PYA WALTMAN CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POST | 329K | $32.55M |
 | AMZN | 99K | $20.66M |
 | BRK-B | 80K | $38.14M |
 | DHR | 77K | $14.62M |
 | GOOGL | 75K | $21.47M |
 | ETSY | 66K | $3.29M |
 | HEI-A | 62K | $13.18M |
 | UPS | 44K | $4.37M |
 | JNJ | 41K | $10.13M |
 | VZ | 33K | $1.64M |
 | ROP | 32K | $11.42M |
 | PEP | 31K | $4.80M |
 | PG | 31K | $4.41M |
 | SPGI | 30K | $12.75M |
 | MTN | 27K | $3.45M |
 | TXN | 23K | $4.54M |
 | ABBV | 21K | $4.61M |
 | CSCO | 21K | $1.60M |
 | TROW | 19K | $1.73M |
 | CVX | 18K | $3.66M |
Post Holdings, Inc.
POST
Shares Held
329K
Value
$32.55M
Amazon.com, Inc.
AMZN
Shares Held
99K
Value
$20.66M
Berkshire Hathaway Inc.
BRK-B
Shares Held
80K
Value
$38.14M
Danaher Corporation
DHR
Shares Held
77K
Value
$14.62M
Alphabet Inc.
GOOGL
Shares Held
75K
Value
$21.47M
Etsy, Inc.
ETSY
Shares Held
66K
Value
$3.29M
HEICO Corporation
HEI-A
Shares Held
62K
Value
$13.18M
United Parcel Service, Inc.
UPS
Shares Held
44K
Value
$4.37M
Johnson & Johnson
JNJ
Shares Held
41K
Value
$10.13M
Verizon Communications Inc.
VZ
Shares Held
33K
Value
$1.64M
Roper Technologies, Inc.
ROP
Shares Held
32K
Value
$11.42M
PepsiCo, Inc.
PEP
Shares Held
31K
Value
$4.80M
The Procter & Gamble Company
PG
Shares Held
31K
Value
$4.41M
S&P Global Inc.
SPGI
Shares Held
30K
Value
$12.75M
Vail Resorts, Inc.
MTN
Shares Held
27K
Value
$3.45M
Texas Instruments Incorporated
TXN
Shares Held
23K
Value
$4.54M
AbbVie Inc.
ABBV
Shares Held
21K
Value
$4.61M
Cisco Systems, Inc.
CSCO
Shares Held
21K
Value
$1.60M
T. Rowe Price Group, Inc.
TROW
Shares Held
19K
Value
$1.73M
Chevron Corporation
CVX
Shares Held
18K
Value
$3.66M