Holdings
Scharf Investments, LLC
As of Jun 30, 2026, Scharf Investments, LLC reported 59 positions worth US$2.41B. Largest: Occidental Petroleum Corporation, Union Pacific Corporation and Markel Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Occidental Petroleum Corporation | 3.19M | US$155M | −396K | Jun 30, 2026 |
| Union Pacific Corporation | 542K | US$147M | −57,763 | Jun 30, 2026 |
| Markel Group Inc. | 60,564 | US$118M | −578 | Jun 30, 2026 |
| Microsoft Corp. | 314K | US$117M | −29,629 | Jun 30, 2026 |
| Amazon.com, Inc. | 484K | US$115M | +467K | Jun 30, 2026 |
| Visa Inc. | 336K | US$115M | −29,873 | Jun 30, 2026 |
| Mckesson Corporation | 151K | US$114M | −70,951 | Jun 30, 2026 |
| Brookfield Corporation | 2.59M | US$110M | −166K | Jun 30, 2026 |
| Centene Corporation | 1.65M | US$106M | −68,484 | Jun 30, 2026 |
| Agilent Technologies, Inc. | 754K | US$100M | −5,641 | Jun 30, 2026 |