PYA Waltman Capital, LLC
RIA/Wealth
PYA Waltman Capital, LLC is a RIA/Wealth based in Knoxville, TN led by Jack William Waltman, reporting $819.3M in AUM as of Q3 2025 with 60% concentrated in top 10 holdings.
PresidentJack William Waltman
- Portfolio Value
- $373.2M
- Positions
- 80
- Top Holding
- BRK.B at 10.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PYA Waltman Capital, LLC's portfolio (59.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $39.2M | 10.50% | +$2.0M Bought | 0.00% 77.9K shares | |
Packaged Foods Consumer Defensive | $32.4M | 8.68% | +$12.5M Bought | 0.56% 301.5K shares | |
ETF ETF | $31.7M | 8.49% | +$4.4M Bought | — 840.2K shares | |
Insurance - Property & Casualty Financial Services | $21.7M | 5.83% | +$583.0K Bought | 0.09% 11.4K shares | |
Internet Content & Information Communication Services | $19.2M | 5.13% | +$786.9K Bought | 0.00% 78.8K shares | |
Unknown Unknown | $17.7M | 4.74% | -$392.2K Sold | — 482.6K shares | |
Aerospace & Defense Industrials | $16.4M | 4.41% | +$885.7K Bought | 0.02% 12.5K shares | |
Aerospace & Defense Industrials | $16.0M | 4.29% | -$93.0K Sold | 0.05% 63.0K shares | |
Specialty Retail Consumer Cyclical | $16.0M | 4.28% | +$1.4M Bought | 0.00% 72.7K shares | |
Industrial - Machinery Industrials | $13.3M | 3.57% | +$5.1M Bought | 0.02% 26.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PYA Waltman Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+66.1% | |
+63.11% | |
+61.62% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-99.03% | |
-42.33% | |
-38.65% | |
-37.87% |
Analytics
Portfolio insights and performance metrics for PYA Waltman Capital, LLC
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