Corporation 2.1 $35M 441k 78.50
Johnson & Johnson (JNJ) 1.9 $30M 429k 70.10
Market Vectors Gold Miners ETF 1.6 $26M 555k 46.39
Mondelez Int (MDLZ) 0.2 $3.7M 146k 25.46
WisdomTree Japan Total Dividend (DXJ) 0.1 $1.3M 36k 36.88
Canadian Natl Ry (CNI) 0.1 $801k 8.8k 91.05
General Electric Company 0.1 $816k 39k 20.98
ETFS Physical Platinum Shares 0.1 $810k 5.4k 151.40
Walt Disney Company (DIS) 0.0 $731k 15k 49.81
GlaxoSmithKline 0.0 $411k 9.5k 43.47
Loews Corporation (L) 0.0 $377k 9.3k 40.75
Royal Dutch Shell 0.0 $371k 5.4k 69.02
Schlumberger (SLB) 0.0 $402k 5.8k 69.31
Suncor Energy (SU) 0.0 $405k 12k 32.98