Scharf Investments, LLC
Top Portfolio Positions
62 positions ·
$2,829,213,268 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 OTIS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,919,138 | 1,166,569 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $100,019,244 | 1,145,040 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $73,198,949 | 800,601 | Shares | Sole | 2025-11-13 | |
| 2021-06-30 | $439,840 | 5,379 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $30,028,672 | 438,695 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $33,634,563 | 497,921 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $35,743,751 | 572,633 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $41,137,300 | 723,484 | Shares | Sole | 2020-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||