Pya Waltman Capital, LLC Purchases in Q3 2025

Pya Waltman Capital, LLC

  • $314 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
POST
Post Holdings, Inc.

Consumer Defensive
117K
+ 63.11%
$102.36 - $114.04 $11.9M - $13.3M
302K $32.4M
GOOGL
Alphabet Inc.

Communication Services
3.24K
+ 4.28%
$174.36 - $254.72 $564K - $825K
78.8K $19.2M
ROP
Roper Technologies Inc

Industrials
10.2K
+ 61.62%
$495.03 - $573.0 $5.04M - $5.84M
26.7K $13.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.89K
+ 5.25%
$459.11 - $506.91 $1.78M - $1.97M
77.9K $39.2M
DHR
Danaher Corp

Healthcare
13.7K
+ 26.52%
$181.46 - $212.2 $2.48M - $2.9M
65.3K $12.9M
BLD
Top Build Corp

Industrials
4.14K
+ 66.1%
$343.19 - $443.31 $1.42M - $1.83M
10.4K $4.07M
JNJ
Johnson & Johnson

Healthcare
399
+ 0.92%
$155.17 - $185.42 $61.9K - $74K
43.7K $8.11M
AMZN
Amazon Com Inc

Consumer Cyclical
6.23K
+ 9.37%
$211.65 - $238.24 $1.32M - $1.48M
72.7K $16M
ABBV
Abb Vie Inc.

Healthcare
451
+ 2.21%
$184.85 - $231.54 $83.4K - $104K
20.8K $4.82M
ETSY
Etsy Inc

Consumer Cyclical
5.24K
+ 16.99%
$51.36 - $74.34 $269K - $390K
36.1K $2.4M
HD
Home Depot, Inc.

Consumer Cyclical
600
+ 6.16%
$357.4 - $423.42 $214K - $254K
10.3K $4.19M
GD
General Dynamics Corp

Industrials
435
+ 5.01%
$293.92 - $341.0 $128K - $148K
9.11K $3.11M
NVR
Nvr Inc

Consumer Cyclical
10
+ 1.86%
$7301.0 - $8543.0 $73K - $85.4K
547 $4.39M
VTV
Vanguard Value ETF

ETFs
1.66K
New
$175.51 - $186.57 $291K - $309K
1.66K $308K
QQQ
Invesco Qqq Trust, Series 1

ETFs
275
+ 12.95%
$546.99 - $602.2 $150K - $166K
2.4K $1.44M
ALL
Allstate Corp

Financial Services
155
+ 0.96%
$192.0 - $214.65 $29.8K - $33.3K
16.2K $3.48M
IREN
Iris Energy LTD

Financial Services
5K
New
$15.1 - $47.14 $75.4K - $235K
5K $228K
NVDA
Nvidia Corp

Technology
1.11K
New
$153.3 - $186.58 $170K - $207K
1.11K $206K
LMT
Lockheed Martin Corp

Industrials
41
+ 0.81%
$410.74 - $499.21 $16.8K - $20.5K
5.1K $2.55M
RF
Regions Financial Corp

Financial Services
7.67K
New
$24.03 - $27.41 $184K - $210K
7.67K $202K
TRV
Travelers Companies, Inc.

Financial Services
197
+ 3.21%
$250.62 - $279.43 $49.4K - $55K
6.33K $1.77M
MSFT
Microsoft Corp

Technology
51
+ 1.06%
$491.09 - $535.64 $25K - $27.3K
4.87K $2.52M
MCD
Mcdonalds Corp

Consumer Cyclical
215
+ 4.91%
$291.67 - $316.99 $62.7K - $68.2K
4.59K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 2.31%
$293.94 - $444.72 $5.58K - $8.45K
843 $374K
VZ
Verizon Communications Inc

Communication Services
1.54K
+ 5.26%
$40.84 - $45.06 $62.7K - $69.2K
30.8K $1.35M
XOM
Exxon Mobil Corp

Energy
151
+ 2.91%
$105.83 - $117.22 $16K - $17.7K
5.34K $602K
APD
Air Products & Chemicals, Inc.

Basic Materials
229
+ 5.53%
$265.78 - $299.3 $60.9K - $68.5K
4.37K $1.19M
CSCO
Cisco Systems, Inc.

Technology
428
+ 2.06%
$66.2 - $71.79 $28.3K - $30.7K
21.2K $1.45M
META
Meta Platforms, Inc.

Communication Services
7
+ 2.17%
$695.21 - $791.73 $4.87K - $5.54K
329 $241K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12
+ 0.22%
$91.44 - $91.77 $1.1K - $1.1K
5.55K $509K
Grayscale Ethereum Trust ETF
76
+ 0.15%
N/A
50.8K $0
Grayscale Ethereum Mini Tr E
7.48K
New
N/A
7.48K $0
T Rowe Price ETF Inc
117K
+ 16.19%
N/A
840K $0
Fidelity Wise Origin Bitcoin
2.55K
+ 4.84%
N/A
55.2K $0
Fidelity Ethereum Fd
9.11K
+ 14.23%
N/A
73.1K $0
MKL
Markel Corp

Financial Services
305
+ 2.75%
$1898.34 - $2031.8 $579K - $620K
11.4K $21.7M
NOMD
Nomad Foods LTD

Consumer Defensive
29.6K
+ 12.15%
$12.91 - $18.18 $382K - $538K
273K $3.59M
SPGI
S&P Global Inc.

Financial Services
752
+ 3.19%
$484.94 - $564.15 $365K - $424K
24.3K $11.8M
TDG
Trans Digm Group Inc

Industrials
672
+ 5.69%
$1271.04 - $1620.83 $854K - $1.09M
12.5K $16.4M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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