Scharf Investments, LLC
Top Portfolio Positions
62 positions ·
$2,829,213,268 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OXY |
Occidental Petroleum Corp /De/
Energy
|
3,583,864 | $232,951,160 | 8.23% | |
| MCK |
Mckesson Corp
Healthcare
|
221,582 | $191,748,199 | 6.78% | |
| UNP |
Union Pacific Corp
Industrials
|
599,899 | $145,547,495 | 5.14% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
557,135 | $137,640,201 | 4.86% | |
| MSFT |
Microsoft Corp
Technology
|
343,477 | $127,144,881 | 4.49% | |
| MKL |
Markel Group Inc.
Financial Services
|
61,142 | $117,030,061 | 4.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
203,367 | $116,352,361 | 4.11% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
2,756,660 | $111,562,030 | 3.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
231,257 | $110,818,354 | 3.92% | |
| V |
Visa Inc.
Financial Services
|
365,861 | $110,577,828 | 3.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AON
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,289,855 | 254,941 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,438,209 | 208,111 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $78,478,979 | 220,088 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,860,009 | 229,454 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $91,973,084 | 230,457 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $84,877,768 | 236,323 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $86,753,186 | 250,739 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $70,583,971 | 240,425 | Shares | Sole | 2024-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||