Filed: 11/14/2025ACC: 0001800135-25-000011
📋 What this filing means
PYA WALTMAN CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $373.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$373.17M
Total AUM (reported)
3.27M
Total Shares
Allocation by class
COM$215.53M57.8%
CL B NEW$39.18M10.5%
CAP APPRECIATION$31.68M8.5%
CAP STK CL A$19.16M5.1%
PHYSICAL GOLD AN$17.71M4.7%
CL A$16.25M4.4%
SHS$10.29M2.8%
Portfolio Concentration
Top 3$103.27M27.7%
4–10$120.34M32.2%
11–25$87.22M23.4%
Rest$62.34M16.7%
Top 3 weight
27.7%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 3.27M
Sole
Full voting authority
34.65K
shares
% of voting shares1.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.24M
shares
% of voting shares98.9%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 98.9% of voting shares
Institutional Holdings80
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares77.94K
TypeSH
Market value$39.18M
10.50%
Sole
732.00
Shared
0.00
None
77.21K
POST HLDGS INC
SOLEShares301.54K
TypeSH
Market value$32.41M
8.68%
Sole
3.31K
Shared
0.00
None
298.23K
T ROWE PRICE ETF INC
SOLEShares840.25K
TypeSH
Market value$31.68M
8.49%
Sole
12.25K
Shared
0.00
None
827.99K
MARKEL GROUP INC
SOLEShares11.38K
TypeSH
Market value$21.74M
5.83%
Sole
124.00
Shared
0.00
None
11.25K
ALPHABET INC
SOLEShares78.80K
TypeSH
Market value$19.16M
5.13%
Sole
690.00
Shared
0.00
None
78.11K
SPROTT ASSET MANAGEMENT LP
SOLEShares482.56K
TypeSH
Market value$17.71M
4.74%
Sole
6.46K
Shared
0.00
None
476.10K
TRANSDIGM GROUP INC
SOLEShares12.48K
TypeSH
Market value$16.45M
4.41%
Sole
131.00
Shared
0.00
None
12.35K
HEICO CORP NEW
SOLEShares62.98K
TypeSH
Market value$16.00M
4.29%
Sole
702.00
Shared
0.00
None
62.28K
AMAZON COM INC
SOLEShares72.67K
TypeSH
Market value$15.96M
4.28%
Sole
902.00
Shared
0.00
None
71.77K
ROPER TECHNOLOGIES INC
SOLEShares26.72K
TypeSH
Market value$13.32M
3.57%
Sole
348.00
Shared
0.00
None
26.37K
DANAHER CORPORATION
SOLEShares65.30K
TypeSH
Market value$12.95M
3.47%
Sole
624.00
Shared
0.00
None
64.67K
S&P GLOBAL INC
SOLEShares24.33K
TypeSH
Market value$11.84M
3.17%
Sole
242.00
Shared
0.00
None
24.09K
JOHNSON & JOHNSON
SOLEShares43.72K
TypeSH
Market value$8.11M
2.17%
Sole
305.00
Shared
0.00
None
43.42K
VAIL RESORTS INC
SOLEShares45.20K
TypeSH
Market value$6.76M
1.81%
Sole
616.00
Shared
0.00
None
44.59K
BROADCOM INC
SOLEShares19.62K
TypeSH
Market value$6.47M
1.73%
Sole
0.00
Shared
0.00
None
19.62K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares55.24K
TypeSH
Market value$5.51M
1.48%
Sole
309.00
Shared
0.00
None
54.93K
ABBVIE INC
SOLEShares20.83K
TypeSH
Market value$4.82M
1.29%
Sole
22.00
Shared
0.00
None
20.80K
NVR INC
SOLEShares547.00
TypeSH
Market value$4.39M
1.18%
Sole
0.00
Shared
0.00
None
547.00
HOME DEPOT INC
SOLEShares10.34K
TypeSH
Market value$4.19M
1.12%
Sole
7.00
Shared
0.00
None
10.33K
TOPBUILD CORP
SOLEShares10.40K
TypeSH
Market value$4.07M
1.09%
Sole
101.00
Shared
0.00
None
10.30K
JPMORGAN CHASE & CO.
