PYA Waltman Capital, LLC — 13F holdings

PYA Waltman Capital, LLC reported 67 holdings worth $421M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $41.3M (9.8%)
2. TCAF T ROWE PRICE ETF INC — $35.8M (8.5%)
3. POST POST HLDGS INC — $30.0M (7.1%)
4. AMZN AMAZON COM INC — $27.4M (6.5%)
5. GOOGL ALPHABET INC — $25.5M (6.1%)
6. MKL MARKEL GROUP INC — $23.0M (5.5%)
7. HEI.A HEICO CORP NEW — $18.0M (4.3%)
8. DHR DANAHER CORPORATION — $16.4M (3.9%)
9. TDG TRANSDIGM GROUP INC — $16.0M (3.8%)
10. S&P GLOBAL INC — $13.5M (3.2%)