Scharf Investments, LLC
Top Portfolio Positions
62 positions ·
$2,829,230,958 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 CNC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,280,911 | 1,719,026 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $87,371,531 | 2,123,245 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $75,042,140 | 2,103,199 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $109,307,978 | 2,013,780 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $145,427,648 | 2,395,448 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $120,637,860 | 1,991,381 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $161,063,216 | 2,139,522 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $148,495,822 | 2,239,756 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $180,820,117 | 2,304,028 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $176,997,454 | 2,385,089 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $162,278,662 | 2,355,962 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $154,132,827 | 2,285,142 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $134,534,710 | 2,128,377 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $167,724,145 | 2,045,167 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $158,602,690 | 2,038,333 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $167,725,872 | 1,982,341 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $169,049,984 | 2,007,958 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $160,121,657 | 1,943,224 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $126,546,189 | 2,030,913 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $151,018,849 | 2,070,737 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $123,690,391 | 1,935,384 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $96,344,968 | 1,604,947 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $55,503,328 | 951,540 | Shares | Sole | 2020-10-19 | |
| No 13F history on record for this holder in this stock. | ||||||