Scharf Investments, LLC
Top Portfolio Positions
61 positions ·
$2,718,394,914 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 | 8.57% |
| MCK |
Mckesson Corp
Healthcare
|
221,582 | $191,748,199 | 7.05% |
| UNP |
Union Pacific Corp
Industrials
|
599,899 | $145,547,495 | 5.35% |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
557,135 | $137,640,201 | 5.06% |
| MSFT |
Microsoft Corp
Technology
|
343,477 | $127,144,881 | 4.68% |
| MKL |
Markel Group Inc.
Financial Services
|
61,142 | $117,030,061 | 4.31% |
| META |
Meta Platforms, Inc.
Communication Services
|
203,367 | $116,352,361 | 4.28% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
2,756,660 | $111,562,030 | 4.10% |
| V |
Visa Inc.
Financial Services
|
365,861 | $110,577,828 | 4.07% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
25,159 | $105,927,435 | 3.90% |
Holdings in MKL
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,030,061 | 61,142 | Shares | Sole | 2026-04-13 | |
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