Scharf Investments, LLC: 13F holdings
CIK 14637462026Q2
| Positions | 79 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 79 (+9 vs prior quarter) |
|---|
| Reported value | $3.0bn (-6.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KAT ADVISORS SER TR | 4,419,958 | $238.9m | 7.9% |
| OXY OCCIDENTAL PETE CORP | 3,187,747 | $154.8m | 5.1% |
| UNP UNION PAC CORP | 542,136 | $147.5m | 4.9% |
| ADVISORS SER TR | 3,036,088 | $131.1m | 4.3% |
| MKL MARKEL GROUP INC | 60,564 | $118.3m | 3.9% |
| MSFT MICROSOFT CORP | 313,848 | $117.1m | 3.9% |
| AMZN AMAZON COM INC | 484,291 | $115.4m | 3.8% |
| V VISA INC | 335,988 | $115.3m | 3.8% |
| MCK MCKESSON CORP | 150,631 | $113.8m | 3.8% |
| BN BROOKFIELD CORP | 2,591,096 | $110.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1463746")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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