PYA Waltman Capital, LLC
PYA Waltman Capital, LLC reported 67 positions worth $420.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BRK-B (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $41.3M | 9.81% | 82,464 | — | — | |
| ▸ 2 | TCAF | SH | $35.8M | 8.51% | 870,538 | — | — | |
| ▸ 3 | POST | SH | $30.0M | 7.13% | 339,643 | — | — | |
| ▸ 4 | AMZN | SH | $27.4M | 6.51% | 114,869 | — | — | |
| ▸ 5 | GOOGL | SH | $25.5M | 6.06% | 71,337 | — | — | |
| ▸ 6 | MKL | SH | $23.0M | 5.48% | 11,797 | — | — | |
| ▸ 7 | HEI-A | SH | $18.0M | 4.28% | 69,745 | — | — | |
| ▸ 8 | DHR | SH | $16.4M | 3.90% | 86,039 | — | — | |
| ▸ 9 | TDG | SH | $16.0M | 3.80% | 11,996 | — | — | |
| ▸ 10 | 78409V112 | SH | $13.5M | 3.21% | 33,172 | — | — |
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Frequently Asked Questions
What stocks does PYA Waltman Capital, LLC hold as of Q2 2026?
PYA Waltman Capital, LLC reported 67 positions worth $420.6M in its Q2 2026 13F filing. Largest positions: BRK-B (9.8%), TCAF (8.5%), POST (7.1%), AMZN (6.5%) and GOOGL (6.1%).
What did PYA Waltman Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PYA Waltman Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.