Scharf Investments, LLC filed a Form 13F-HR with the Securities and Exchange Commission on November 12, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the company's principal business address as 16450 Los Gatos Blvd, Suite 207, Los Gatos, CA 95032, and identifies Jason Marcus as the Chief Operating Officer.
The report details a portfolio consisting of 73 equity securities. The top holdings by number of shares include shares of UnitedHealth Group Inc. (91324P102), with 47,700,598 shares; Union Pacific Corp. (907818108), with 132,489,893 shares; and Occidental Petroleum Corp. (674599105), with 1,571,656,222 shares. The filing also lists significant positions in Microsoft Corp. (594918104), with 165,560,957 shares; Meta Platforms Inc. CL A (30303M102), with 160,170,349 shares; and NVIDIA Corporation (67066G104), with 42,923,188 shares.
The filing includes a mix of individual equities and exchange-traded funds. Notable individual stock positions include shares of Archer Aviation Inc. CL A (03945R102), with 67,219 shares; Canadian National Railway Co. (136375102), with 2,410,103 shares; and Eaton Corp. PLC (862858), with 862,858 shares. ETF holdings listed in the report include the Scharf ETF (00770X220), the Scharf Global ETF (00770X212), and the iShares Inc MSCI South Korea ETF (464286772).
