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Disclosery

Scharf Investments, LLC: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Scharf Investments, LLC on OTIS, newest first. How the timeline and the estimate are built.

Scharf Investments, LLC held 1,007,995 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,007,995 shares
    Change vs previous 13F -158,574 shares

    2.38% of the 13F portfolio, value $72,172,946.

    13F-HR 0001463746-26-000003 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,166,569 shares
    Change vs previous 13F +21,529 shares

    2.77% of the 13F portfolio, value $89,919,744.

    13F-HR 0001463746-26-000002 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,145,040 shares
    Change vs previous 13F +344,439 shares

    2.69% of the 13F portfolio, value $100,020,225.

    13F-HR 0001463746-26-000001 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 800,601 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $73,200,259.

    13F-HR 0001463746-25-000002 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).