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Jessica Ott

Pya Waltman Capital, Llc

Assets Managed
$360.706M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-3.08%(2Q avg: -1.67%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pya Waltman Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Pya Waltman Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 360.706M in assets, with a quarterly growth rate of -3.08% and a 2-quarter average growth rate of -1.67%. The portfolio is managed by Jessica Ott, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 4.14%
10.58%
$38.136M
79,582 shares@ $479.2 avg price
POST
Post Holdings Inc
Recent Activity
Increased 20.8%
9.03%
$32.546M
329,210 shares@ $98.86 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Decreased -24%
8.22%
$29.637M
832,739 shares@ $35.59 avg price
MKL
Markel Group Inc
Recent Activity
Increased 2.19%
6.05%
$21.816M
11,398 shares@ $1914.02 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.53%
5.96%
$21.472M
74,670 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 40.88%
5.73%
$20.661M
99,203 shares@ $208.28 avg price
TDG
Transdigm Group Inc
Recent Activity
Increased 7.54%
4.23%
$15.246M
13,155 shares@ $1158.93 avg price
DHR
Danaher Corp
Recent Activity
Increased 19.3%
4.06%
$14.617M
77,094 shares@ $189.61 avg price
HEI.A
Heico Corp-class A
Recent Activity
Increased 2.17%
3.66%
$13.18M
62,436 shares@ $211.09 avg price
SPGI
S&p Global Inc
Recent Activity
Increased 14.46%
3.54%
$12.747M
29,969 shares@ $425.34 avg price

1-10 of 67