Scharf Investments, LLC

CIK

1463746

City

LOS GATOS

State / Country

Stock

MCK — Mckesson Corp

Top Portfolio Positions

62 positions · $2,829,213,268 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$191,748,199	221,582	-16.6%	Shares	Sole	2026-04-13
2025-12-31	$217,976,481	265,731	-18.2%	Shares	Sole	2026-01-15
2025-09-30	$250,869,231	324,733	-6.8%	Shares	Sole	2025-11-13
2025-06-30	$255,321,802	348,429	-8.5%	Shares	Sole	2025-07-14
2025-03-31	$256,375,540	380,950	-2.3%	Shares	Sole	2025-04-23
2024-12-31	$222,165,165	389,825	-11.2%	Shares	Sole	2025-01-24
2024-09-30	$217,011,815	438,922	-8.8%	Shares	Sole	2024-10-16
2024-06-30	$281,059,321	481,233	-5.4%	Shares	Sole	2024-07-23
2024-03-31	$273,180,954	508,859	-3.1%	Shares	Sole	2024-04-16
2023-12-31	$243,025,609	524,916	-2.6%	Shares	Sole	2024-01-12
2023-09-30	$234,254,564	538,702	-20.2%	Shares	Sole	2023-10-13
2023-06-30	$288,389,382	674,895	-1.1%	Shares	Sole	2023-07-24
2023-03-31	$243,014,094	682,528	+4.1%	Shares	Sole	2023-04-14
2022-12-31	$245,844,645	655,376	-0.1%	Shares	Sole	2023-02-06
2022-09-30	$222,958,118	656,010	-6.8%	Shares	Sole	2022-10-25
2022-06-30	$229,620,523	703,904	-16.3%	Shares	Sole	2022-07-19
2022-03-31	$257,579,312	841,405	+2.4%	Shares	Sole	2022-04-13
2021-12-31	$204,313,105	821,954	-5.7%	Shares	Sole	2022-01-20
2021-09-30	$173,775,421	871,579	+0.7%	Shares	Sole	2021-10-14
2021-06-30	$165,500,625	865,408	+4.3%	Shares	Sole	2021-07-16
2021-03-31	$161,794,456	829,545	-0.9%	Shares	Sole	2021-04-14
2020-12-31	$145,608,780	837,217	-0.8%	Shares	Sole	2021-01-20
2020-09-30	$125,652,985	843,705	-4.8%	Shares	Sole	2020-10-19
2020-06-30	$135,934,262	886,027	-1.0%	Shares	Sole	2020-07-16
2020-03-31	$121,010,629	894,652	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.