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Pya Waltman Capital, LLC
PYA Waltman Capital, LLC provides personalized financial planning, investment management, and business consulting to help clients achieve long-term success.
Investment Strategy
Focuses on minimizing risk, identifying dominant businesses, and building portfolios aligned with financial goals through fundamental analysis.
Latest 13F Filing Activity
Pya Waltman Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 76 equity positions with a total 13F market value of $347M. The fund increased holdings in Heico Corp. New, T Rowe Price Etf Inc., Amazon Com Inc. among other positions. Pya Waltman Capital, LLC reduced exposure to Berkshire Hathaway Inc. Del, Nomad Foods LTD, Chevron Corp. New among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 10.36% | $36.0M | 74,053 | $223.82 | $485.77 | -$3.9M | |
T TCAF | T ROWE PRICE ETF INC | 7.35% | $25.5M | 723,196 | $27.18 | $35.28 | +$2.8M |
M MKL | MARKEL GROUP INC | 6.37% | $22.1M | 11,071 | $1089.61 | $1997.36 | +$2.0M |
P POST | POST HLDGS INC | 5.80% | $20.2M | 184,875 | $81.51 | $109.03 | -$15.8K |
T TDG | TRANSDIGM GROUP INC | 5.17% | $18.0M | 11,807 | $601.83 | $1520.64 | +$2.2M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
A Aaron Sams | Senior Research Analyst | Knoxville, TN , United States | |
 | President | Knoxville, TN , United States |
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