PYA Waltman Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, PYA Waltman Capital, LLC held in its portfolio 75 assets valued at $372,190,757 (i.e. $372.19M).
The most valuable assets in the portfolio included: T ROWE PRICE ETF INC ($41.88M), BERKSHIRE HATHAWAY INC DEL ($38.41M), and POST HLDGS INC ($26.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PYA Waltman Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| T ROWE PRICE ETF INC | 1095812 | 41881951 | CAP APPRECIATION |
| BERKSHIRE HATHAWAY INC DEL | 76419 | 38412046 | CL B NEW |
| POST HLDGS INC | 272533 | 26994348 | COM |
| MARKEL GROUP INC | 11154 | 23977615 | COM |
| ALPHABET INC | 75071 | 23497163 | CAP STK CL A |
| SPROTT ASSET MANAGEMENT LP | 359334 | 16457516 | PHYSICAL GOLD AN |
| TRANSDIGM GROUP INC | 12233 | 16267572 | COM |
| AMAZON COM INC | 70417 | 16253656 | COM |
| HEICO CORP NEW | 61110 | 15426012 | CL A |
| DANAHER CORPORATION | 64624 | 14793734 | COM |
| S&P GLOBAL INC | 26184 | 13683524 | COM |
| JOHNSON & JOHNSON | 41784 | 8647244 | COM |
| ROPER TECHNOLOGIES INC | 15782 | 7025133 | COM |
| BROADCOM INC | 16123 | 5580310 | COM |
| NOMAD FOODS LTD | 433979 | 5429081 | USD ORD SHS |
| ABBVIE INC | 20606 | 4708194 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 59174 | 4510796 | SHS |
| AMGEN INC | 13721 | 4491127 | COM |
| VAIL RESORTS INC | 31956 | 4243753 | COM |
| UNITED PARCEL SERVICE INC | 41739 | 4140045 | CL B |
| TOPBUILD CORP | 9913 | 4135396 | COM |
| JPMORGAN CHASE & CO. | 12752 | 4109000 | COM |
| TEXAS INSTRS INC | 23013 | 3992490 | COM |
| NVR INC | 529 | 3857875 | COM |
| VANGUARD SCOTTSDALE FDS | 63011 | 3776227 | INTER TERM TREAS |
| ALLSTATE CORP | 16712 | 3478539 | COM |
| GENERAL DYNAMICS CORP | 9295 | 3129094 | COM |
| HOME DEPOT INC | 8487 | 2920225 | COM |
| APPLE INC | 9500 | 2582670 | COM |
| VANGUARD SCOTTSDALE FDS | 41163 | 2417525 | SHORT TERM TREAS |
| GRAYSCALE BITCOIN TRUST ETF | 33010 | 2256564 | SHS REP COM UT |
| PRICE T ROWE GROUP INC | 20817 | 2131241 | COM |
| MICROSOFT CORP | 4132 | 1998318 | COM |
| FIDELITY ETHEREUM FD | 66583 | 1971530 | SHS |
| PEPSICO INC | 13722 | 1969383 | COM |
| PROCTER AND GAMBLE CO | 13681 | 1960571 | COM |
| LOCKHEED MARTIN CORP | 3777 | 1826817 | COM |
| TRAVELERS COMPANIES INC | 6296 | 1826159 | COM |
| CISCO SYS INC | 20698 | 1594336 | COM |
| MCDONALDS CORP | 4642 | 1418701 | COM |
| SPDR GOLD TR | 3570 | 1414682 | GOLD SHS |
| CHEVRON CORP NEW | 9041 | 1377871 | COM |
| ETSY INC | 24387 | 1352001 | COM |
| NEXTERA ENERGY INC | 16027 | 1286679 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 49852 | 1214886 | SHS |
| INVESCO QQQ TR | 1938 | 1190446 | UNIT SER 1 |
| VERIZON COMMUNICATIONS INC | 29129 | 1186410 | COM |
| VANGUARD INDEX FDS | 3363 | 1127461 | TOTAL STK MKT |
| STARBUCKS CORP | 12321 | 1037526 | COM |
| GE AEROSPACE | 2730 | 840922 | COM NEW |
| AMERICAN TOWER CORP NEW | 4705 | 826117 | COM |
| AIR PRODS & CHEMS INC | 2841 | 701682 | COM |
| AGNICO EAGLE MINES LTD | 4071 | 690107 | COM |
| GENUINE PARTS CO | 5291 | 650590 | COM |
| EXXON MOBIL CORP | 5090 | 612551 | COM |
| LEIDOS HOLDINGS INC | 3118 | 562487 | COM |
| ALPHABET INC | 1748 | 548522 | CAP STK CL C |
| SPDR SERIES TRUST | 5565 | 508502 | STATE STREET SPD |
| ISHARES TR | 4892 | 488613 | CORE US AGGBD ET |
| PAN AMERN SILVER CORP | 9372 | 485563 | COM |
| SPX TECHNOLOGIES INC | 2391 | 478343 | COM |
| GE VERNOVA INC | 681 | 445081 | COM |
| TESLA INC | 853 | 383611 | COM |
| SPDR S&P 500 ETF TR | 535 | 364827 | TR UNIT |
| VANGUARD INDEX FDS | 1656 | 316341 | VALUE ETF |
| VISA INC | 751 | 263383 | COM CL A |
| GRAYSCALE BITCOIN MINI TR ET | 6696 | 259336 | SHS NEW |
| STRATEGY INC | 1625 | 246919 | CL A NEW |
| HECLA MNG CO | 12478 | 239453 | COM |
| SOUTHERN CO | 2676 | 233347 | COM |
| SCIENCE APPLICATIONS INTL CO | 2318 | 233330 | COM |
| FIRST HORIZON CORPORATION | 9630 | 230157 | COM |
| WHEATON PRECIOUS METALS CORP | 1788 | 210126 | COM |
| REGIONS FINANCIAL CORP NEW | 7669 | 207830 | COM |
| BRISTOL-MYERS SQUIBB CO | 3737 | 201574 | COM |
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