Scharf Investments
Scharf Investments reported 79 stocks worth $3B in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are KAT (7.9%), OXY (5.1%) and UNP (4.9%). Compared with Q1 2026, the fund opened new positions in AOS, MCD and LIN, added to GKAT, AMZN and UNH, trimmed KAT, OXY and UNP and sold out of AWK, INTU and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KAT Advisors Ser TR | $239M | 7.9% | 4.4M | −139K (−3%) | 4 of 8 | |
| 2 |  OXY Occidental Pete Corp | $155M | 5.1% | 3.2M | −396K (−11%) | 8 of 8 | |
| 3 |  UNP Union Pac Corp | $147M | 4.9% | 542K | −58K (−10%) | 8 of 8 | |
| 4 |  GKAT Advisors Ser TR | $131M | 4.3% | 3M | +210K (+7%) | 4 of 8 | |
| 5 |  MKL Markel Group Inc | $118M | 3.9% | 61K | −578 (−1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $117M | 3.9% | 314K | −30K (−9%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $115M | 3.8% | 484K | +467K (+2672%) | 2 of 8 | |
| 8 |  V Visa Inc | $115M | 3.8% | 336K | −30K (−8%) | 8 of 8 | |
| 9 |  MCK Mckesson Corp | $114M | 3.8% | 151K | −71K (−32%) | 8 of 8 | |
| 10 |  BN Brookfield Corp Fclass A | $110M | 3.6% | 2.6M | −166K (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Scharf Investments 13F FAQ
What does Scharf Investments own?
Scharf Investments reported 79 stocks worth $3B in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are KAT (7.9%), OXY (5.1%) and UNP (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Scharf Investments buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 11 added to, 53 trimmed and 5 sold out. New positions include AOS, MCD and LIN. It sold all of AWK, INTU and XOM.
When will Scharf Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Scharf Investments's portfolio worth?
The Q2 2026 filing reports $3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.