Filed: 5/13/2026ACC: 0001800135-26-000002
📋 What this filing means
PYA WALTMAN CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $360.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$360.71M
Total AUM (reported)
2.80M
Total Shares
Allocation by class
COM$222.37M61.6%
CL B NEW$38.14M10.6%
CAP APPRECIATION$29.64M8.2%
CAP STK CL A$21.47M6.0%
CL A$13.18M3.7%
PHYSICAL GOLD AN$9.13M2.5%
SHS$6.35M1.8%
Portfolio Concentration
Top 3$100.32M27.8%
4–10$119.74M33.2%
11–25$83.07M23.0%
Rest$57.58M16.0%
Top 3 weight
27.8%
Top 10 weight
61.0%
Voting Authority Distribution
Total shares with voting rights: 2.80M
Sole
Full voting authority
28.60K
shares
% of voting shares1.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.77M
shares
% of voting shares99.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 99.0% of voting shares
Institutional Holdings67
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares79.58K
TypeSH
Market value$38.14M
10.57%
Sole
911.00
Shared
0.00
None
78.67K
POST HLDGS INC
SOLEShares329.21K
TypeSH
Market value$32.55M
9.02%
Sole
3.42K
Shared
0.00
None
325.79K
T ROWE PRICE ETF INC
SOLEShares832.74K
TypeSH
Market value$29.64M
8.22%
Sole
12.47K
Shared
0.00
None
820.27K
MARKEL GROUP INC
SOLEShares11.40K
TypeSH
Market value$21.82M
6.05%
Sole
128.00
Shared
0.00
None
11.27K
ALPHABET INC
SOLEShares74.67K
TypeSH
Market value$21.47M
5.95%
Sole
795.00
Shared
0.00
None
73.88K
AMAZON COM INC
SOLEShares99.20K
TypeSH
Market value$20.66M
5.73%
Sole
1.58K
Shared
0.00
None
97.63K
TRANSDIGM GROUP INC
SOLEShares13.15K
TypeSH
Market value$15.25M
4.23%
Sole
137.00
Shared
0.00
None
13.02K
DANAHER CORP DEL
SOLEShares77.09K
TypeSH
Market value$14.62M
4.05%
Sole
1.17K
Shared
0.00
None
75.93K
HEICO CORP NEW
SOLEShares62.44K
TypeSH
Market value$13.18M
3.65%
Sole
684.00
Shared
0.00
None
61.75K
S&P GLOBAL INC
SOLEShares29.97K
TypeSH
Market value$12.75M
3.53%
Sole
308.00
Shared
0.00
None
29.66K
ROPER TECHNOLOGIES INC
SOLEShares32.28K
TypeSH
Market value$11.42M
3.17%
Sole
621.00
Shared
0.00
None
31.66K
JOHNSON & JOHNSON
SOLEShares41.43K
TypeSH
Market value$10.13M
2.81%
Sole
1.00
Shared
0.00
None
41.43K
SPROTT ASSET MANAGEMENT LP
SOLEShares191.27K
TypeSH
Market value$9.13M
2.53%
Sole
2.23K
Shared
0.00
None
189.04K
VANGUARD SCOTTSDALE FDS
SOLEShares105.75K
TypeSH
Market value$6.30M
1.75%
Sole
0.00
Shared
0.00
None
105.75K
AMGEN INC
SOLEShares13.75K
TypeSH
Market value$4.84M
1.34%
Sole
245.00
Shared
0.00
None
13.51K
PEPSICO INC
SOLEShares30.88K
TypeSH
Market value$4.80M
1.33%
Sole
208.00
Shared
0.00
None
30.67K
ABBVIE INC
SOLEShares21.20K
TypeSH
Market value$4.61M
1.28%
Sole
22.00
Shared
0.00
None
21.18K
TEXAS INSTRS INC
SOLEShares23.39K
TypeSH
Market value$4.54M
1.26%
Sole
15.00
Shared
0.00
None
23.37K
PROCTER & GAMBLE CO
SOLEShares30.53K
TypeSH
Market value$4.41M
1.22%
Sole
0.00
Shared
0.00
None
30.53K
UNITED PARCEL SVCS INC
