account_balance
Investment manager · 13F filer · SEC CIK 1463746
Scharf Investments, LLC
Reported value$3.03Bas of Jun 30, 2026
Positions79 14 new, 5 sold out
Top 10 weight45.0%KAT alone is 8%
FiledJul 1313 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KATAdvisors Ser Tr
7.9%Trimmed −3%
OXYOccidental Pete Corp
5.1%Trimmed −11%
UNPUnion Pac Corp
4.9%Trimmed −10%
GKATAdvisors Ser Tr
4.3%Added +7%
MKLMarkel Group Inc
3.9%
MSFTMicrosoft Corp
3.9%Trimmed −9%
AMZNAmazon Com Inc
3.8%Added +2672%
VVisa Inc
3.8%Trimmed −8%
MCKMckesson Corp
3.8%Trimmed −32%
BNBrookfield Corp
3.6%Trimmed −6%
CNCCentene Corp
3.5%Trimmed −4%
AAgilent Technologies Inc
3.3%
KATAdvisors Ser Tr
7.9%Trimmed −3%
OXY5.1%UNP4.9%GKAT4.3%MKL3.9%MSFT3.9%AMZN3.8%V3.8%MCK3.8%BN3.6%CNC3.5%A3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KAT Advisors Ser Tr 7.9% Trimmed −3%OXY Occidental Pete Corp 5.1% Trimmed −11%UNP Union Pac Corp 4.9% Trimmed −10%GKAT Advisors Ser Tr 4.3% Added +7%MKL Markel Group Inc 3.9% HeldMSFT Microsoft Corp 3.9% Trimmed −9%AMZN Amazon Com Inc 3.8% Added +2672%V Visa Inc 3.8% Trimmed −8%MCK Mckesson Corp 3.8% Trimmed −32%BN Brookfield Corp 3.6% Trimmed −6%CNC Centene Corp 3.5% Trimmed −4%A Agilent Technologies Inc 3.3% Held
What changed