JY
KAT

Jeff Yass’s Scharf ETF KAT Stock Holding History

Jeff Yass’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
202,045
+179,604
+800% +$9.89M ﹤0.01% 3265
2026
Q1 		$1.2M Sell
22,441
-2,729
-11% -$152K ﹤0.01% 7408
2025
Q4 		$1.38M Buy
25,170
+21,544
+594% +$1.18M ﹤0.01% 6433
2025
Q3 		$204K Buy
+3,626
New +$200K ﹤0.01% 10949

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $304M AUM 28.64% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Jeff Yass's KAT Position: Q2 2026 in Review

Jeff Yass increased its Scharf ETF (KAT) stake by 800% in Q2 2026, buying an estimated $9.89M and bringing the position to 202,045 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Jeff Yass first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Jeff Yass held 202,045 shares of Scharf ETF worth $10.9M as of Q2 2026.
  • Jeff Yass bought 179,604 Scharf ETF shares in Q2 2026, an estimated $9.89M.
  • Scharf ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3265 holding.
  • Jeff Yass first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.