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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001568540

Sather Financial Group Inc

Victoria, TX · File #028-15343

Latest AUM
$1.86B
Positions
135
Top-10 Concentration
60.1%
Filings
12

Sector Allocation

Technology
28.3%$526.0M
Financials
15.1%$281.0M
Industrials
1.4%$25.1M
Healthcare
0.7%$13.3M
Energy
0.1%$2.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHABET INCGOOG683,602$214.5M11.69%
2BERKSHIRE HATHAWAY INC DELBRK-A383,370$192.7M10.50%
3ARISTA NETWORKS INCANET906,633$118.8M6.47%
4MICROSOFT CORPMSFT227,681$110.1M6.00%
5BROOKFIELD CORP11271J1072,119,399$97.3M5.30%
6DOLLAR GEN CORP NEW256677105594,871$79.0M4.30%
7VISA INCV223,964$78.5M4.28%
8MONSTER BEVERAGE CORP NEWMNST1,001,000$76.7M4.18%
9ROSS STORES INCROST414,661$74.7M4.07%
10QUALCOMM INCQCOM358,361$61.3M3.34%
11MARKEL GROUP INCMKL27,478$59.1M3.22%
12MASTERCARD INCORPORATEDMA95,867$54.7M2.98%
13ADOBE INCADBE152,867$53.5M2.91%
14BOEING COBA-PA243,430$52.9M2.88%
15NIKE INCNKE740,924$47.2M2.57%
16PAYPAL HLDGS INCPYPL778,308$45.4M2.48%
17ACCENTURE PLC IRELANDACN165,869$44.5M2.42%
18NXP SEMICONDUCTORS N VNXPI203,462$44.2M2.41%
19ISHARES TR464288828908,958$43.6M2.37%
20PAYCOM SOFTWARE INCPAYC268,030$42.7M2.33%