SCHARF INVESTMENTS, LLC Information

5619 SCOTTS VALLEY DRIVE, SCOTTS VALLEY, California, 95066, (831) 429-6513

Report Date: 12/31/2013

Position Statistics

Total Positions 41
New Positions 3
Increased Positions 7
Decreased Positions 30
Positions with Activity 37
Sold Out Positions 4
Total Mkt Value (in $ millions) 2,301

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.06%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 17.02%
Financial 12.58%
Healthcare 24.18%
Services 13.13%
Technology 28.6%
Transportation 2.5%
Utilities

41 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
LOCKHEED MARTIN CORP COM -85,618 Sold Out 0
LOEWS CORP COM -396 Sold Out 0
VERIZON COMMUNICATIONS INC COM -17,588 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -50,564 Sold Out 0
SPROTT RESOURCE CORP COM 106 51 93.67 47,739
WISDOMTREE TR JAPN HEDGE EQT 405 -2,289 (84.97) 8,685
SUNCOR ENERGY INC NEW COM 547 New 14,880
MCDONALDS CORP COM 666 -6 (0.94) 6,648
CANADIAN NATL RY CO COM 973 -24 (2.44) 17,164
GENERAL ELECTRIC CO COM 1,033 New 38,890
DISNEY WALT CO COM DISNEY 1,174 New 14,675
DU PONT E I DE NEMOURS & CO COM 1,206 1,206 New 18,000
SCHLUMBERGER LTD COM 1,239 New 12,400
THERMO FISHER SCIENTIFIC INC COM 34,218 -13,004 (27.54) 286,823
JOHNSON & JOHNSON COM 37,034 -5,289 (12.5) 374,236
MURPHY USA INC COM 44,469 44,469 New 1,096,925
OIL STS INTL INC COM 46,047 -1,009 (2.14) 477,817
BERKSHIRE HATHAWAY INC DEL CL B NEW 48,560 -43,171 (47.06) 381,818
BAIDU INC SPON ADR REP A 49,899 -3,445 (6.46) 320,278
MARKEL CORP COM 54,581 47,069 626.58 88,170