Skip to content
Disclosery

13F-HR filed by PYA Waltman Capital, LLC

PYA Waltman Capital, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 67 holding rows worth $420,553,761.

Accession
0001800135-26-000003
Filer
CIK 1800135
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 67 entries on the cover page, a total value of $420,553,761 stated on the cover page (in dollars after the unit check, H1), rows summing to $420,553,761 with VALUE read as dollars as filed, 13F file number 028-19970. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM82,464$41,264,102dollars as filed
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF87283Q867ETF870,538$35,779,112dollars as filed
POST HLDGS INC737446104COM339,643$29,976,850dollars as filed
Amazon.com, Inc023135106COM114,869$27,377,954dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM71,337$25,493,622dollars as filed
MARKELGROUPINC570535104STOK11,797$23,039,063dollars as filed
HEICO CORP NEW422806208CL A69,745$17,987,925dollars as filed
Danaher Corporation235851102COM86,039$16,388,758dollars as filed
TRANSDIGM GROUP INC COM893641100Stock11,996$15,978,668dollars as filed
S&P GLOBAL INC78409V112COM SHS33,172$13,509,552dollars as filed
Johnson & Johnson478160104COM45,046$11,440,319dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock31,188$10,553,717dollars as filed
SPROTT ASSET MANAGEMENT LP85208R101PHYSICAL GOLD AN204,820$8,239,891dollars as filed
Texas Instruments Incorporated882508104COM26,794$7,986,340dollars as filed
AbbVie,Inc.00287Y109COM28,844$7,258,311dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS117,824$6,949,271dollars as filed
United Parcel Service,Inc. Class B911312106COM62,676$6,737,676dollars as filed
Amgen Inc.031162100COM17,735$6,422,302dollars as filed
Procter & Gamble Co742718109COM41,401$6,071,053dollars as filed
Home Depot, Inc437076102COM16,810$5,928,680dollars as filed
PepsiCo,Inc.713448108COM39,563$5,356,863dollars as filed
Broadcom Inc.11135F101COM14,024$5,297,470dollars as filed
ETSY INC29786A106COM68,185$5,136,364dollars as filed
ALLSTATE CORP COM020002101Stock19,318$4,596,413dollars as filed
JPMorgan Chase & Co46625H100COM13,235$4,332,228dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock11,650$4,126,759dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock35,516$4,037,844dollars as filed
Lockheed Martin Corporation539830109COM7,654$3,899,260dollars as filed
Chevron Corporation166764100COM23,470$3,890,439dollars as filed
INVESCO QQQ TR46090E103COM5,203$3,831,792dollars as filed
VAIL RESORTS INC COM91879Q109Stock27,733$3,775,785dollars as filed
TOPBUILD COR COM89055F103Stock10,634$3,769,895dollars as filed
NVR INC COM62944T105Stock517$3,522,528dollars as filed
Automatic Data Processing,Inc.053015103COM15,405$3,449,950dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS64,923$3,314,340dollars as filed
Apple Inc037833100COM9,941$2,876,528dollars as filed
CME Group Inc. Class A12572Q105COM11,645$2,571,499dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock7,598$2,508,345dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS36,871$2,145,917dollars as filed
NextEra Energy,Inc.65339F101COM21,495$1,886,629dollars as filed
AIR PRODS & CHEMS INC009158106COM6,326$1,854,769dollars as filed
McDonalds Corporation580135101COM6,860$1,854,271dollars as filed
GENUINE PARTS CO COM372460105Stock15,587$1,838,925dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock6,992$1,585,788dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT31,864$1,450,449dollars as filed
Microsoft Corp594918104COM3,732$1,392,111dollars as filed
Fidelity Ethereum Fund31613E103COM83,723$1,317,804dollars as filed
VTI922908769COM3,363$1,244,388dollars as filed
General Electric Company369604301COM2,757$1,030,374dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,670$983,440dollars as filed
GE Vernova Inc.36828A101COM688$808,304dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS50,759$647,681dollars as filed
EXXON MOBIL CORP30231G102COM4,697$642,197dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,752$619,033dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock3,836$595,033dollars as filed
SPX TECHNOLOGIES INC78473E103COM2,076$508,984dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS5,079$465,473dollars as filed
Tesla Motors, Inc88160R101COM905$380,643dollars as filed
Intel Corp458140100COM2,690$375,605dollars as filed
Vanguard Value ETF922908744SHS1,605$349,742dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock3,118$321,060dollars as filed
PAN AMERN SILVER CORP697900108COM6,812$305,109dollars as filed
Vanguard Real Estate922908553SHS3,024$291,604dollars as filed
Southern Company842587107COM2,776$265,691dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock2,318$255,930dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock7,669$231,604dollars as filed
IRENLTDFQ4982L109STOK4,980$227,735dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001800135-26-000003this filing2026-08-14acceptance time not in the bulk data set