Scharf Investments
$3.0B 13F equity value
84 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Scharf Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KAT | ADVISORS SER TR | 4,419,958 | $239M | 7.9% |
| OXY | OCCIDENTAL PETE CORP | 3,187,747 | $155M | 5.1% |
| UNP | UNION PAC CORP | 542,136 | $147M | 4.9% |
| GKAT | ADVISORS SER TR | 3,036,088 | $131M | 4.3% |
| MKL | MARKEL GROUP INC | 60,564 | $118M | 3.9% |
| MSFT | MICROSOFT CORP | 313,848 | $117M | 3.9% |
| AMZN | AMAZON COM INC | 484,291 | $115M | 3.8% |
| V | VISA INC | 335,988 | $115M | 3.8% |
| MCK | MCKESSON CORP | 150,631 | $114M | 3.8% |
| BN | BROOKFIELD CORP | 2,591,096 | $110M | 3.6% |
Track Scharf Investments's 13F portfolio: $3.0B in reported holdings, 84 positions. Top holdings and quarterly changes on SentiSense.
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