Holdings of Scharf Investments, LLC
60 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 55.1 % of the equity sleeve
Sector breakdown
- Health care 24.1 %
- Financials 16.3 %
- Industrials 12.1 %
- Energy 9.6 %
- Technology 9.0 %
- Communication 7.7 %
- Consumer staples 4.0 %
- Consumer discretionary 2.6 %
- Utilities 0.2 %
- Funds 0.1 %
- Unattributed 14.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 58 | 2.4B $ | 99.51 % |
| 2 | GB | 2 | 12.1M $ | 0.49 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Occidental Petroleum Corp | 3,583,864 | 233M $ | |
| 2 | McKesson Corp | 221,582 | 191.8M $ | |
| 3 | Union Pacific Corp | 599,899 | 145.6M $ | |
| 4 | Microsoft Corp | 343,477 | 127.1M $ | |
| 5 | Markel Group Inc | 61,142 | 117.1M $ | |
| 6 | Meta Platforms Inc | 203,367 | 116.4M $ | |
| 7 | Berkshire Hathaway Inc | 231,257 | 110.8M $ | |
| 8 | Visa Inc | 365,861 | 110.6M $ | |
| 9 | Zoetis Inc | 837,314 | 99M $ | |
| 10 | CME Group Inc | 325,461 | 96.1M $ | |
| 11 | Novartis AG | 589,232 | 90M $ | |
| 12 | Otis Worldwide Corp | 1,166,569 | 89.9M $ | |
| 13 | Hershey Co/The | 418,116 | 86.9M $ | |
| 14 | Agilent Technologies Inc | 759,802 | 86.6M $ | |
| 15 | Adobe Inc | 325,802 | 79.2M $ | |
| 16 | Marsh & McLennan Cos Inc | 449,343 | 77.9M $ | |
| 17 | Thermo Fisher Scientific Inc | 132,395 | 65.1M $ | |
| 18 | Walt Disney Co/The | 672,472 | 64.8M $ | |
| 19 | SPDR Series Trust | 648,714 | 59.4M $ | |
| 20 | Lockheed Martin Corp | 96,073 | 58.1M $ | |
| 21 | Booking Holdings Inc | 25,159 | 57.4M $ | |
| 22 | Centene Corp | 1,719,026 | 56.3M $ | |
| 23 | State Street SPDR S&P 500 ETF Trust | 84,290 | 54.8M $ | |
| 24 | UnitedHealth Group Inc | 174,602 | 47.2M $ | |
| 25 | U-Haul Holding Co | 888,941 | 39.7M $ | |
| 26 | U-Haul Holding Co | 322,002 | 15.4M $ | |
| 27 | Haleon PLC | 1,150,750 | 11.5M $ | |
| 28 | CVS Health Corp | 96,169 | 6.9M $ | |
| 29 | American Water Works Co Inc | 35,846 | 4.9M $ | |
| 30 | NVIDIA Corp | 23,967 | 4.2M $ | |
| 31 | Amazon.com Inc | 17,471 | 3.6M $ | |
| 32 | Alphabet Inc | 9,854 | 2.8M $ | |
| 33 | Apple Inc | 9,838 | 2.5M $ | |
| 34 | Alphabet Inc | 8,531 | 2.5M $ | |
| 35 | Comcast Corp | 80,384 | 2.3M $ | |
| 36 | Donaldson Co Inc | 26,767 | 2.3M $ | |
| 37 | Stryker Corp | 5,505 | 1.8M $ | |
| 38 | Mastercard Inc | 3,295 | 1.6M $ | |
| 39 | Oracle Corp | 10,938 | 1.6M $ | |
| 40 | WW Grainger Inc | 1,456 | 1.6M $ | |
| 41 | iShares Trust | 4,295 | 1.5M $ | |
| 42 | Intuit Inc | 3,286 | 1.4M $ | |
| 43 | S&P Global Inc | 3,106 | 1.3M $ | |
| 44 | Eli Lilly & Co | 1,339 | 1.2M $ | |
| 45 | Airbnb Inc | 9,742 | 1.2M $ | |
| 46 | Broadcom Inc | 3,860 | 1.2M $ | |
| 47 | Exxon Mobil Corp | 6,443 | 1.1M $ | |
| 48 | Immunome Inc | 44,389 | 970.8K $ | |
| 49 | Air Products and Chemicals Inc | 3,193 | 927.5K $ | |
| 50 | ServiceNow Inc | 7,842 | 819.9K $ | |
| 51 | MercadoLibre Inc | 453 | 783.2K $ | |
| 52 | TJX Cos Inc/The | 4,753 | 759.1K $ | |
| 53 | Automatic Data Processing Inc | 3,484 | 707.9K $ | |
| 54 | Amphenol Corp | 4,879 | 616.5K $ | |
| 55 | Smith & Nephew PLC | 17,637 | 560.5K $ | |
| 56 | Fiserv Inc | 9,995 | 557.7K $ | |
| 57 | iShares Trust | 6,081 | 502.1K $ | |
| 58 | Uber Technologies Inc | 5,983 | 430.4K $ | |
| 59 | Vanguard Large-Cap ETF | 680 | 203.2K $ | |
| 60 | QUINCE THERAPEUTICS INC | 19,461 | 2K $ | |