Sather Financial Group
Sather Financial Group reported 123 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are BRK.B (11.1%), GOOG (9.5%) and MSFT (7.2%). Compared with Q2 2026, the fund opened new positions in SPGI, XOM and AMD, added to BRK.B, MSFT and BN, trimmed GOOG, ANET and V and sold out of NKE, SPGI and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $198M | 11.1% | 397K | +5,267 (+1%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $169M | 9.5% | 497K | −9,633 (−2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $128M | 7.2% | 249K | +2,493 (+1%) | 8 of 8 | |
| 4 |  ANET Arista Networks Inc | $103M | 5.8% | 504K | −173K (−26%) | 8 of 8 | |
| 5 |  BN Brookfield Corp Fclass A | $80M | 4.5% | 2.2M | +61K (+3%) | 8 of 8 | |
| 6 |  V Visa Inc | $79.6M | 4.5% | 222K | −280 (−0%) | 8 of 8 | |
| 7 |  PAYC Paycom Software Inc | $74.5M | 4.2% | 342K | −42K (−11%) | 8 of 8 | |
| 8 |  BA Boeing Co | $74.3M | 4.2% | 399K | +54K (+16%) | 8 of 8 | |
| 9 |  DG Dollar Gen Corp New | $70.3M | 4.0% | 588K | +1,437 (+0%) | 8 of 8 | |
| 10 |  QCOM Qualcomm Inc | $65.7M | 3.7% | 357K | +82K (+30%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NKE Nike Inc | $42.8M | 1M |
 SPGI S&P Global Inc | $32.9M | 81K |
 XOM Exxon Mobil Corp | $681K | 4,977 |
 SRE Sempra | $320K | 3,453 |
 AXP American Express Co | $249K | 735 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sather Financial Group 13F FAQ
What does Sather Financial Group own?
Sather Financial Group reported 123 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are BRK.B (11.1%), GOOG (9.5%) and MSFT (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Sather Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 29 added to, 35 trimmed and 10 sold out. New positions include SPGI, XOM and AMD. It sold all of NKE, SPGI and XOM.
When will Sather Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sather Financial Group's portfolio worth?
The Q3 2026 filing reports $1.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.