Sather Financial Group Inc Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings Comparison

The investment landscape is constantly changing, with new opportunities and challenges arising at every turn. It's essential for investors and financial professionals to stay updated on the latest developments in the market. One way to gain insight into these changes is by examining the Form 13F filings, which provide information on the holdings of institutional investment managers with at least $100 million in assets under management.

In this article, we'll delve into the second and third quarter 2023 13F filings of Sather Financial Group Inc, a prominent investment firm. We'll analyze the changes in their holdings, highlighting the notable shifts in their portfolio. Although we won't be referring to the specific data or table, the information presented in this article is derived from the disclosed 13F filings.

Berkshire Hathaway Inc: A Stable Holding

One of the significant holdings in Sather Financial Group Inc's portfolio is Berkshire Hathaway Inc (BRK-B). In Q2 2023, they held 372,688 shares, with a value of $127,086,000. The number of shares slightly decreased to 363,190 in Q3 2023, with a value of $127,225,000, representing a minimal change of 0.1%. Despite this marginal reduction, Berkshire Hathaway Inc remains a stable and valuable asset for Sather Financial Group Inc.

Alphabet Inc: A Slight Positive Change

Alphabet Inc (GOOG) is another notable holding in Sather Financial Group Inc's portfolio. In Q2 2023, they held 776,298 shares with a value of $93,908,000. However, in Q3 2023, the number of shares decreased slightly to 771,460, but the value increased to $101,717,000. This represents a positive change of 8.3% in value.

Microsoft Corp: A Decrease in Holdings

Sather Financial Group Inc had a decrease in their holdings of Microsoft Corp (MSFT) between Q2 2023 and Q3 2023. In Q2 2023, they held 269,130 shares, valued at $91,649,000. However, in Q3 2023, the number of shares decreased to 250,457, with a value of $79,081,000. This indicates a decrease of 13.7% in value.

Arista Networks Inc: A Modest Increase

The holdings of Arista Networks Inc (ANET) also saw a slight increase in value. In Q2 2023, Sather Financial Group Inc held 319,514 shares, valued at $51,780,000. In Q3 2023, the number of shares increased to 292,982, with a value of $53,888,000. This represents a 4.1% increase in value.

Adobe Inc: A Minimal Change

Sather Financial Group Inc's holdings of Adobe Inc (ADBE) experienced a minimal change between Q2 2023 and Q3 2023. In Q2 2023, they held 102,271 shares, valued at $50,009,000. In Q3 2023, the number of shares decreased slightly to 100,798, but the value increased to $51,396,000. This indicates a modest increase of 2.8% in value.

Ross Stores Inc: A Significant Increase in Holdings

Sather Financial Group Inc significantly increased their holdings of Ross Stores Inc (ROST) between Q2 2023 and Q3 2023. In Q2 2023, they held 389,382 shares, with a value of $43,661,000. However, in Q3 2023, the number of shares jumped to 423,987, with a value of $47,889,000. This represents a substantial increase of 9.7% in value, reflecting Sather Financial Group Inc's confidence in the company.

These are just a few examples of the holdings and changes in Sather Financial Group Inc's portfolio. The 13F filings provide a comprehensive view of their investments, allowing investors and financial professionals to gauge their strategies and market sentiment. By studying these changes, market participants can gain valuable insights to inform their own investment decisions.

In conclusion, Sather Financial Group Inc's second-quarter to third-quarter 2023 13F filings showcase their dynamic approach to investing. While some holdings experienced minor changes, others saw significant increases or decreases. This demonstrates the ever-evolving nature of the investment landscape and the importance of staying informed. Whether you're an experienced investor or just starting your financial journey, keeping an eye on such 13F filings can provide valuable data and insights to make informed investment decisions.