StockDriftsStockDriftsTop 50 Scharf Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KAT | ADVISORS SER TR | 7.89% | 4.42M | $238.9M | -3.06%(-139.32K) | $56.27(+4.10%) | 2026-06-30 | |
| OXY | OCCIDENTAL PETE CORP | 5.11% | 3.19M | $154.8M | -11.05%(-396.12K) | $53.93(+8.28%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 4.87% | 542.1K | $147.5M | -9.63%(-57.76K) | $219.33(+36.42%) | 2026-06-30 | |
| GKAT | ADVISORS SER TR | 4.33% | 3.04M | $131.1M | +7.42%(+209.75K) | $40.09(+14.34%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 3.91% | 60.6K | $118.3M | -0.95%(-578) | $1053.45(+74.16%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.87% | 313.8K | $117.1M | -8.63%(-29.63K) | $73.59(+560.50%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.81% | 484.3K | $115.4M | +2671.97%(+466.82K) | $219.64(+19.53%) | 2026-06-30 | |
| V | VISA INC | 3.81% | 336.0K | $115.3M | -8.17%(-29.87K) | $234.06(+54.64%) | 2026-06-30 | |
| MCK | MCKESSON CORP | 3.76% | 150.6K | $113.8M | -32.02%(-70.95K) | $169.61(+415.87%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 3.65% | 2.59M | $110.4M | -6.01%(-165.56K) | $21.50(+101.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.64% | +17.89% | +4.45% | +24.35% |
| Top 20 Holdings Unweighted | +6.59% | +21.10% | +4.10% | +22.26% |
Scharf Investments LLC reports $3.03B in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are KAT (7.9%), OXY (5.1%) and UNP (4.9%). The top 20 holdings account for 73.47% of reported assets. Its disclosed equity book has returned +17.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Scharf Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1463746). View Scharf Investments LLC’s 13F filings on SEC