StockDriftsStockDriftsTop 50 Scharf Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KAT | ADVISORS SER TR | 7.53% | 4.56M | $244.4M | -3.02%(-141.77K) | $56.27(-1.76%) | 2026-03-31 | |
| OXY | OCCIDENTAL PETE CORP | 7.18% | 3.58M | $233.0M | +21.91%(+644.14K) | $53.93(+10.04%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 5.91% | 221.6K | $191.8M | -16.61%(-44.15K) | $169.61(+372.27%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 4.49% | 599.9K | $145.6M | -8.55%(-56.10K) | $219.33(+20.37%) | 2026-03-31 | |
| FNV | FRANCO NEV CORP | 4.24% | 557.1K | $137.6M | -19.51%(-135.07K) | $173.04(+30.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.92% | 343.5K | $127.1M | -9.16%(-34.62K) | $73.55(+459.35%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 3.61% | 61.1K | $117.1M | -11.65%(-8.06K) | $1053.45(+67.53%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.59% | 203.4K | $116.4M | +32.97%(+50.43K) | $675.14(-10.39%) | 2026-03-31 | |
| GKAT | ADVISORS SER TR | 3.56% | 2.83M | $115.5M | +6.28%(+166.91K) | $39.97(+8.00%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 3.44% | 2.76M | $111.6M | -21.59%(-759.14K) | $21.50(+113.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.00% | +33.12% |
| Top 20 Holdings Unweighted | +10.23% | +33.94% |
Sign up free to track Scharf Investments, Llc, compare funds side by side, and get alerts the moment positions change.