Notify me when PYA Waltman Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 75 | $372,190,757 | +$19,872,966 | -$29,899,279 | -$10,026,313 | TCAF, BRKB, POST, MKL, GOOGL | 13F-HR | 13 Feb 2026, 15:26 |
| Q3 2025 | 80 | $373,173,305 | +$37,130,601 | -$28,861,943 | +$8,268,658 | BRKB, POST, TCAF, MKL, GOOGL | 13F-HR | 14 Nov 2025, 14:38 |
| Q2 2025 | 76 | $347,358,453 | +$18,950,667 | -$1,594,583 | +$17,356,084 | BRKB, TCAF, MKL, POST, TDG | 13F-HR | 14 Aug 2025, 15:16 |
| Q1 2025 | 75 | $318,087,777 | +$21,135,610 | -$16,149,018 | +$4,986,592 | BRKB, TCAF, POST, MKL, ROST | 13F-HR | 01 May 2025, 10:41 |
| Q4 2024 | 78 | $310,429,288 | +$7,188,873 | -$1,659,449 | +$5,529,424 | BRKB, TCAF, ROST, MKL, POST | 13F-HR | 03 Feb 2025, 13:34 |
| Q3 2024 | 73 | $306,015,618 | +$20,317,052 | -$4,013,221 | +$16,303,831 | BRKB, ROST, TCAF, POST, MKL | 13F-HR | 15 Nov 2024, 11:29 |
| Q2 2024 | 66 | $272,318,794 | +$8,480,541 | -$9,554,429 | -$1,073,888 | BRKB, ROST, TCAF, MKL, POST | 13F-HR | 12 Aug 2024, 13:07 |
| Q1 2024 | 66 | $269,555,041 | +$11,027,533 | -$2,669,055 | +$8,358,478 | BRKB, ROST, TDG, TCAF, MKL | 13F-HR | 13 May 2024, 16:47 |
| Q4 2023 | 66 | $240,215,622 | +$10,779,842 | -$24,145,293 | -$13,365,451 | BRKB, ROST, TDG, MKL, TCAF | 13F-HR | 05 Feb 2024, 16:59 |
| Q3 2023 | 62 | $236,128,334 | +$23,181,585 | -$12,342,975 | +$10,838,610 | BRKB, MKL, ROST, VGSH, TDG | 13F-HR | 13 Nov 2023, 11:02 |
| Q2 2023 | 61 | $231,406,201 | +$22,274,515 | -$9,944,883 | +$12,329,632 | BRKB, MKL, ROST, VGSH, TDG | 13F-HR | 15 Aug 2023, 10:17 |
| Q1 2023 | 60 | $201,430,569 | +$13,238,497 | -$8,614,516 | +$4,623,981 | BRKB, VGSH, ROST, MKL, TDG | 13F-HR | 09 May 2023, 13:41 |
| Q4 2022 | 60 | $190,492,765 | +$10,260,581 | -$11,369,797 | -$1,109,216 | BRKB, ROST, MKL, VGSH, TDG | 13F-HR | 14 Feb 2023, 16:13 |
| Q3 2022 | 190 | $170,244,000 | +$21,212,177 | -$17,575,360 | +$3,636,817 | BRKB, ROST, MKL, POST, CEF | 13F-HR | 04 Nov 2022, 14:57 |
| Q2 2022 | 204 | $179,301,000 | +$12,182,292 | -$1,810,176 | +$10,372,116 | BRKB, POST, MKL, LBRDK, CEF | 13F-HR | 12 Aug 2022, 17:10 |
| Q1 2022 | 198 | $202,966,000 | +$28,846,685 | -$15,730,055 | +$13,116,630 | BRKB, MKL, LBRDK, POST, CEF | 13F-HR | 09 May 2022, 12:59 |
| Q4 2021 | 195 | $193,909,000 | +$9,852,796 | -$2,986,302 | +$6,866,494 | BRKB, POST, LBRDK, MKL, CEF | 13F-HR | 07 Feb 2022, 12:06 |
| Q3 2021 | 38 | $184,406,000 | +$9,389,688 | -$11,017,079 | -$1,627,391 | BRKB, POST, LBRDK, MKL, CEF | 13F-HR | 12 Nov 2021, 09:10 |
| Q2 2021 | 38 | $191,966,000 | +$9,812,946 | -$7,642,395 | +$2,170,551 | BRKB, LBRDK, POST, CEF, MKL | 13F-HR | 10 Aug 2021, 09:27 |
| Q1 2021 | 47 | $176,227,000 | +$8,645,842 | -$5,917,503 | +$2,728,339 | BRKB, POST, LBRDK, MKL, CEF | 13F-HR | 10 May 2021, 13:34 |
| Q4 2020 | 52 | $167,808,000 | +$22,457,917 | -$15,540,667 | +$6,917,250 | BRKB, POST, LBRDK, CEF, CHTR | 13F-HR | 03 Feb 2021, 16:16 |
| Q3 2020 | 44 | $141,972,000 | +$9,592,703 | -$1,724,407 | +$7,868,296 | BRKB, GLIBA, POST, CEF, CHTR | 13F-HR | 04 Nov 2020, 10:22 |
| Q2 2020 | 36 | $121,436,000 | +$13,082,732 | -$112,252 | +$12,970,480 | BRKB, POST, GLIBA, CEF, CHTR | Restatement | 04 Nov 2020, 10:13 |
| Q1 2020 | 33 | $94,400,000 | +$14,523,519 | -$2,031,876 | +$12,491,643 | BRKB, POST, GLIBA, CEF, MKL | 13F-HR | 14 May 2020, 17:20 |
| Q4 2019 | 35 | $111,393,000 | $0 | $0 | $0 | BRKB, POST, GLIBA, TDG, CEF | 13F-HR | 13 Feb 2020, 14:22 |