StockDriftsStockDriftsTop 50 PYA Waltman Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.57% | 79.6K | $38.1M | +4.14%(+3.16K) | $244.26(+98.17%) | 2026-03-31 | |
| POST | POST HLDGS INC | 9.02% | 329.2K | $32.5M | +20.80%(+56.68K) | $92.63(+10.96%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 8.22% | 832.7K | $29.6M | -24.01%(-263.07K) | $30.78(+31.35%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 6.05% | 11.4K | $21.8M | +2.19%(+244) | $1176.30(+56.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.95% | 74.7K | $21.5M | -0.53%(-401) | $116.32(+244.81%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.73% | 99.2K | $20.7M | +40.88%(+28.79K) | $176.38(+51.50%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 4.23% | 13.2K | $15.2M | +7.54%(+922) | $674.85(+74.68%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 4.05% | 77.1K | $14.6M | +19.30%(+12.47K) | $212.63(-22.62%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 3.65% | 62.4K | $13.2M | +2.17%(+1.33K) | $106.80(+108.34%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 3.53% | 30.0K | $12.7M | +14.46%(+3.79K) | $435.37(-7.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.69% | +63.01% |
| Top 20 Holdings Unweighted | +15.15% | +52.69% |
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