PYA Waltman Capital, LLC

Institutional manager (13F) · CIK 1800135

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $353M

#	Issuer	Value	Shares
1	BERKSHIRE HATHAWAY INC DEL	$38M	79,582
2	POST HLDGS INC	$33M	329,210
3	T ROWE PRICE ETF INC	$30M	832,739
4	MARKEL GROUP INC	$22M	11,398
5	ALPHABET INC	$21M	74,670
6	AMAZON COM INC	$21M	99,203
7	TRANSDIGM GROUP INC	$15M	13,155
8	DANAHER CORP DEL	$15M	77,094
9	HEICO CORP NEW	$13M	62,436
10	S&P GLOBAL INC	$13M	29,969
11	ROPER TECHNOLOGIES INC	$11M	32,279
12	JOHNSON & JOHNSON	$10M	41,430
13	SPROTT ASSET MANAGEMENT LP	$9M	191,270
14	VANGUARD SCOTTSDALE FDS	$6M	105,748
15	AMGEN INC	$5M	13,752
16	PEPSICO INC	$5M	30,881
17	ABBVIE INC	$5M	21,203
18	TEXAS INSTRS INC	$5M	23,386
19	PROCTER & GAMBLE CO	$4M	30,533
20	UNITED PARCEL SVCS INC	$4M	44,431
21	FIDELITY WISE ORIGIN BITCOIN	$4M	65,238
22	HOME DEPOT INC	$4M	11,569
23	CHEVRON CORPORATION	$4M	17,669
24	TOPBUILD COR	$4M	10,334
25	BROADCOM INC	$4M	11,586
26	VAIL RESORTS INC	$3M	26,917
27	NVR INC	$3M	523
28	ETSY INC	$3M	65,773
29	LOCKHEED MARTIN CORP	$3M	5,301
30	GENERAL DYNAMICS CORP	$3M	9,213
31	ALLSTATE CORP	$3M	14,306
32	JPMORGAN CHASE & CO	$3M	9,479
33	APPLE INC	$3M	9,920
34	VANGUARD SCOTTSDALE FDS	$2M	39,954
35	AMERICAN TOWER CORP	$2M	11,479
36	TRAVELERS COMPANIES INC	$2M	6,142
37	PRICE T ROWE GROUP INC	$2M	19,156
38	GRAYSCALE BITCOIN TRUST ETF	$2M	31,882
39	FIDELITY ETHEREUM FD	$2M	80,132
40	VERIZON COMMUNICATIONS INC	$2M	32,744
41	CISCO SYS INC	$2M	20,603
42	NEXTERA ENERGY INC	$1M	16,127
43	MCDONALDS CORP	$1M	4,514
44	MICROSOFT CORP	$1M	3,655
45	INVESCO QQQ TR	$1M	2,100
46	SPDR GOLD TR	$1M	2,670
47	STARBUCKS CORP	$1M	12,457
48	VANGUARD INDEX FDS	$1M	3,363
49	AIR PRODUCTS AND CHEMICALS I	$925k	3,186
50	EXXON MOBIL CORP	$859k	5,060

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.