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PYA Waltman Capital, LLC: TCAF position timeline

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

PYA Waltman Capital, LLC held 870,538 TCAF 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 870,538 shares
    Change vs previous 13F +37,799 shares

    8.51% of the 13F portfolio, value $35,779,112.

    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 832,739 shares
    Change vs previous 13F -263,073 shares

    8.22% of the 13F portfolio, value $29,637,173.

    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 1,095,812 shares
    Change vs previous 13F +255,566 shares

    11.25% of the 13F portfolio, value $41,881,951.

    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 840,246 shares
    Change vs previous 13F +117,050 shares

    8.49% of the 13F portfolio, value $31,677,287.

    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 723,196 shares
    Change vs previous 13F +20,348 shares

    7.35% of the 13F portfolio, value $25,514,340.

    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 702,848 shares
    Change vs previous 13F +111,811 shares

    7.13% of the 13F portfolio, value $22,687,918.

    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 591,037 shares
    Change vs previous 13F +20,790 shares

    6.33% of the 13F portfolio, value $19,663,799.

    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 570,247 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $18,960,715.

    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).