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Disclosery

PYA Waltman Capital, LLC: MKL position timeline

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

PYA Waltman Capital, LLC held 11,797 MKL 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 11,797 shares
    Change vs previous 13F +399 shares

    5.48% of the 13F portfolio, value $23,039,063.

    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 11,398 shares
    Change vs previous 13F +244 shares

    6.05% of the 13F portfolio, value $21,815,986.

    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 11,154 shares
    Change vs previous 13F -222 shares

    6.44% of the 13F portfolio, value $23,977,615.

    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 11,376 shares
    Change vs previous 13F +305 shares

    5.83% of the 13F portfolio, value $21,744,004.

    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 11,071 shares
    Change vs previous 13F +297 shares

    6.37% of the 13F portfolio, value $22,113,128.

    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 10,774 shares
    Change vs previous 13F -65 shares

    6.33% of the 13F portfolio, value $20,142,576.

    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 10,839 shares
    Change vs previous 13F -40 shares

    6.03% of the 13F portfolio, value $18,710,911.

    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 10,879 shares
    Change vs previous 13F not available

    5.58% of the 13F portfolio, value $17,064,074.

    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).