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 SNN
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,503 | 17,637 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $55,535,813 | 1,692,649 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $73,634,260 | 2,029,051 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $63,818,003 | 2,083,513 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $58,910,872 | 2,076,520 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $64,682,859 | 2,631,524 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $90,320,075 | 2,900,452 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $73,995,582 | 2,986,101 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $75,985,255 | 2,996,264 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $81,303,511 | 2,980,334 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $61,277,512 | 2,473,860 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $68,969,334 | 2,138,584 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $62,727,390 | 2,247,488 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $56,065,515 | 2,084,995 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $47,994,718 | 2,066,956 | Shares | Sole | 2022-10-25 | |
| No 13F history on record for this holder in this stock. | ||||||