Skip to content
Disclosery

PYA Waltman Capital, LLC: HD position timeline

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

PYA Waltman Capital, LLC held 16,810 HD 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 16,810 shares
    Change vs previous 13F +5,241 shares

    1.41% of the 13F portfolio, value $5,928,680.

    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 11,569 shares
    Change vs previous 13F +3,082 shares

    1.05% of the 13F portfolio, value $3,804,919.

    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 8,487 shares
    Change vs previous 13F -1,848 shares

    0.78% of the 13F portfolio, value $2,920,225.

    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 10,335 shares
    Change vs previous 13F +600 shares

    1.12% of the 13F portfolio, value $4,187,723.

    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 9,735 shares
    Change vs previous 13F +674 shares

    1.03% of the 13F portfolio, value $3,569,175.

    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 9,061 shares
    Change vs previous 13F -1,209 shares

    1.04% of the 13F portfolio, value $3,320,862.

    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 10,270 shares
    Change vs previous 13F +124 shares

    1.29% of the 13F portfolio, value $3,994,841.

    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 10,146 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,111,347.

    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).