Holdings
PYA Waltman Capital, LLC
As of Jun 30, 2026, PYA Waltman Capital, LLC reported 50 positions worth US$340M. Largest: Berkshire Hathaway Inc., Post Holdings, Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 82,464 | US$41.3M | +2,882 | Jun 30, 2026 |
| Post Holdings, Inc. | 340K | US$30M | +10,433 | Jun 30, 2026 |
| Amazon.com, Inc. | 115K | US$27.4M | +15,666 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 73,069 | US$26.1M | −3,345 | Jun 30, 2026 |
| Markel Group Inc. | 11,797 | US$23M | +399 | Jun 30, 2026 |
| Heico Corporation | 69,745 | US$18M | +7,309 | Jun 30, 2026 |
| Danaher Corporation | 86,039 | US$16.4M | +8,945 | Jun 30, 2026 |
| Transdigm Group Inc. | 11,996 | US$16M | −1,159 | Jun 30, 2026 |
| Johnson & Johnson | 45,046 | US$11.4M | +3,616 | Jun 30, 2026 |
| Roper Technologies, Inc. | 31,188 | US$10.6M | −1,091 | Jun 30, 2026 |