SCHARF INVESTMENTS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 3.52M | $161.35M |
 | OXY | 2.94M | $120.88M |
 | CNC | 2.12M | $87.37M |
 | SNN | 1.69M | $55.54M |
 | OTIS | 1.15M | $100.02M |
 | HLN | 1.10M | $11.08M |
 | NVS | 963K | $132.76M |
 | UHAL-B | 822K | $38.42M |
 | ZTS | 819K | $103.03M |
 | DIS | 803K | $91.30M |
 | FNV | 692K | $143.48M |
 | UNP | 656K | $151.75M |
 | A | 531K | $72.29M |
 | ORCL | 512K | $99.72M |
 | HSY | 496K | $90.22M |
 | UHAL | 431K | $21.74M |
 | V | 404K | $141.54M |
 | CME | 391K | $106.78M |
 | MSFT | 378K | $182.86M |
 | MMC | 358K | $66.37M |
Brookfield Corporation
BN
Shares Held
3.52M
Value
$161.35M
Occidental Petroleum Corporation
OXY
Shares Held
2.94M
Value
$120.88M
Centene Corporation
CNC
Shares Held
2.12M
Value
$87.37M
Smith & Nephew plc
SNN
Shares Held
1.69M
Value
$55.54M
Otis Worldwide Corporation
OTIS
Shares Held
1.15M
Value
$100.02M
Haleon plc
HLN
Shares Held
1.10M
Value
$11.08M
Novartis AG
NVS
Shares Held
963K
Value
$132.76M
U-Haul Holding Company
UHAL-B
Shares Held
822K
Value
$38.42M
Zoetis Inc.
ZTS
Shares Held
819K
Value
$103.03M
The Walt Disney Company
DIS
Shares Held
803K
Value
$91.30M
Franco-Nevada Corporation
FNV
Shares Held
692K
Value
$143.48M
Union Pacific Corporation
UNP
Shares Held
656K
Value
$151.75M
Agilent Technologies, Inc.
A
Shares Held
531K
Value
$72.29M
Oracle Corporation
ORCL
Shares Held
512K
Value
$99.72M
The Hershey Company
HSY
Shares Held
496K
Value
$90.22M
U-Haul Holding Company
UHAL
Shares Held
431K
Value
$21.74M
Visa Inc.
V
Shares Held
404K
Value
$141.54M
CME Group Inc.
CME
Shares Held
391K
Value
$106.78M
Microsoft Corporation
MSFT
Shares Held
378K
Value
$182.86M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
358K
Value
$66.37M