PYA Waltman Capital, LLC: 13F holdings
CIK 18001352026Q2
| Positions | 67 |
|---|
| Reported value | $420.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 67 (+0 vs prior quarter) |
|---|
| Reported value | $420.6m (+16.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 82,464 | $41.3m | 9.8% |
| TCAF T ROWE PRICE EXCHANGE-TRADED | 870,538 | $35.8m | 8.5% |
| POST POST HLDGS INC | 339,643 | $30.0m | 7.1% |
| AMZN AMAZON COM INC | 114,869 | $27.4m | 6.5% |
| GOOGL ALPHABET INC | 71,337 | $25.5m | 6.1% |
| MKL MARKEL GROUP INC | 11,797 | $23.0m | 5.5% |
| HEI.A HEICO CORP NEW | 69,745 | $18.0m | 4.3% |
| DHR DANAHER CORP DEL | 86,039 | $16.4m | 3.9% |
| TDG TRANSDIGM GROUP INC | 11,996 | $16.0m | 3.8% |
| S&P GLOBAL INC | 33,172 | $13.5m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800135")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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