SOLEShares44.43K
TypeSH
Market value$4.37M
1.21%
Sole
346.00
Shared
0.00
None
44.09K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares65.24K
TypeSH
Market value$3.85M
1.07%
Sole
318.00
Shared
0.00
None
64.92K
HOME DEPOT INC
SOLEShares11.57K
TypeSH
Market value$3.80M
1.05%
Sole
1.00
Shared
0.00
None
11.57K
CHEVRON CORPORATION
SOLEShares17.67K
TypeSH
Market value$3.66M
1.01%
Sole
1.00
Shared
0.00
None
17.67K
TOPBUILD COR
SOLEShares10.33K
TypeSH
Market value$3.63M
1.01%
Sole
105.00
Shared
0.00
None
10.23K
BROADCOM INC
SOLEShares11.59K
TypeSH
Market value$3.59M
0.99%
Sole
0.00
Shared
0.00
None
11.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 79.58K | SH | $38.14M 10.57% | 911.00 | 0.00 | 78.67K |
POST HLDGS INCSOLE | COM | 329.21K | SH | $32.55M 9.02% | 3.42K | 0.00 | 325.79K |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 832.74K | SH | $29.64M 8.22% | 12.47K | 0.00 | 820.27K |
MARKEL GROUP INCSOLE | COM | 11.40K | SH | $21.82M 6.05% | 128.00 | 0.00 | 11.27K |
ALPHABET INCSOLE | CAP STK CL A | 74.67K | SH | $21.47M 5.95% | 795.00 | 0.00 | 73.88K |
AMAZON COM INCSOLE | COM | 99.20K | SH | $20.66M 5.73% | 1.58K | 0.00 | 97.63K |
TRANSDIGM GROUP INCSOLE | COM | 13.15K | SH | $15.25M 4.23% | 137.00 | 0.00 | 13.02K |
DANAHER CORP DELSOLE | COM | 77.09K | SH | $14.62M 4.05% | 1.17K | 0.00 | 75.93K |
HEICO CORP NEWSOLE | CL A | 62.44K | SH | $13.18M 3.65% | 684.00 | 0.00 | 61.75K |
S&P GLOBAL INCSOLE | COM | 29.97K | SH | $12.75M 3.53% | 308.00 | 0.00 | 29.66K |
ROPER TECHNOLOGIES INCSOLE | COM | 32.28K | SH | $11.42M 3.17% | 621.00 | 0.00 | 31.66K |
JOHNSON & JOHNSONSOLE | COM | 41.43K | SH | $10.13M 2.81% | 1.00 | 0.00 | 41.43K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD AN | 191.27K | SH | $9.13M 2.53% | 2.23K | 0.00 | 189.04K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 105.75K | SH | $6.30M 1.75% | 0.00 | 0.00 | 105.75K |
AMGEN INCSOLE | COM | 13.75K | SH | $4.84M 1.34% | 245.00 | 0.00 | 13.51K |
PEPSICO INCSOLE | COM | 30.88K | SH | $4.80M 1.33% | 208.00 | 0.00 | 30.67K |
ABBVIE INCSOLE | COM | 21.20K | SH | $4.61M 1.28% | 22.00 | 0.00 | 21.18K |
TEXAS INSTRS INCSOLE | COM | 23.39K | SH | $4.54M 1.26% | 15.00 | 0.00 | 23.37K |
PROCTER & GAMBLE COSOLE | COM | 30.53K | SH | $4.41M 1.22% | 0.00 | 0.00 | 30.53K |
UNITED PARCEL SVCS INCSOLE | CL B | 44.43K | SH | $4.37M 1.21% | 346.00 | 0.00 | 44.09K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 65.24K | SH | $3.85M 1.07% | 318.00 | 0.00 | 64.92K |
HOME DEPOT INCSOLE | COM | 11.57K | SH | $3.80M 1.05% | 1.00 | 0.00 | 11.57K |
CHEVRON CORPORATIONSOLE | COM | 17.67K | SH | $3.66M 1.01% | 1.00 | 0.00 | 17.67K |
TOPBUILD CORSOLE | COM | 10.33K | SH | $3.63M 1.01% | 105.00 | 0.00 | 10.23K |
BROADCOM INCSOLE | COM | 11.59K | SH | $3.59M 0.99% | 0.00 | 0.00 | 11.59K |
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