§ 13F · FUND PROFILE
Scharf Investments, LLC.
AUM · $3.0B (13F)Positions · 79Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$40M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KAT | ADVISORS SER TR | 4.42M | $239M | 7.9% | −3% |
| 2 | OXY | OCCIDENTAL PETE CORP | 3.19M | $155M | 5.1% | −11% |
| 3 | UNP | UNION PAC CORP | 542K | $147M | 4.9% | −10% |
| 4 | GKAT | ADVISORS SER TR | 3.04M | $131M | 4.3% | +7% |
| 5 | MKL | MARKEL GROUP INC | 61K | $118M | 3.9% | −1% |
| 6 | MSFT | MICROSOFT CORP | 314K | $117M | 3.9% | −9% |
| 7 | AMZN | AMAZON COM INC | 484K | $115M | 3.8% | +2672% |
| 8 | V | VISA INC | 336K | $115M | 3.8% | −8% |
| 9 | MCK | MCKESSON CORP | 151K | $114M | 3.8% | −32% |
| 10 | BN | BROOKFIELD CORP | 2.59M | $110M | 3.6% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHARF SIGNAL
AC read
Scharf Investments, LLC is a Other fund managing $3.0 billion in assets. The fund runs a portfolio of 79 positions.
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