Institutions / Scharf Investments, LLC
Scharf Investments, LLC
CIK 1463746 · Institution · as of Dec 31, 2025
Portfolio value
$3.72B
Positions
72
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| Advisors Ser Tr | $258.56M | 6.9% |
| McKesson Corp | $217.99M | 5.9% |
| Microsoft Corp | $182.86M | 4.9% |
| Brookfield Corp | $161.35M | 4.3% |
| Warren E. Buffett | $155.09M | 4.2% |
| Union Pacific Corp | $151.75M | 4.1% |
| Markel Group Inc | $148.79M | 4.0% |
| Franco Nev Corp | $143.48M | 3.9% |
| Visa Inc | $141.54M | 3.8% |
| Booking Holdings Inc | $138.51M | 3.7% |
| Novartis AG | $132.76M | 3.6% |
| Occidental Petroleum Corp /De | $120.88M | 3.2% |
| Advisors Ser Tr | $108.88M | 2.9% |
| CME Group Inc | $106.78M | 2.9% |
| Zoetis Inc. | $103.03M | 2.8% |
| Meta Platforms Inc | $100.96M | 2.7% |
| Otis Worldwide Corp | $100.02M | 2.7% |
| Oracle Corp | $99.72M | 2.7% |
| Chubb Ltd | $97.90M | 2.6% |
| Walt Disney Co | $91.30M | 2.5% |
| Hershey Co | $90.22M | 2.4% |
| Centene Corp | $87.37M | 2.3% |
| Thermo Fisher Scientific Inc. | $81.13M | 2.2% |
| Adobe Inc. | $78.02M | 2.1% |
| Lockheed Martin Corp | $75.06M | 2.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.