Pya Waltman Capital, LLC
CIK:0001800135
Investment Adviser
$347M AUM
76 holdings
Knoxville, TN, USA
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.
Top Buys
H
HEI-AHEICO CORP NEW+$3.4M
T
TCAFT ROWE PRICE ETF INC+$2.8M
A
AMZNAMAZON COM INC+$2.6M
G
GOOGLALPHABET INC+$2.6M
A
AVGOBROADCOM INC+$2.4M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$3.9M
N
NOMDNOMAD FOODS LTD-$423.1K
C
CVXCHEVRON CORP NEW-$260.5K
X
XOMEXXON MOBIL CORP-$250.0K
B
BRBRBELLRING BRANDS INC-$241.6K
Top Holdings
B
BRK-BBERKSHIRE HATHAWAY INC DEL+10.4%$36.0M
T
TCAFT ROWE PRICE ETF INC+7.3%$25.5M
M
MKLMARKEL GROUP INC+6.4%$22.1M
P
POSTPOST HLDGS INC+5.8%$20.2M
T
TDGTRANSDIGM GROUP INC+5.2%$18.0M
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | 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
FIRE, MARINE & CASUALTY INSURANCE
+18.1%
GRAIN MILL PRODUCTS
+5.8%
COMMODITY CONTRACTS BROKERS & DEALERS
+5.7%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+5.6%
AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC
+5.2%