What does PYA Waltman Capital, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

PYA Waltman Capital, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

BERKSHIRE HATHAWAY INC DEL

$38M80K10.6%

POST HLDGS INC

$33M329K9.0%

T ROWE PRICE ETF INC

$30M833K8.2%

MARKEL GROUP INC

$22M11K6.0%

ALPHABET INC

$21M75K6.0%

AMAZON COM INC

$21M99K5.7%

TRANSDIGM GROUP INC

$15M13K4.2%

DANAHER CORP DEL

$15M77K4.1%

HEICO CORP NEW

$13M62K3.7%

S&P GLOBAL INC

$13M30K3.5%

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