Pya Waltman Capital, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $297 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $36M, Markel Corp with a value of $22.1M, Post Holdings, Inc. with a value of $20.2M, Trans Digm Group Inc with a value of $18M, and Ross Stores, Inc. with a value of $17.5M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $276M to 297M.
Pya Waltman Capital, LLC is based out at Knoxville, TN
Below you can find more details about Pya Waltman Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$297 Million
Financial Services: $96.6 Million
Consumer Cyclical: $50.8 Million
Industrials: $38.3 Million
Consumer Defensive: $30.7 Million
Healthcare: $24.1 Million
Technology: $16.8 Million
Communication Services: $15.1 Million
ETFs: $14.3 Million
Other: $9.79 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
