PYA WALTMAN CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POST | 302K | $32.41M |
 | NOMD | 273K | $3.59M |
 | GOOGL | 79K | $19.16M |
 | BRK-B | 78K | $39.18M |
 | AMZN | 73K | $15.96M |
 | DHR | 65K | $12.95M |
 | HEI-A | 63K | $16.00M |
 | ET | 49K | $843.24K |
 | MTN | 45K | $6.76M |
 | JNJ | 44K | $8.11M |
 | ETSY | 36K | $2.40M |
 | VZ | 31K | $1.35M |
 | ROP | 27K | $13.32M |
 | SPGI | 24K | $11.84M |
 | CSCO | 21K | $1.45M |
 | ABBV | 21K | $4.82M |
 | PG | 21K | $3.16M |
 | AVGO | 20K | $6.47M |
 | UPS | 18K | $1.53M |
 | TXN | 18K | $3.29M |
Post Holdings, Inc.
POST
Shares Held
302K
Value
$32.41M
Nomad Foods Limited
NOMD
Shares Held
273K
Value
$3.59M
Alphabet Inc.
GOOGL
Shares Held
79K
Value
$19.16M
Berkshire Hathaway Inc.
BRK-B
Shares Held
78K
Value
$39.18M
Amazon.com, Inc.
AMZN
Shares Held
73K
Value
$15.96M
Danaher Corporation
DHR
Shares Held
65K
Value
$12.95M
HEICO Corporation
HEI-A
Shares Held
63K
Value
$16.00M
Energy Transfer LP
ET
Shares Held
49K
Value
$843.24K
Vail Resorts, Inc.
MTN
Shares Held
45K
Value
$6.76M
Johnson & Johnson
JNJ
Shares Held
44K
Value
$8.11M
Etsy, Inc.
ETSY
Shares Held
36K
Value
$2.40M
Verizon Communications Inc.
VZ
Shares Held
31K
Value
$1.35M
Roper Technologies, Inc.
ROP
Shares Held
27K
Value
$13.32M
S&P Global Inc.
SPGI
Shares Held
24K
Value
$11.84M
Cisco Systems, Inc.
CSCO
Shares Held
21K
Value
$1.45M
AbbVie Inc.
ABBV
Shares Held
21K
Value
$4.82M
The Procter & Gamble Company
PG
Shares Held
21K
Value
$3.16M
Broadcom Inc.
AVGO
Shares Held
20K
Value
$6.47M
United Parcel Service, Inc.
UPS
Shares Held
18K
Value
$1.53M
Texas Instruments Incorporated
TXN
Shares Held
18K
Value
$3.29M