StockDriftsStockDriftsTop 50 Sather Financial Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 11.26% | 391.9K | $196.1M | +1.90%(+7.30K) | $208.52(+140.43%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 10.27% | 506.3K | $178.9M | -21.97%(-142.59K) | $71.37(+380.08%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 6.6% | 676.9K | $115.0M | -20.15%(-170.77K) | $14.98(+1242.86%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.29% | 247.0K | $92.1M | +6.60%(+15.30K) | $169.28(+187.15%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 5.22% | 2.13M | $90.9M | +0.26%(+5.47K) | $22.29(+94.15%) | 2026-06-30 | |
| MNST | MONSTER BEVERAGE CORP NEW | 5.1% | 924.8K | $88.9M | -6.65%(-65.92K) | $47.63(-1.70%) | 2026-06-30 | |
| V | VISA INC | 4.37% | 221.8K | $76.1M | -1.01%(-2.25K) | $233.00(+55.34%) | 2026-06-30 | |
| BA | BOEING CO | 4.28% | 344.7K | $74.6M | +35.87%(+90.99K) | $182.61(+24.72%) | 2026-06-30 | |
| DG | DOLLAR GEN CORP | 3.88% | 586.8K | $67.5M | +1.40%(+8.08K) | $119.13(+0.79%) | 2026-06-30 | |
| IHF | ISHARES TR | 3.4% | 1.07M | $59.2M | +5.08%(+51.69K) | $48.57(+17.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.35% | +49.51% | +9.13% | +54.76% |
| Top 20 Holdings Unweighted | +10.12% | +33.54% | +7.06% | +40.67% |
Sather Financial Group Inc reports $1.74B in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (11.3%), GOOG (10.3%) and ANET (6.6%). The top 20 holdings account for 87.45% of reported assets. Its disclosed equity book has returned +49.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sather Financial Group Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568540). View Sather Financial Group Inc’s 13F filings on SEC