SCHARF INVESTMENTS, LLC — 13F holdings

SCHARF INVESTMENTS, LLC reported 79 holdings worth $3.03B in its 13F filing for Q2 2026, filed July 13, 2026.

Largest positions

1. KAT ADVISORS SER TR — $239M (7.9%)
2. OXY OCCIDENTAL PETE CORP — $155M (5.1%)
3. UNP UNION PAC CORP — $147M (4.9%)
4. GKAT ADVISORS SER TR — $131M (4.3%)
5. MKL MARKEL GROUP INC — $118M (3.9%)
6. MSFT MICROSOFT CORP — $117M (3.9%)
7. AMZN AMAZON COM INC — $115M (3.8%)
8. V VISA INC — $115M (3.8%)
9. MCK MCKESSON CORP — $114M (3.8%)
10. BN Brookfield Corp — $110M (3.6%)