PYA Waltman Capital, LLC
68 holdingsFiling period: 2026-03-31Current AUM: $386.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 79.6K | $38.1M | $38.1M | 9.88% | +3.2K | 2026-03-31 |
| 2 | POST | POST HLDGS INC | 329.2K | $32.5M | $30.1M | 7.79% | +56.7K | 2026-03-31 |
| 3 | TCAF | T ROWE PRICE ETF INC | 832.7K | $29.6M | $34.6M | 8.95% | -263,073 | 2026-03-31 |
| 4 | MKL | MARKEL GROUP INC | 11.4K | $21.8M | $21.5M | 5.56% | +244 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 74.7K | $21.5M | $26.6M | 6.89% | -401 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 99.2K | $20.7M | $26.9M | 6.98% | +28.8K | 2026-03-31 |
| 7 | TDG | TRANSDIGM GROUP INC | 13.2K | $15.2M | $16.5M | 4.27% | +922 | 2026-03-31 |
| 8 | DHR | DANAHER CORP DEL | 77.1K | $14.6M | $15.0M | 3.89% | +12.5K | 2026-03-31 |
| 9 | HEI/A | HEICO CORP NEW | 62.4K | $13.2M | $13.2M | 3.41% | +1.3K | 2026-03-31 |
| 10 | SPGI | S&P GLOBAL INC | 30.0K | $12.7M | $12.3M | 3.20% | +3.8K | 2026-03-31 |
| 11 | ROP | ROPER TECHNOLOGIES INC | 32.3K | $11.4M | $12.7M | 3.28% | +16.5K | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 41.4K | $10.1M | $10.6M | 2.75% | -354 | 2026-03-31 |
| 13 | CEF | SPROTT ASSET MANAGEMENT LP | 191.3K | $9.1M | $7.7M | 1.98% | -168,064 | 2026-03-31 |
| 14 | VGIT | VANGUARD SCOTTSDALE FDS | 105.7K | $6.3M | $6.2M | 1.60% | +42.7K | 2026-03-31 |
| 15 | AMGN | AMGEN INC | 13.8K | $4.8M | $5.3M | 1.37% | +31 | 2026-03-31 |
| 16 | PEP | PEPSICO INC | 30.9K | $4.8M | $4.3M | 1.12% | +17.2K | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 21.2K | $4.6M | $5.3M | 1.38% | +597 | 2026-03-31 |
| 18 | TXN | TEXAS INSTRS INC | 23.4K | $4.5M | $6.4M | 1.67% | +373 | 2026-03-31 |
| 19 | PG | PROCTER & GAMBLE CO | 30.5K | $4.4M | $4.4M | 1.14% | +16.9K | 2026-03-31 |
| 20 | UPS | UNITED PARCEL SVCS INC | 44.4K | $4.4M | $4.6M | 1.20% | +2.7K | 2026-03-31 |
| 21 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 65.2K | $3.9M | $3.6M | 0.92% | +6.1K | 2026-03-31 |
| 22 | HD | HOME DEPOT INC | 11.6K | $3.8M | $3.8M | 0.99% | +3.1K | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 17.7K | $3.7M | $3.5M | 0.90% | +8.6K | 2026-03-31 |
| 24 | BLD | TOPBUILD COR | 10.3K | $3.6M | $3.6M | 0.94% | +421 | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 11.6K | $3.6M | $4.5M | 1.17% | -4,537 | 2026-03-31 |
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