PYA Waltman Capital, LLC
CIK 1800135
13F filing for Q2 2026・No. 4,350
- Holdings
- US$420.55M
- Quarter change
- +US$59.85M
- Entries
- 67
- Net bought (estimate)
- +US$38.84M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 7
- Cut 11
- Added 42
- Corporate actions 0
- Unchanged 7
Largest holdings
67 stocks worth US$420.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 82,464 | US$41.26M | 9.81% |
| T ROWE PRICE EXCHANGE-TRADEDCAP APPRECIATION | Added | 870,538 | US$35.78M | 8.51% |
| POSTPOST HLDGS INCCOM | Added | 339,643 | US$29.98M | 7.13% |
| AMZNAmazonCOM | Added | 114,869 | US$27.38M | 6.51% |
| GOOGLAlphabetCAP STK CL A | Cut | 71,337 | US$25.49M | 6.06% |
| MKLMARKEL GROUP INCCOM | Added | 11,797 | US$23.04M | 5.48% |
| HEI.AHEICO CORP NEWCL A | Added | 69,745 | US$17.99M | 4.28% |
| DHRDANAHER CORP DELCOM | Added | 86,039 | US$16.39M | 3.90% |
| TDGTRANSDIGM GROUP INCCOM | Cut | 11,996 | US$15.98M | 3.80% |
| S&P GLOBAL INCCOM SHS | New | 33,172 | US$13.51M | 3.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.