PYA Waltman Capital, LLC
PYA Waltman Capital, LLC reported 67 holdings worth US$421M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
PYA Waltman Capital, LLC reported 67 holdings worth US$421M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Post Holdings, Inc. and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$421M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 82,464 | US$41.3M | 9.8% |
| Post Holdings, Inc. | 340K | US$30M | 7.1% |
| Amazon.com, Inc. | 115K | US$27.4M | 6.5% |
| Alphabet Inc (google) Class C | 73,069 | US$26.1M | 6.2% |
| Markel Group Inc. | 11,797 | US$23M | 5.5% |
| Heico Corporation | 69,745 | US$18M | 4.3% |
| Danaher Corporation | 86,039 | US$16.4M | 3.9% |
| Transdigm Group Inc. | 11,996 | US$16M | 3.8% |
| Johnson & Johnson | 45,046 | US$11.4M | 2.7% |
| Roper Technologies, Inc. | 31,188 | US$10.6M | 2.5% |
| Texas Instruments Incorporated | 26,794 | US$7.99M | 1.9% |
| Abbvie Inc. | 28,844 | US$7.26M | 1.7% |
| United Parcel Service, Inc. | 62,676 | US$6.74M | 1.6% |
| Amgen Inc. | 17,735 | US$6.42M | 1.5% |
| Procter & Gamble Company (the) | 41,401 | US$6.07M | 1.4% |
| Home Depot, Inc. (the) | 16,810 | US$5.93M | 1.4% |
| Pepsico, Inc. | 39,563 | US$5.36M | 1.3% |
| Broadcom Inc. | 14,024 | US$5.3M | 1.3% |
| Etsy, Inc. | 68,185 | US$5.14M | 1.2% |
| Allstate Corporation (the) | 19,318 | US$4.6M | 1.1% |
| Jp Morgan Chase & Co. | 13,235 | US$4.33M | 1.0% |
| General Dynamics Corporation | 11,650 | US$4.13M | 0.98% |
| T. Rowe Price Group, Inc. | 35,516 | US$4.04M | 0.96% |
| Lockheed Martin Corporation | 7,654 | US$3.9M | 0.93% |
| Chevron Corporation | 23,470 | US$3.89M | 0.93% |
| Vail Resorts, Inc. | 27,733 | US$3.78M | 0.90% |
| Topbuild Corp. | 10,634 | US$3.77M | 0.90% |
| Nvr, Inc. | 517 | US$3.52M | 0.84% |
| Automatic Data Processing, Inc. | 15,405 | US$3.45M | 0.82% |
| Apple Inc | 9,941 | US$2.88M | 0.68% |
| Cme Group Inc. | 11,645 | US$2.57M | 0.61% |
| The Travelers Companies, Inc. | 7,598 | US$2.51M | 0.60% |
| Nextera Energy, Inc. | 21,495 | US$1.89M | 0.45% |
| Air Products And Chemicals, Inc. | 6,326 | US$1.85M | 0.44% |
| Mcdonald's Corporation | 6,860 | US$1.85M | 0.44% |
| Genuine Parts Company | 15,587 | US$1.84M | 0.44% |
| Dick's Sporting Goods Inc | 6,992 | US$1.59M | 0.38% |
| Microsoft Corp. | 3,732 | US$1.39M | 0.33% |
| Ge Aerospace | 2,757 | US$1.03M | 0.25% |
| Ge Vernova Inc. | 688 | US$808K | 0.19% |
| Exxon Mobil Corporation | 4,697 | US$642K | 0.15% |
| Agnico Eagle Mines Limited | 3,836 | US$595K | 0.14% |
| Spx Technologies, Inc. | 2,076 | US$509K | 0.12% |
| Tesla, Inc. | 905 | US$381K | 0.09% |
| Intel Corporation | 2,690 | US$376K | 0.09% |
| Leidos Holdings, Inc. | 3,118 | US$321K | 0.08% |
| Pan American Silver Corp. | 6,812 | US$305K | 0.07% |
| Southern Company (the) | 2,776 | US$266K | 0.06% |
| Science Applications International Corporation | 2,318 | US$256K | 0.06% |
| Regions Financial Corporation | 7,669 | US$232K | 0.06% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
| Bristol-myers Squibb Company | 0 | US$0 | 0.00% |
| American Tower Corporation (reit) | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related