13F History

PYA Waltman Capital, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 3, 2025
Value $: $310M
Signature - Title: Jessica Ott - CCO
Location: Knoxville, TN
Summary: This page shows a list of all the recent 13F filings made by PYA Waltman Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PYA Waltman Capital, LLC reported 78 stock holdings with total value $310M as of Q4 2024. Top holdings included BRKB, TCAF, ROST, MKL, and POST.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	78	$310M	+$7.19M	-$1.66M	+$5.53M	BRKB, TCAF, ROST, MKL, POST	13F-HR	2/3/2025, 01:34 PM
Q3 2024	73	$306M	+$20.3M	-$4.01M	+$16.3M	BRKB, ROST, TCAF, POST, MKL	13F-HR	11/15/2024, 11:29 AM
Q2 2024	66	$272M	+$8.48M	-$9.55M	-$1.07M	BRKB, ROST, TCAF, MKL, POST	13F-HR	8/12/2024, 01:07 PM
Q1 2024	66	$270M	+$11M	-$2.67M	+$8.36M	BRKB, ROST, TDG, TCAF, MKL	13F-HR	5/13/2024, 04:47 PM
Q4 2023	66	$240M	+$10.8M	-$24.1M	-$13.4M	BRKB, ROST, TDG, MKL, TCAF	13F-HR	2/5/2024, 04:59 PM
Q3 2023	62	$236M	+$23.2M	-$12.3M	+$10.8M	BRKB, MKL, ROST, VGSH, TDG	13F-HR	11/13/2023, 11:02 AM
Q2 2023	61	$231M	+$22.3M	-$9.94M	+$12.3M	BRKB, MKL, ROST, VGSH, TDG	13F-HR	8/15/2023, 10:17 AM
Q1 2023	60	$201M	+$13.2M	-$8.61M	+$4.62M	BRKB, VGSH, ROST, MKL, TDG	13F-HR	5/9/2023, 01:41 PM
Q4 2022	60	$190M	+$10.3M	-$11.4M	-$1.11M	BRKB, ROST, MKL, VGSH, TDG	13F-HR	2/14/2023, 04:13 PM
Q3 2022	190	$170M	+$21.2M	-$17.6M	+$3.64M	BRKB, ROST, MKL, POST, CEF	13F-HR	11/4/2022, 02:57 PM
Q2 2022	204	$179M	+$12.2M	-$1.81M	+$10.4M	BRKB, POST, MKL, LBRDK, CEF	13F-HR	8/12/2022, 05:10 PM
Q1 2022	198	$203M	+$28.8M	-$15.7M	+$13.1M	BRKB, MKL, LBRDK, POST, CEF	13F-HR	5/9/2022, 12:59 PM
Q4 2021	195	$194M	+$9.85M	-$2.99M	+$6.87M	BRKB, POST, LBRDK, MKL, CEF	13F-HR	2/7/2022, 12:06 PM
Q3 2021	38	$184M	+$9.39M	-$11M	-$1.63M	BRKB, POST, LBRDK, MKL, CEF	13F-HR	11/12/2021, 09:10 AM
Q2 2021	38	$192M	+$9.81M	-$7.64M	+$2.17M	BRKB, LBRDK, POST, CEF, MKL	13F-HR	8/10/2021, 09:27 AM
Q1 2021	47	$176M	+$8.65M	-$5.92M	+$2.73M	BRKB, POST, LBRDK, MKL, CEF	13F-HR	5/10/2021, 01:34 PM
Q4 2020	52	$168M	+$22.5M	-$15.5M	+$6.92M	BRKB, POST, LBRDK, CEF, CHTR	13F-HR	2/3/2021, 04:16 PM
Q3 2020	44	$142M	+$9.59M	-$1.72M	+$7.87M	BRKB, GLIBA, POST, CEF, CHTR	13F-HR	11/4/2020, 10:22 AM
Q2 2020	36	$121M	+$13.1M	-$112K	+$13M	BRKB, POST, GLIBA, CEF, CHTR	Restatement	11/4/2020, 10:13 AM
Q1 2020	33	$94.4M	+$14.5M	-$2.03M	+$12.5M	BRKB, POST, GLIBA, CEF, MKL	13F-HR	5/14/2020, 05:20 PM
Q4 2019	35	$111M	$0	$0		BRKB, POST, GLIBA, TDG, CEF	13F-HR	2/13/2020, 02:22 PM

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