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Disclosery

PYA Waltman Capital, LLC: GD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PYA Waltman Capital, LLC on GD, newest first. How the timeline and the estimate are built.

PYA Waltman Capital, LLC held 11,650 GD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,650 shares
    Change vs previous 13F +2,437 shares

    0.98% of the 13F portfolio, value $4,126,759.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,213 shares
    Change vs previous 13F -82 shares

    0.88% of the 13F portfolio, value $3,161,942.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,295 shares
    Change vs previous 13F +181 shares

    0.84% of the 13F portfolio, value $3,129,094.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,114 shares
    Change vs previous 13F +435 shares

    0.83% of the 13F portfolio, value $3,107,754.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,679 shares
    Change vs previous 13F +656 shares

    0.73% of the 13F portfolio, value $2,531,316.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,023 shares
    Change vs previous 13F +399 shares

    0.69% of the 13F portfolio, value $2,187,017.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,624 shares
    Change vs previous 13F +171 shares

    0.65% of the 13F portfolio, value $2,008,717.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,453 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,252,394.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).