Pya Waltman Capital, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $269 Million distributed in 73 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 $34.5M, Ross Stores, Inc. with a value of $19.3M, Post Holdings, Inc. with a value of $17.3M, Markel Corp with a value of $17.1M, and Trans Digm Group Inc with a value of $16.4M.
Examining the 13F form we can see an increase of $26.9M in the current position value, from $242M to 269M.
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
$269 Million
Financial Services: $84.8 Million
Consumer Cyclical: $48.7 Million
Consumer Defensive: $33.4 Million
Industrials: $26.1 Million
Healthcare: $22.9 Million
Communication Services: $18.6 Million
Technology: $13.1 Million
ETFs: $12.8 Million
Other: $8.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
