SEC Form 13F

PYA Waltman Capital, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$420,553,761
Positions67

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$41,264,10282,464
T ROWE PRICE EXCHANGE-TRADEDTCAFCAP APPRECIATION$35,779,112870,538
POST HLDGS INCPOSTCOM$29,976,850339,643
AMAZON COM INCAMZNCOM$27,377,954114,869
ALPHABET INCGOOGLCAP STK CL A$25,493,62271,337
MARKEL GROUP INCMKLCOM$23,039,06311,797
HEICO CORP NEWHEI.ACL A$17,987,92569,745
DANAHER CORP DELDHRCOM$16,388,75886,039
TRANSDIGM GROUP INCTDGCOM$15,978,66811,996
S&P GLOBAL INCUnresolvedCOM SHS$13,509,55233,172

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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