Scharf Investments’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$52.7M	Sell	760,079 -23,878	-3%	-$1.66M	1.52%	26
2025 Q1	$73.9M	Sell	783,957 -132,107	-14%	-$12.5M	2.23%	20
2024 Q4	$61.7M	Buy	+916,064	New	+$61.7M	1.83%	23