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Disclosery

PYA Waltman Capital, LLC: POST position timeline

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

PYA Waltman Capital, LLC held 339,643 POST 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 339,643 shares
    Change vs previous 13F +10,433 shares

    7.13% of the 13F portfolio, value $29,976,850.

    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 329,210 shares
    Change vs previous 13F +56,677 shares

    9.02% of the 13F portfolio, value $32,545,655.

    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 272,533 shares
    Change vs previous 13F -29,011 shares

    7.25% of the 13F portfolio, value $26,994,348.

    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 301,544 shares
    Change vs previous 13F +116,669 shares

    8.68% of the 13F portfolio, value $32,409,997.

    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 184,875 shares
    Change vs previous 13F +11,510 shares

    5.8% of the 13F portfolio, value $20,156,919.

    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 173,365 shares
    Change vs previous 13F +22,707 shares

    6.34% of the 13F portfolio, value $20,172,709.

    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 150,658 shares
    Change vs previous 13F +856 shares

    5.56% of the 13F portfolio, value $17,244,349.

    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 149,802 shares
    Change vs previous 13F not available

    5.67% of the 13F portfolio, value $17,339,600.

    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).