Scharf Investments, LLC
13F filer · CIK 1463746 · Los Gatos, CA
Summary
Scharf Investments, LLC reported $3.03B across 79 positions in its 13F for 2026 Q2, filed Jul 13, 2026. The largest holdings are KAT (7.9%), OXY (5.1%), UNP (4.9%). Versus 2026 Q1, leaving options aside, it opened 14 new positions, added to 11, trimmed 53 and sold out of 5.
Reported value$3.03B
Positions79
Report period2026 Q2
FiledJul 13, 2026
New positions14
Added11
Trimmed53
Sold out5
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.9%Value $238.94MPrice $56.67Shares 4.42M -3.06%Since Jun 30 +4.82%
Weight 5.1%Value $154.83MPrice $56.10Shares 3.19M -11.05%Since Jun 30 +15.50%
Weight 4.9%Value $147.46MPrice $274.10Shares 542K -9.63%Since Jun 30 +0.77%
Weight 4.3%Value $131.05MPrice $44.06Shares 3.04M +7.42%Since Jun 30 +2.08%
Weight 3.9%Value $118.30MPrice $1740Shares 61K -0.95%Since Jun 30 -10.90%
Weight 3.9%Value $117.08MPrice $509.22Shares 314K -8.63%Since Jun 30 +36.51%
Weight 3.8%Value $115.43MPrice $246.67Shares 484K +2671.97%Since Jun 30 +3.49%
Weight 3.8%Value $115.28MPrice $367.74Shares 336K -8.17%Since Jun 30 +7.18%
Weight 3.8%Value $113.82MPrice $856.29Shares 151K -32.02%Since Jun 30 +13.32%
Weight 3.6%Value $110.36MPrice $36.49Shares 2.59M -6.01%Since Jun 30 -14.33%
Weight 3.5%Value $105.95MPrice $62.53Shares 1.65M -3.98%Since Jun 30 -2.59%
Weight 3.3%Value $100.18MPrice $175.03Shares 754K -0.74%Since Jun 30 +31.77%
Weight 3.3%Value $98.48MPrice $245.81Shares 472K -15.20%Since Jun 30 +17.93%
Weight 3.2%Value $96.01MPrice $715.62Shares 170K -16.19%Since Jun 30 +27.04%
Weight 2.9%Value $89.24MPrice $502.35Shares 178K -22.89%Since Jun 30 +0.39%
Weight 2.7%Value $81.89MPrice $332.08Shares 240K -11.20%Since Jun 30 -2.55%
Weight 2.6%Value $78.87MPrice $377.83Shares 190K +8.68%Since Jun 30 -9.10%
Weight 2.5%Value $75.17MPrice $275.90Shares 227K -11.11%Since Jun 30 -16.82%
Weight 2.4%Value $72.17MPrice $66.33Shares 1.01M -13.59%Since Jun 30 -7.36%
Weight 2.1%Value $63.90MPrice $263.24Shares 289K -11.09%Since Jun 30 +19.20%
Weight 2.1%Value $62.46MPrice $164.41Shares 356K -14.86%Since Jun 30 -6.30%
Weight 2.0%Value $60.51MPrice $233.17Shares 295K -9.42%Since Jun 30 +13.73%
Weight 1.9%Value $58.12MPrice $275.31Shares 185K +3252.88%Since Jun 30 -12.56%
Weight 1.9%Value $57.40MPrice $169.03Shares 344K -23.36%Since Jun 30 +1.41%
Weight 1.9%Value $56.89MPrice $105.59Shares 591K -12.11%Since Jun 30 +9.70%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.9% | $238.94M | +4.82% | -3.06% | Trim | |
| 5.1% | $154.83M | +15.50% | -11.05% | Trim | |
| 4.9% | $147.46M | +0.77% | -9.63% | Trim | |
| 4.3% | $131.05M | +2.08% | +7.42% | Add | |
| 3.9% | $118.30M | -10.90% | -0.95% | Trim | |
| 3.9% | $117.08M | +36.51% | -8.63% | Trim | |
| 3.8% | $115.43M | +3.49% | +2671.97% | Add | |
| 3.8% | $115.28M | +7.18% | -8.17% | Trim | |
| 3.8% | $113.82M | +13.32% | -32.02% | Trim | |
| 3.6% | $110.36M | -14.33% | -6.01% | Trim | |
| 3.5% | $105.95M | -2.59% | -3.98% | Trim | |
| 3.3% | $100.18M | +31.77% | -0.74% | Trim | |
| 3.3% | $98.48M | +17.93% | -15.20% | Trim | |
| 3.2% | $96.01M | +27.04% | -16.19% | Trim | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 2.9% | $89.24M | +0.39% | -22.89% | Trim |
| 2.7% | $81.89M | -2.55% | -11.20% | Trim | |
| 2.6% | $78.87M | -9.10% | +8.68% | Add | |
| 2.5% | $75.17M | -16.82% | -11.11% | Trim | |
| 2.4% | $72.17M | -7.36% | -13.59% | Trim | |
| 2.1% | $63.90M | +19.20% | -11.09% | Trim | |
| 2.1% | $62.46M | -6.30% | -14.86% | Trim | |
| 2.0% | $60.51M | +13.73% | -9.42% | Trim | |
| 1.9% | $58.12M | -12.56% | +3252.88% | Add | |
| 1.9% | $57.40M | +1.41% | -23.36% | Trim | |
| 1.9% | $56.89M | +9.70% | -12.11% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.