Pya Waltman Capital, LLC - Q42025 Holdings

Pya Waltman Capital, LLC holds 75 stocks with a total portfolio value of $ 372.19M as of Q42025. In Q42025, Pya Waltman Capital, LLC added 3 new positions, increased stakes in 18 stocks, reduced 42 holdings, and fully exited 8 positions. The largest holding is T Rowe Price Etf Inc (TCAF), representing 11.25% of the total portfolio.