Sather Financial Group Inc
Top Portfolio Positions
95 positions ·
$1,391,577,326 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
384,602 | $184,301,277 | 13.24% | |
| ANET |
Arista Networks, Inc.
Technology
|
847,692 | $104,079,622 | 7.48% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
402,878 | $87,275,461 | 6.27% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
2,127,876 | $86,115,141 | 6.19% | |
| MSFT |
Microsoft Corp
Technology
|
231,692 | $85,765,427 | 6.16% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
990,713 | $71,787,063 | 5.16% | |
| DG |
Dollar General Corp
Consumer Defensive
|
578,703 | $68,709,407 | 4.94% | |
| V |
Visa Inc.
Financial Services
|
224,032 | $67,711,431 | 4.87% | |
| MKL |
Markel Group Inc.
Financial Services
|
27,537 | $52,707,742 | 3.79% | |
| BA |
Boeing Co
Industrials
|
253,665 | $50,486,944 | 3.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PAYC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,766,002 | 310,729 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $42,713,260 | 268,030 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $52,033,959 | 249,995 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $56,110,797 | 242,484 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $57,185,610 | 261,743 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $49,896,666 | 243,434 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $41,307,194 | 247,987 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $23,519,495 | 164,426 | Shares | Sole | 2024-07-24 | |
| No 13F history on record for this holder in this stock. | ||||||