PYA Waltman Capital, LLC: summary

PYA Waltman Capital, LLC reported 67 positions with a reported value of $420.55M in its 13F for Q2 2026. Compared with Q1 2026: 7 new positions, 7 exited.

Top positions

• BERKSHIRE HATHAWAY INC DEL CL B NEW
• T ROWE PRICE EXCHANGE-TRADED
• POST HLDGS INC COM
• AMAZON COM INC
• ALPHABET INC
• MARKEL GROUP INC COM
• HEICO CORP NEW CL A
• DANAHER CORP DEL COM
• TRANSDIGM GROUP INC COM
• S&P GLOBAL INC