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GKAT ADVISORS SER TR

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SCHARF GLOBAL (fund)

6 managers (6 13F filers) reported a position in GKAT shares at 2026-03-31, 2,892,933 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
6
13F filers
6
New
3
Added
2
Reduced
1
Sold out
4
Shares held by filers
2,892,933

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Scharf Investments, LLC2,826,340$115M3.56%+166,90913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,220$826K<0.01%+413F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC17,943$733K0.28%-57013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,460$713K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC5,669$232K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC5,301$217K<0.01%new13F-HRTimeline