Scharf Investments, LLC

Position in DCI — DONALDSON Co INC

CIK 1463746 LOS GATOS, CA

Position in DCI

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

Position Value

$2,275,938

+$4,223 QoQ

Shares Held

25,353

-5.3% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#214

of 626 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

Scharf Investments, LLC holds $98,817,800 across 4 Specialty Industrial Machinery names. DCI ranks #3 (2.3% 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	374,792	$23,506,954
3	DCI	DONALDSON Co INC This page	25,353	$2,275,938
4	ETN	Eaton Corp plc	2,024	$862,466

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,275,938	25,353	-5.3%	Shares	Sole	2026-07-13
2026-03-31	$2,271,715	26,767	-90.2%	Shares	Sole	2026-04-13
2025-12-31	$24,254,716	273,570	-64.6%	Shares	Sole	2026-01-15
2025-09-30	$63,202,278	772,172	+1.6%	Shares	Sole	2025-11-13
2025-06-30	$52,711,478	760,079	-3.0%	Shares	Sole	2025-07-14
2025-03-31	$52,572,156	783,957	-14.4%	Shares	Sole	2025-04-23
2024-12-31	$61,696,910	916,064	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.