Scharf Investments’s Franco-Nevada FNV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$98.5M Sell
472,469
-84,666
-15% -$19.7M 3.25% 13
2026
Q1
$138M Sell
557,135
-135,074
-20% -$33.4M 4.24% 5
2025
Q4
$143M Buy
692,209
+94,465
+16% +$19.2M 3.85% 8
2025
Q3
$133M Buy
597,744
+118,811
+25% +$21.4M 3.35% 13
2025
Q2
$78.5M Buy
+478,933
New +$79.3M 2.26% 22

Other funds holding FNV

Scharf Investments's FNV Position: Q2 2026 in Review

Scharf Investments reduced its Franco-Nevada (FNV) stake by 15% in Q2 2026, selling an estimated $19.7M and leaving 472,469 shares worth $98.5M. The position accounts for 3.25% of the portfolio, ranked #13.

Scharf Investments first reported a position in FNV in Q2 2025 and has held it in 5 quarters since. The position peaked at $143M in Q4 2025. 662 funds tracked by Wall St. Rank hold FNV as of Q2 2026.

  • Scharf Investments held 472,469 shares of Franco-Nevada worth $98.5M as of Q2 2026.
  • Scharf Investments sold 84,666 Franco-Nevada shares in Q2 2026, an estimated $19.7M.
  • Franco-Nevada made up 3.25% of Scharf Investments's portfolio in Q2 2026, its #13 holding.
  • Scharf Investments first reported a position in Franco-Nevada in Q2 2025 and has held it in 5 quarters since.
  • Scharf Investments's Franco-Nevada position peaked at $143M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Franco-Nevada as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.