Pya Waltman Capital, LLC Purchases and Sells in Q3 2025

Pya Waltman Capital, LLC

$314 Million
Q3 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
POST	117K + 63.11%	$102.36 - $114.04 $11.9M - $13.3M	302K $32.4M
GOOGL	3.24K + 4.28%	$174.36 - $254.72 $564K - $825K	78.8K $19.2M
ROP	10.2K + 61.62%	$495.03 - $573.0 $5.04M - $5.84M	26.7K $13.3M
BRK-B	3.89K + 5.25%	$459.11 - $506.91 $1.78M - $1.97M	77.9K $39.2M
DHR	13.7K + 26.52%	$181.46 - $212.2 $2.48M - $2.9M	65.3K $12.9M
BLD	4.14K + 66.1%	$343.19 - $443.31 $1.42M - $1.83M	10.4K $4.07M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	1.66K New	$175.51 - $186.57 $291K - $309K	1.66K $308K
IREN	5K New	$15.1 - $47.14 $75.4K - $235K	5K $228K
NVDA	1.11K New	$153.3 - $186.58 $170K - $207K	1.11K $206K
RF	7.67K New	$24.03 - $27.41 $184K - $210K	7.67K $202K
GRAYSCALE ETHEREUM MINI TR E	7.48K New	N/A	7.48K $0

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROST	-136K - 99.03%	$127.59 - $152.81 $17.3M - $20.7M	1.33K $202K
UPS	-11.6K - 38.65%	$82.58 - $105.54 $955K - $1.22M	18.4K $1.53M
PEP	-9.51K - 42.33%	$133.81 - $152.16 $1.27M - $1.45M	12.9K $1.82M
AMT	-2.43K - 21.4%	$192.32 - $232.35 $467K - $564K	8.91K $1.71M
TROW	-7.73K - 34.86%	$98.67 - $111.52 $763K - $862K	14.4K $1.48M
SBUX	-4.52K - 37.87%	$81.9 - $96.86 $370K - $438K	7.42K $627K

Activity Summary All Purchases 40 New Holdings 5 Increased Positions 35 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pya Waltman Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pya Waltman Capital, LLC with notifications on news.