Scharf Investments, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1463746 LOS GATOS, CA

Position in OTIS

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

Position Value

$72,172,442

-$17,746,696 QoQ

Shares Held

1,007,995

-13.6% QoQ

Ownership

0.265%

of shares outstanding

% of Portfolio

2.81%

of 13F equity value

Holder Rank

#61

of 1,211 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 58% Shared 5% None 37%

Industrials · as of Jun 30, 2026

Scharf Investments, LLC holds $98,817,800 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp This page	1,007,995	$72,172,442
2	AOS	Smith A O Corp	374,792	$23,506,954
3	DCI	DONALDSON Co INC	25,353	$2,275,938
4	ETN	Eaton Corp plc	2,024	$862,466

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,172,442	1,007,995	-13.6%	Shares	Sole	2026-07-13
2026-03-31	$89,919,138	1,166,569	+1.9%	Shares	Sole	2026-04-13
2025-12-31	$100,019,244	1,145,040	+43.0%	Shares	Sole	2026-01-15
2025-09-30	$73,198,949	800,601	+14783.8%	Shares	Sole	2025-11-13
2021-06-30	$439,840	5,379	-98.8%	Shares	Sole	2021-07-16
2021-03-31	$30,028,672	438,695	-11.9%	Shares	Sole	2021-04-14
2020-12-31	$33,634,563	497,921	-13.0%	Shares	Sole	2021-01-20
2020-09-30	$35,743,751	572,633	-20.9%	Shares	Sole	2020-10-19
2020-06-30	$41,137,300	723,484	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.