Scharf Investments, LLC

Position in AOS — Smith A O Corp

CIK 1463746 LOS GATOS, CA

Position in AOS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$23,506,954

New position

Shares Held

374,792

first reported quarter

Ownership

0.276%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#61

of 610 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 59% Shared 4% None 37%

Industrials · as of Jun 30, 2026

Scharf Investments, LLC holds $98,817,800 across 4 Specialty Industrial Machinery names. AOS ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	1,007,995	$72,172,442
2	AOS	Smith A O Corp This page	374,792	$23,506,954
3	DCI	DONALDSON Co INC	25,353	$2,275,938
4	ETN	Eaton Corp plc	2,024	$862,466

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,506,954	374,792	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.