§ 13F · FUND PROFILE
Sather Financial Group Inc.
AUM · $1.7B (13F)Positions · 154Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 392K | $196M | 11.3% | +2% |
| 2 | GOOG | ALPHABET INC | 506K | $179M | 10.3% | −22% |
| 3 | ANET | ARISTA NETWORKS INC | 676K | $115M | 6.6% | −20% |
| 4 | MSFT | MICROSOFT CORP | 246K | $92M | 5.3% | +7% |
| 5 | BN | BROOKFIELD CORP | 2.13M | $91M | 5.2% | ±0% |
| 6 | MNST | MONSTER BEVERAGE CORP NEW | 925K | $89M | 5.1% | −7% |
| 7 | V | VISA INC | 222K | $76M | 4.4% | −1% |
| 8 | BA | BOEING CO | 345K | $75M | 4.3% | +36% |
| 9 | DG | DOLLAR GEN CORP | 587K | $68M | 3.9% | +1% |
| 10 | IHF | ISHARES TR | 1.07M | $59M | 3.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SATHER SIGNAL
AC read
Sather Financial Group Inc is a Other fund managing $1.7 billion in assets. The fund runs a portfolio of 154 positions.
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