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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

PYA Waltman Capital, LLC INSTITUTION : PYA Waltman Capital, LLC
PYA Waltman Capital, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 21,436,000 117,243 22.70%
POST HLDGS INC    (COM) POST 9,335,000 112,516 9.88%
GCI LIBERTY INC    (COM CLASS A) 8,065,000 141,560 8.54%
SPROTT PHYSICAL GOLD & SILVE    (TR UNIT) 8,055,000 550,965 8.53%
MARKEL CORP    (COM) MKL 6,448,000 6,949 6.83%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 6,424,000 14,723 6.80%
TRANSDIGM GROUP INC    (COM) TDG 4,922,000 15,373 5.21%
HEICO CORP NEW    (CL A) HEI/A 3,585,000 56,108 3.79%
INVESCO EXCHANGE-TRADED FD T    (FTSE RAFI EMNG) 3,338,000 216,327 3.53%
BLACKSTONE MTG TR INC    (COM CL A) BXMT 3,336,000 179,146 3.53%
NEXSTAR MEDIA GROUP INC    (CL A) NXST 3,288,000 56,946 3.48%
DOUBLELINE INCOME SOLUTIONS    (COM) DSL 2,630,000 197,166 2.78%
AGNICO EAGLE MINES LTD    (COM) AEM 2,269,000 57,021 2.40%
VAIL RESORTS INC    (COM) MTN 2,244,000 15,195 2.37%
NOMAD FOODS LTD    (USD ORD SHS) NOMD 1,893,000 102,014 2.00%
JOHNSON & JOHNSON    (COM) JNJ 1,717,000 13,092 1.81%
VENTAS INC    (COM) VTR 1,483,000 55,337 1.57%
ROSS STORES INC    (COM) ROST 610,000 7,010 0.64%
FORWARD AIR CORP    (COM) FWRD 485,000 9,577 0.51%
MICROSOFT CORP    (COM) MSFT 482,000 3,056 0.51%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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