Sather Financial Group Inc
Top Portfolio Positions
94 positions ·
$1,207,276,049 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ANET |
Arista Networks, Inc.
Technology
|
847,692 | $104,079,622 | 8.62% |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
402,878 | $87,275,461 | 7.23% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
2,127,876 | $86,115,141 | 7.13% |
| MSFT |
Microsoft Corp
Technology
|
231,692 | $85,765,427 | 7.10% |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
990,713 | $71,787,063 | 5.95% |
| DG |
Dollar General Corp
Consumer Defensive
|
578,703 | $68,709,407 | 5.69% |
| V |
Visa Inc.
Financial Services
|
224,032 | $67,711,431 | 5.61% |
| MKL |
Markel Group Inc.
Financial Services
|
27,537 | $52,707,742 | 4.37% |
| BA |
Boeing Co
Industrials
|
253,665 | $50,486,944 | 4.18% |
| MA |
Mastercard Inc
Financial Services
|
99,122 | $49,527,298 | 4.10% |
Holdings in SPGI
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,390,491 | 76,152 | Shares | Sole | 2026-04-29 | |
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