account_balance
Investment manager · 13F filer · SEC CIK 1463746
Scharf Investments, LLC
Reported value$2.96Bas of Sep 30, 2026
Positions73 5 new, 11 sold out
Top 10 weight49.7%KAT alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
KATAdvisors Ser Tr
8.2%Trimmed −3%
MSFTMicrosoft Corp
5.6%Added +3%
METAMeta Platforms Inc
5.4%Added +30%
OXYOccidental Pete Corp
5.3%Trimmed −11%
AMZNAmazon Com Inc
5.0%Added +23%
UNPUnion Pac Corp
4.5%Trimmed −10%
GKATAdvisors Ser Tr
4.4%
MCKMckesson Corp
4.0%Trimmed −8%
VVisa Inc
3.7%Trimmed −9%
FNVFranco Nev Corp
3.7%Trimmed −4%
MRSHMarsh & Mclennan Cos Inc
3.4%Added +72%
MKLMarkel Group Inc
3.3%Trimmed −5%
KATAdvisors Ser Tr
8.2%Trimmed −3%
OXYOccidental Pete Corp
5.3%Trimmed −11%
AMZNAmazon Com Inc
5.0%Added +23%
UNPUnion Pac Corp
4.5%Trimmed −10%
GKAT4.4%
MCK4.0%V3.7%FNV3.7%MRSH3.4%MKL3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KAT Advisors Ser Tr 8.2% Trimmed −3%
MSFT Microsoft Corp 5.6% Added +3%META Meta Platforms Inc 5.4% Added +30%OXY Occidental Pete Corp 5.3% Trimmed −11%AMZN Amazon Com Inc 5.0% Added +23%UNP Union Pac Corp 4.5% Trimmed −10%GKAT Advisors Ser Tr 4.4% Held
MCK Mckesson Corp 4.0% Trimmed −8%V Visa Inc 3.7% Trimmed −9%FNV Franco Nev Corp 3.7% Trimmed −4%MRSH Marsh & Mclennan Cos Inc 3.4% Added +72%MKL Markel Group Inc 3.3% Trimmed −5%What changed