Skip to content
Disclosery

PYA Waltman Capital, LLC: TDG position timeline

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

PYA Waltman Capital, LLC held 11,996 TDG 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 11,996 shares
    Change vs previous 13F -1,159 shares

    3.8% of the 13F portfolio, value $15,978,668.

    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 13,155 shares
    Change vs previous 13F +922 shares

    4.23% of the 13F portfolio, value $15,245,698.

    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 12,233 shares
    Change vs previous 13F -246 shares

    4.37% of the 13F portfolio, value $16,267,572.

    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 12,479 shares
    Change vs previous 13F +672 shares

    4.41% of the 13F portfolio, value $16,447,093.

    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 11,807 shares
    Change vs previous 13F +420 shares

    5.17% of the 13F portfolio, value $17,953,845.

    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 11,387 shares
    Change vs previous 13F -145 shares

    4.95% of the 13F portfolio, value $15,751,761.

    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 11,532 shares
    Change vs previous 13F +64 shares

    4.71% of the 13F portfolio, value $14,613,838.

    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 11,468 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $16,366,086.

    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).