{
  "page": "compare",
  "query": {
    "a": "WRLDX",
    "b": "LOGIX"
  },
  "retrieved_at": "2026-07-07T16:38:14+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Scharf Global Opportunity Fund",
    "ticker": "WRLDX",
    "slug": "WRLDX",
    "series_id": "S000046127",
    "html_url": "https://fundwatcher.app/funds/WRLDX/"
  },
  "fund_b": {
    "name": "Scharf Fund",
    "ticker": "LOGIX",
    "slug": "LOGIX",
    "series_id": "S000035415",
    "html_url": "https://fundwatcher.app/funds/LOGIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7231460981461771165414131202",
    "coverage_b_by_a": "0.7231460981461771165414131201",
    "shared_count": 26,
    "as_of": {
      "a": "2025-06-30",
      "b": "2025-06-30"
    },
    "a_top": [
      {
        "name": "BROOKFIELD CORP CL A",
        "value": "1640880.50",
        "weight": "0.05631466",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "1462416.07",
        "weight": "0.05018980",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1380312.75",
        "weight": "0.04737203",
        "shared": true
      },
      {
        "name": "FISERV INC",
        "value": "1217387.01",
        "weight": "0.04178045",
        "shared": true
      },
      {
        "name": "MARKEL GROUP INC",
        "value": "1200413.36",
        "weight": "0.04119792",
        "shared": true
      },
      {
        "name": "MCKESSON CORP",
        "value": "1187103.60",
        "weight": "0.04074113",
        "shared": true
      },
      {
        "name": "FRANCO-NEVADA CORP",
        "value": "1173667.20",
        "weight": "0.04028000",
        "shared": true
      },
      {
        "name": "HEINEKEN HLDG",
        "value": "1129131.67",
        "weight": "0.03875155",
        "shared": false
      },
      {
        "name": "Novartis AG",
        "value": "1073963.75",
        "weight": "0.03685820",
        "shared": true
      },
      {
        "name": "SAMSUNG ELE-PREF",
        "value": "1042742.29",
        "weight": "0.03578669",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1005543.90",
        "weight": "0.03451005",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "998045.55",
        "weight": "0.03425270",
        "shared": true
      },
      {
        "name": "Smith & Nephew PLC",
        "value": "996096.20",
        "weight": "0.03418580",
        "shared": true
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "922749.65",
        "weight": "0.03166857",
        "shared": true
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "906789.80",
        "weight": "0.03112083",
        "shared": true
      },
      {
        "name": "FIRST AM-TR OB-Z",
        "value": "870039.69",
        "weight": "0.02985957",
        "shared": true
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "867052.44",
        "weight": "0.02975705",
        "shared": true
      },
      {
        "name": "ASSA ABLOY AB SER B",
        "value": "798867.51",
        "weight": "0.02741696",
        "shared": false
      },
      {
        "name": "COMMSTCK",
        "value": "765503.20",
        "weight": "0.02627190",
        "shared": false
      },
      {
        "name": "HALEON PLC SPONS ADR",
        "value": "743269.75",
        "weight": "0.02550885",
        "shared": false
      },
      {
        "name": "Sony Group Corp. SPON ADR EACH REPR 1 ORD",
        "value": "736909.30",
        "weight": "0.02529057",
        "shared": false
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "719153.50",
        "weight": "0.02468119",
        "shared": true
      },
      {
        "name": "ADOBE INC",
        "value": "654600.96",
        "weight": "0.02246576",
        "shared": true
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "642605.64",
        "weight": "0.02205408",
        "shared": true
      },
      {
        "name": "AON PLC",
        "value": "630751.68",
        "weight": "0.02164726",
        "shared": true
      },
      {
        "name": "U-HAUL HOLDING CO",
        "value": "589207.69",
        "weight": "0.02022148",
        "shared": true
      },
      {
        "name": "COMPASS GROUP",
        "value": "557421.72",
        "weight": "0.01913059",
        "shared": false
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "556060.84",
        "weight": "0.01908389",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "550627.05",
        "weight": "0.01889740",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "539307.52",
        "weight": "0.01850892",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "460234.56",
        "weight": "0.01579515",
        "shared": false
      },
      {
        "name": "SAMSUNG ELECTRONICS CO LTD",
        "value": "429801.42",
        "weight": "0.01475069",
        "shared": true
      },