SOLEShares12.57K
TypeSH
Market value$3.96M
1.06%
Sole
1.00
Shared
0.00
None
12.57K
VANGUARD SCOTTSDALE FDS
SOLEShares63.03K
TypeSH
Market value$3.78M
1.01%
Sole
1.78K
Shared
0.00
None
61.26K
NOMAD FOODS LTD
SOLEShares273.25K
TypeSH
Market value$3.59M
0.96%
Sole
2.70K
Shared
0.00
None
270.55K
ALLSTATE CORP
SOLEShares16.22K
TypeSH
Market value$3.48M
0.93%
Sole
0.00
Shared
0.00
None
16.22K
TEXAS INSTRS INC
SOLEShares17.89K
TypeSH
Market value$3.29M
0.88%
Sole
1.00
Shared
0.00
None
17.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 77.94K | SH | $39.18M 10.50% | 732.00 | 0.00 | 77.21K |
POST HLDGS INCSOLE | COM | 301.54K | SH | $32.41M 8.68% | 3.31K | 0.00 | 298.23K |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 840.25K | SH | $31.68M 8.49% | 12.25K | 0.00 | 827.99K |
MARKEL GROUP INCSOLE | COM | 11.38K | SH | $21.74M 5.83% | 124.00 | 0.00 | 11.25K |
ALPHABET INCSOLE | CAP STK CL A | 78.80K | SH | $19.16M 5.13% | 690.00 | 0.00 | 78.11K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD AN | 482.56K | SH | $17.71M 4.74% | 6.46K | 0.00 | 476.10K |
TRANSDIGM GROUP INCSOLE | COM | 12.48K | SH | $16.45M 4.41% | 131.00 | 0.00 | 12.35K |
HEICO CORP NEWSOLE | CL A | 62.98K | SH | $16.00M 4.29% | 702.00 | 0.00 | 62.28K |
AMAZON COM INCSOLE | COM | 72.67K | SH | $15.96M 4.28% | 902.00 | 0.00 | 71.77K |
ROPER TECHNOLOGIES INCSOLE | COM | 26.72K | SH | $13.32M 3.57% | 348.00 | 0.00 | 26.37K |
DANAHER CORPORATIONSOLE | COM | 65.30K | SH | $12.95M 3.47% | 624.00 | 0.00 | 64.67K |
S&P GLOBAL INCSOLE | COM | 24.33K | SH | $11.84M 3.17% | 242.00 | 0.00 | 24.09K |
JOHNSON & JOHNSONSOLE | COM | 43.72K | SH | $8.11M 2.17% | 305.00 | 0.00 | 43.42K |
VAIL RESORTS INCSOLE | COM | 45.20K | SH | $6.76M 1.81% | 616.00 | 0.00 | 44.59K |
BROADCOM INCSOLE | COM | 19.62K | SH | $6.47M 1.73% | 0.00 | 0.00 | 19.62K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 55.24K | SH | $5.51M 1.48% | 309.00 | 0.00 | 54.93K |
ABBVIE INCSOLE | COM | 20.83K | SH | $4.82M 1.29% | 22.00 | 0.00 | 20.80K |
NVR INCSOLE | COM | 547.00 | SH | $4.39M 1.18% | 0.00 | 0.00 | 547.00 |
HOME DEPOT INCSOLE | COM | 10.34K | SH | $4.19M 1.12% | 7.00 | 0.00 | 10.33K |
TOPBUILD CORPSOLE | COM | 10.40K | SH | $4.07M 1.09% | 101.00 | 0.00 | 10.30K |
JPMORGAN CHASE & CO.SOLE | COM | 12.57K | SH | $3.96M 1.06% | 1.00 | 0.00 | 12.57K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 63.03K | SH | $3.78M 1.01% | 1.78K | 0.00 | 61.26K |
NOMAD FOODS LTDSOLE | USD ORD SHS | 273.25K | SH | $3.59M 0.96% | 2.70K | 0.00 | 270.55K |
ALLSTATE CORPSOLE | COM | 16.22K | SH | $3.48M 0.93% | 0.00 | 0.00 | 16.22K |
TEXAS INSTRS INCSOLE | COM | 17.89K | SH | $3.29M 0.88% | 1.00 | 0.00 | 17.89K |
Page 1 of 4