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PYA Waltman Capital, LLC: PEP position timeline

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

PYA Waltman Capital, LLC held 39,563 PEP 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 39,563 shares
    Change vs previous 13F +8,682 shares

    1.27% of the 13F portfolio, value $5,356,863.

    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 30,881 shares
    Change vs previous 13F +17,159 shares

    1.33% of the 13F portfolio, value $4,795,462.

    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 13,722 shares
    Change vs previous 13F +774 shares

    0.53% of the 13F portfolio, value $1,969,383.

    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 12,948 shares
    Change vs previous 13F -9,505 shares

    0.49% of the 13F portfolio, value $1,818,419.

    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 22,453 shares
    Change vs previous 13F +4,233 shares

    0.85% of the 13F portfolio, value $2,964,733.

    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 18,220 shares
    Change vs previous 13F +1,283 shares

    0.86% of the 13F portfolio, value $2,731,837.

    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 16,937 shares
    Change vs previous 13F +609 shares

    0.83% of the 13F portfolio, value $2,575,420.

    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 16,328 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,776,620.

    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).