0001398344-20-021348.txt : 20201104 0001398344-20-021348.hdr.sgml : 20201104 20201104102212 ACCESSION NUMBER: 0001398344-20-021348 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201104 DATE AS OF CHANGE: 20201104 EFFECTIVENESS DATE: 20201104 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: 201285530 BUSINESS ADDRESS: STREET 1: 1402 EBENEZER RD CITY: KNOXVILLE STATE: TN ZIP: 37922 BUSINESS PHONE: 865-693-6301 MAIL ADDRESS: STREET 1: 1402 EBENEZER RD CITY: KNOXVILLE STATE: TN ZIP: 37922 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001800135 XXXXXXXX 09-30-2020 09-30-2020 false PYA Waltman Capital, LLC

1402 EBENEZER RD KNOXVILLE TN 37922

13F HOLDINGS REPORT 028-19970 N Jessica Ott 865-693-6301 /s/ Jessica Ott Knoxville TN 11-04-2020 0 44 141972 INFORMATION TABLE 2 fp0058374_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 4565 57341 SH SOLE 0 0 57341 APPLE INC COM 037833100 400 3456 SH SOLE 0 0 3456 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27582 129531 SH SOLE 0 0 129531 BLACKSTONE MTG TR INC COM CL A 09257W100 4131 188023 SH SOLE 0 0 188023 CHARTER COMMUNICATIONS INC N CL A 16119P108 9656 15465 SH SOLE 0 0 15465 DISNEY WALT CO COM DISNEY 254687106 279 2250 SH SOLE 0 0 2250 DOUBLELINE INCOME SOLUTIONS COM 258622109 3321 207280 SH SOLE 0 0 207280 ELEMENT SOLUTIONS INC COM 28618M106 560 53255 SH SOLE 0 0 53255 FACEBOOK INC CL A 30303M102 462 1763 SH SOLE 0 0 1763 FORWARD AIR CORP COM 349853101 550 9577 SH SOLE 0 0 9577 GCI LIBERTY INC COM CLASS A 36164V305 12462 152048 SH SOLE 0 0 152048 GENERAL ELECTRIC CO COM 369604103 136 21844 SH SOLE 0 0 21844 HECLA MNG CO COM 422704106 140 27494 SH SOLE 0 0 27494 HEICO CORP NEW COM 422806109 52 499 SH SOLE 0 0 499 HEICO CORP NEW CL A 422806208 5416 61084 SH SOLE 0 0 61084 INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 4207 239705 SH SOLE 0 0 239705 JOHNSON & JOHNSON COM 478160104 2071 13911 SH SOLE 0 0 13911 LEIDOS HOLDINGS INC COM 525327102 278 3118 SH SOLE 0 0 3118 MANNKIND CORP COM NEW 56400P706 19 10028 SH SOLE 0 0 10028 MARKEL CORP COM 570535104 7552 7756 SH SOLE 0 0 7756 MICROSOFT CORP COM 594918104 564 2682 SH SOLE 0 0 2682 NEXSTAR MEDIA GROUP INC CL A 65336K103 6091 67727 SH SOLE 0 0 67727 NOMAD FOODS LTD USD ORD SHS G6564A105 2854 112000 SH SOLE 0 0 112000 NVR INC COM 62944T105 1151 282 SH SOLE 0 0 282 PAN AMERN SILVER CORP COM 697900108 467 14533 SH SOLE 0 0 14533 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 250 2450 SH SOLE 0 0 2450 POST HLDGS INC COM 737446104 11991 139428 SH SOLE 0 0 139428 QURATE RETAIL INC COM SER A 74915M100 2130 296722 SH SOLE 0 0 296722 ROSS STORES INC COM 778296103 5817 62334 SH SOLE 0 0 62334 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 10305 561886 SH SOLE 0 0 561886 TRANSDIGM GROUP INC COM 893641100 7227 15211 SH SOLE 0 0 15211 UNITED PARCEL SERVICE INC CL B 911312106 262 1573 SH SOLE 0 0 1573 VAIL RESORTS INC COM 91879Q109 4445 20772 SH SOLE 0 0 20772 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35 115 SH SOLE 0 0 115 VANGUARD INDEX FDS MID CAP ETF 922908629 91 515 SH SOLE 0 0 515 VANGUARD INDEX FDS GROWTH ETF 922908736 69 304 SH SOLE 0 0 304 VANGUARD INDEX FDS VALUE ETF 922908744 374 3576 SH SOLE 0 0 3576 VANGUARD INDEX FDS TOTAL STK MKT 922908769 15 89 SH SOLE 0 0 89 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 425 6846 SH SOLE 0 0 6846 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 311 3372 SH SOLE 0 0 3372 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 307 2388 SH SOLE 0 0 2388 VENTAS INC COM 92276F100 2681 63892 SH SOLE 0 0 63892 WHEATON PRECIOUS METALS CORP COM 962879102 209 4251 SH SOLE 0 0 4251 YAMANA GOLD INC COM 98462Y100 62 10945 SH SOLE 0 0 10945