      {
        "name": "SLB LTD",
        "value": "399854.00",
        "weight": "0.01372290",
        "shared": false
      },
      {
        "name": "CENTENE CORP",
        "value": "289203.84",
        "weight": "0.00992541",
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      }
    ],
    "b_top": [
      {
        "name": "MCKESSON CORP",
        "value": "29891561.76",
        "weight": "0.06979143",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "25157505.57",
        "weight": "0.05873826",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "24556645.04",
        "weight": "0.05733536",
        "shared": true
      },
      {
        "name": "FISERV INC",
        "value": "21773658.90",
        "weight": "0.05083758",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "21006844.92",
        "weight": "0.04904721",
        "shared": true
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "20661484.23",
        "weight": "0.04824085",
        "shared": true
      },
      {
        "name": "BROOKFIELD CORP CL A",
        "value": "20307952.70",
        "weight": "0.04741542",
        "shared": true
      },
      {
        "name": "MARKEL GROUP INC",
        "value": "19466270.56",
        "weight": "0.04545025",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "18284719.95",
        "weight": "0.04269154",
        "shared": true
      },
      {
        "name": "Novartis AG",
        "value": "18059169.37",
        "weight": "0.04216492",
        "shared": true
      },
      {
        "name": "AIR PRODUCTS and CHEMICALS INC",
        "value": "16654514.76",
        "weight": "0.03888530",
        "shared": true
      },
      {
        "name": "HEINEKEN NV",
        "value": "14989544.82",
        "weight": "0.03499789",
        "shared": false
      },
      {
        "name": "TREASURY BILL",
        "value": "14984384.56",
        "weight": "0.03498585",
        "shared": false
      },
      {
        "name": "CME GROUP INC CL A",
        "value": "13870576.50",
        "weight": "0.03238530",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "12147523.56",
        "weight": "0.02836229",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "11053656.97",
        "weight": "0.02580830",
        "shared": true
      },
      {
        "name": "HERSHEY CO/THE",
        "value": "11006633.75",
        "weight": "0.02569851",
        "shared": false
      },
      {
        "name": "ADOBE INC",
        "value": "10716576.00",
        "weight": "0.02502128",
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      },
      {
        "name": "U-HAUL HOLDING CO",
        "value": "10563275.45",
        "weight": "0.02466335",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "10328485.14",
        "weight": "0.02411516",
        "shared": false
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "10148537.72",
        "weight": "0.02369501",
        "shared": true
      },
      {
        "name": "AON PLC",
        "value": "9509437.80",
        "weight": "0.02220283",
        "shared": true
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "9052727.68",
        "weight": "0.02113649",
        "shared": true
      },
      {
        "name": "FRANCO-NEVADA CORP",
        "value": "8788079.04",
        "weight": "0.02051859",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "8641569.00",
        "weight": "0.02017651",
        "shared": true
      },
      {
        "name": "SAMSUNG ELE-PREF",
        "value": "8383017.19",
        "weight": "0.01957284",
        "shared": true
      },
      {
        "name": "Smith & Nephew PLC",
        "value": "8152787.64",
        "weight": "0.01903529",
        "shared": true
      },
      {
        "name": "CENTENE CORP",
        "value": "6706728.24",
        "weight": "0.01565901",
        "shared": true
      },
      {
        "name": "FIRST AM-TR OB-Z",
        "value": "6078126.39",
        "weight": "0.01419133",
        "shared": true
      },
      {
        "name": "DONALDSON CO INC",
        "value": "4520649.10",
        "weight": "0.01055490",
        "shared": false
      },
      {
        "name": "SAMSUNG ELECTRONICS CO LTD",
        "value": "2835803.20",
        "weight": "0.00662109",
        "shared": true
      },
      {
        "name": "KENVUE INC",
        "value": "20.93",
        "weight": "0.00000005",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001145549-25-051670",
      "as_of": "2025-06-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000114554925051670/0001145549-25-051670-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001145549-25-051669",
      "as_of": "2025-06-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1027596/000114554925051669/0001145549-25-051669-index.htm"
    }
  ]
}