PYA Waltman Capital, LLC: CEF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PYA Waltman Capital, LLC on CEF, newest first. How the timeline and the estimate are built.
PYA Waltman Capital, LLC held 204,820 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 204,820 sharesChange vs previous 13F +13,550 shares
1.96% of the 13F portfolio, value $8,239,891.
13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 191,270 sharesChange vs previous 13F -168,064 shares
2.53% of the 13F portfolio, value $9,127,391.
13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 359,334 sharesChange vs previous 13F -123,226 shares
4.42% of the 13F portfolio, value $16,457,516.
13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 482,560 sharesChange vs previous 13F -10,690 shares
4.74% of the 13F portfolio, value $17,705,142.
13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 493,250 sharesChange vs previous 13F -5,989 shares
4.27% of the 13F portfolio, value $14,846,828.
13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 499,239 sharesChange vs previous 13F -9,899 shares
4.46% of the 13F portfolio, value $14,183,377.
13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 509,138 sharesChange vs previous 13F -13,502 shares
3.9% of the 13F portfolio, value $12,097,119.
13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 522,640 sharesChange vs previous 13F not available
4.18% of the 13F portfolio, value $12,799,459.
13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).