0001398344-20-003288.txt : 20200213 0001398344-20-003288.hdr.sgml : 20200213 20200213142242 ACCESSION NUMBER: 0001398344-20-003288 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PYA Waltman Capital, LLC CENTRAL INDEX KEY: 0001800135 IRS NUMBER: 203768100 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19970 FILM NUMBER: 20609183 BUSINESS ADDRESS: STREET 1: 2076 LAKESIDE CENTRE WAY CITY: KNOXVILLE STATE: TN ZIP: 37922 BUSINESS PHONE: 865-693-6301 MAIL ADDRESS: STREET 1: 2076 LAKESIDE CENTRE WAY CITY: KNOXVILLE STATE: TN ZIP: 37922 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001800135 XXXXXXXX 12-31-2019 12-31-2019 false PYA Waltman Capital, LLC

2076 LAKESIDE CENTRE WAY KNOXVILLE TN 37922

13F HOLDINGS REPORT 028-19970 N Jessica Ott 865-693-6301 /s/ Jessica Ott Knoxville TN 02-13-2020 0 35 111395 INFORMATION TABLE 2 fp0050939_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 3404 55255 SH SOLE 0 0 55255 APPLE INC COM 037833100 290 986 SH SOLE 0 0 986 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20208 89220 SH SOLE 0 0 89220 DISNEY WALT CO COM DISNEY 254687106 311 2150 SH SOLE 0 0 2150 DOUBLELINE INCOME SOLUTIONS COM 258622109 4024 203658 SH SOLE 0 0 203658 FORWARD AIR CORP COM 349853101 670 9577 SH SOLE 0 0 9577 GENERAL ELECTRIC CO COM 369604103 374 33544 SH SOLE 0 0 33544 HECLA MNG CO COM 422704106 106 31219 SH SOLE 0 0 31219 HEICO CORP NEW COM 422806109 38 336 SH SOLE 0 0 336 HEICO CORP NEW CL A 422806208 4602 51396 SH SOLE 0 0 51396 JOHNSON & JOHNSON COM 478160104 1896 12999 SH SOLE 0 0 12999 LEIDOS HLDGS INC COM 525327102 305 3118 SH SOLE 0 0 3118 MARKEL CORP COM 570535104 1556 1361 SH SOLE 0 0 1361 MICROSOFT CORP COM 594918104 321 2034 SH SOLE 0 0 2034 PAN AMERICAN SILVER CORP COM 697900108 386 16279 SH SOLE 0 0 16279 POST HLDGS INC COM 737446104 10551 96709 SH SOLE 0 0 96709 SCIENCE APPLICATNS INTL CP N COM 808625107 202 2318 SH SOLE 0 0 2318 TRANSDIGM GROUP INC COM 893641100 8583 15328 SH SOLE 0 0 15328 BLACKSTONE MTG TR INC COM CL A 09257W100 6757 181549 SH SOLE 0 0 181549 CHARTER COMMUNICATIONS INC N CL A 16119P108 6725 13863 SH SOLE 0 0 13863 ELEMENT SOLUTIONS INC COM 28618M106 1503 128670 SH SOLE 0 0 128670 FACEBOOK INC CL A 30303M102 206 1002 SH SOLE 0 0 1002 GCI LIBERTY INC COM CLASS A 36164V305 9424 133014 SH SOLE 0 0 133014 GOLDMAN SACHS GROUP INC COM 38141G104 323 1403 SH SOLE 0 0 1403 INVESCO EXCHNG TRADED FD TR FTSE RAFI EMNG 46138E727 4777 214227 SH SOLE 0 0 214227 INVESCO EXCHNG TRADED FD TR FTSE RAFI SML 46138E735 2 48 SH SOLE 0 0 48 MANNKIND CORP COM NEW 56400P706 13 10115 SH SOLE 0 0 10115 MCKESSON CORP COM 58155Q103 231 1668 SH SOLE 0 0 1668 NEXSTAR MEDIA GROUP INC CL A 65336K103 5873 50091 SH SOLE 0 0 50091 PINNACLE FINL PARTNERS INC COM 72346Q104 205 3200 SH SOLE 0 0 3200 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 8117 553659 SH SOLE 0 0 553659 VAIL RESORTS INC COM 91879Q109 3682 15352 SH SOLE 0 0 15352 VENTAS INC COM 92276F100 3267 56582 SH SOLE 0 0 56582 YAMANA GOLD INC COM 98462Y100 70 17617 SH SOLE 0 0 17617 NOMAD FOODS LTD USD ORD SHS G6564A105 2393 106992 SH SOLE 0 0 106992