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Portfolio (Quarterly) Guide ↗

Sather Financial Group Inc

· CIK 0001568540
13F Portfolio $1.7B AUM 154 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 47 Added 24 Reduced 9 Exited
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACTG ACACIA RESH CORP Industrials 15,312.0 $71K 0.00% $4.66 -3.4%
Page 7 of 7  ·  121 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.4%
Financial Services 23.7%
Industrials 14.3%
Consumer Defensive 13.0%
Consumer Cyclical 7.1%
Healthcare 1.2%
Communication Services 0.7%
Energy 0.4%
Utilities 0.1%
Basic Materials 0.0%