§ 13F · FUND PROFILE
Scharf Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.0B (13F)Positions · 69Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KAT | ADVISORS SER TR | 4.56M | $244M | 7.5% | −3% |
| 2 | OXY | OCCIDENTAL PETE CORP | 3.58M | $233M | 7.2% | +22% |
| 3 | MCK | MCKESSON CORP | 222K | $192M | 5.9% | −17% |
| 4 | UNP | UNION PAC CORP | 600K | $146M | 4.5% | −9% |
| 5 | FNV | FRANCO NEV CORP | 557K | $138M | 4.2% | −20% |
| 6 | MSFT | MICROSOFT CORP | 343K | $127M | 3.9% | −9% |
| 7 | MKL | MARKEL GROUP INC | 61K | $117M | 3.6% | −12% |
| 8 | META | META PLATFORMS INC | 203K | $116M | 3.6% | +33% |
| 9 | GKAT | ADVISORS SER TR | 2.83M | $115M | 3.6% | +6% |
| 10 | BN | BROOKFIELD CORP | 2.76M | $112M | 3.4% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHARF SIGNAL
AC read
Scharf Investments, LLC is a Other fund managing $4.0 billion in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed