SCHARF INVESTMENTS, LLC

CIK: 1463746SEC EDGAR →

Portfolio Value

$1.1T

Holdings

70

As of

Q1 2026

New Positions

70

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ADVISORS SER TR

4,559,282$244.4B
22.89%
2

OCCIDENTAL PETE CORP

3,583,864$233.0B
21.82%
3

ADVISORS SER TR

2,826,340$115.5B
10.82%
4

BROOKFIELD CORP

2,756,660$111.6B
10.45%
5

OTIS WORLDWIDE CORP

1,166,569$89.9B
8.42%
6

DISNEY WALT CO

672,472$64.8B
6.07%
7

SPDR SERIES TRUST

648,714$59.4B
5.57%
8

CENTENE CORP DEL

1,719,026$56.3B
5.27%
9

U HAUL HOLDING COMPANY

888,941$39.7B
3.72%
10

U HAUL HOLDING COMPANY

322,002$15.4B
1.44%

Sector Breakdown

Sector# HoldingsValue%
Financial Services15$287.6B26.9%
Unknown7$284.4B26.6%
Energy4$237.9B22.3%
Industrials9$112.4B10.5%
Healthcare12$76.6B7.2%
Communication Services5$67.2B6.3%
Technology11$1.2B0.1%
Basic Materials2$138.6M0.0%
Consumer Defensive1$86.9M0.0%
Consumer Cyclical4$63.0M0.0%