Scharf Investments
$3.2B Assets Reported
80 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KAT | ADVISORS SER TR | 4,559,282 | $244M | 7.5% |
| OXY | OCCIDENTAL PETE CORP | 3,583,864 | $233M | 7.2% |
| MCK | MCKESSON CORP | 221,582 | $192M | 5.9% |
| UNP | UNION PAC CORP | 599,899 | $146M | 4.5% |
| FNV | FRANCO NEV CORP | 557,135 | $138M | 4.2% |
| MSFT | MICROSOFT CORP | 343,477 | $127M | 3.9% |
| MKL | MARKEL GROUP INC | 61,142 | $117M | 3.6% |
| META | META PLATFORMS INC | 203,367 | $116M | 3.6% |
| GKAT | ADVISORS SER TR | 2,826,340 | $115M | 3.6% |
| BN | BROOKFIELD CORP | 2,756,660 | $112M | 3.4% |
Track Scharf Investments's 13F portfolio: $3.2B in reported holdings, 80 positions. Top holdings, AUM, and quarterly changes on SentiSense.