# EDGAR Filing Document

**Accession Number:** 0001800135
**File Stem:** 0001800135-23-000001
**Filing Date:** 2023-2
**Character Count:** 9437
**Document Hash:** b96fc32f98715a8a8630ce7705769242
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001800135-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001800135-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**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:** 23629380

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PYA Waltman Capital LLC<br>**Address:** 1402 EBENEZER RD<br>KNOXVILLE, TN 37922

**Form 13F File Number:** 028-19970

**CRD Number (if applicable):** 000137283

**SEC File Number (if applicable):** 801-64909

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jessica Ott<br>**Title:** CCO<br>**Phone:** 8656936301

**Signature, Place, and Date of Signing:**

Jessica Ott  Knoxville, TN  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $190492765

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 878835 | 5438 | SH |  | SOLE | 0 | 0 | 0 | 5438 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 2460832 | 47333 | SH |  | SOLE | 0 | 0 | 0 | 47333 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 293155 | 951 | SH |  | SOLE | 0 | 0 | 0 | 951 |
| ALLSTATE CORP | COM | 020002101 |  | 526399 | 3882 | SH |  | SOLE | 0 | 0 | 0 | 3882 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5433468 | 61583 | SH |  | SOLE | 0 | 0 | 0 | 61583 |
| AMAZON COM INC | COM | 023135106 |  | 4355820 | 51855 | SH |  | SOLE | 0 | 0 | 0 | 51855 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 414186 | 1955 | SH |  | SOLE | 0 | 0 | 0 | 1955 |
| AMGEN INC | COM | 031162100 |  | 775051 | 2951 | SH |  | SOLE | 0 | 0 | 0 | 2951 |
| APPLE INC | COM | 037833100 |  | 1037751 | 7987 | SH |  | SOLE | 0 | 0 | 0 | 7987 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 |  | 5365298 | 209255 | SH |  | SOLE | 0 | 451 | 0 | 208804 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 34222818 | 110789 | SH |  | SOLE | 0 | 169 | 0 | 110620 |
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 |  | 4578558 | 216276 | SH |  | SOLE | 0 | 0 | 0 | 216276 |
| BOEING CO | COM | 097023105 |  | 218111 | 1145 | SH |  | SOLE | 0 | 0 | 0 | 1145 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 282404 | 3925 | SH |  | SOLE | 0 | 0 | 0 | 3925 |
| BROADCOM INC | COM | 11135F101 |  | 598269 | 1070 | SH |  | SOLE | 0 | 0 | 0 | 1070 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 3534212 | 10422 | SH |  | SOLE | 0 | 0 | 0 | 10422 |
| CHEVRON CORP NEW | COM | 166764100 |  | 528598 | 2945 | SH |  | SOLE | 0 | 0 | 0 | 2945 |
| CISCO SYS INC | COM | 17275R102 |  | 274549 | 5763 | SH |  | SOLE | 0 | 0 | 0 | 5763 |
| DISNEY WALT CO | COM | 254687106 |  | 219198 | 2523 | SH |  | SOLE | 0 | 0 | 0 | 2523 |
| ETSY INC | COM | 29786A106 |  | 1432569 | 11960 | SH |  | SOLE | 0 | 0 | 0 | 11960 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 365645 | 3315 | SH |  | SOLE | 0 | 0 | 0 | 3315 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 223073 | 9105 | SH |  | SOLE | 0 | 0 | 0 | 9105 |
| FORWARD AIR CORP | COM | 349853101 |  | 1004532 | 9577 | SH |  | SOLE | 0 | 0 | 0 | 9577 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 506889 | 2043 | SH |  | SOLE | 0 | 0 | 0 | 2043 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 228747 | 2730 | SH |  | SOLE | 0 | 0 | 0 | 2730 |
| GENUINE PARTS CO | COM | 372460105 |  | 327413 | 1887 | SH |  | SOLE | 0 | 0 | 0 | 1887 |
| HECLA MNG CO | COM | 422704106 |  | 118934 | 21391 | SH |  | SOLE | 0 | 0 | 0 | 21391 |
| HEICO CORP NEW | CL A | 422806208 |  | 6846804 | 57128 | SH |  | SOLE | 0 | 0 | 0 | 57128 |
| HOME DEPOT INC | COM | 437076102 |  | 852190 | 2698 | SH |  | SOLE | 0 | 0 | 0 | 2698 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 658287 | 2472 | SH |  | SOLE | 0 | 143 | 0 | 2329 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 794065 | 8187 | SH |  | SOLE | 0 | 0 | 0 | 8187 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4597837 | 26028 | SH |  | SOLE | 0 | 0 | 0 | 26028 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 796420 | 5939 | SH |  | SOLE | 0 | 0 | 0 | 5939 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 327982 | 3118 | SH |  | SOLE | 0 | 0 | 0 | 3118 |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 |  | 5671133 | 74356 | SH |  | SOLE | 0 | 0 | 0 | 74356 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 543896 | 1118 | SH |  | SOLE | 0 | 0 | 0 | 1118 |
| MARKEL CORP | COM | 570535104 |  | 14268417 | 10830 | SH |  | SOLE | 0 | 16 | 0 | 10814 |
| MCDONALDS CORP | COM | 580135101 |  | 327568 | 1243 | SH |  | SOLE | 0 | 0 | 0 | 1243 |
| MICROSOFT CORP | COM | 594918104 |  | 893569 | 3726 | SH |  | SOLE | 0 | 0 | 0 | 3726 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 261919 | 3133 | SH |  | SOLE | 0 | 0 | 0 | 3133 |
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 |  | 2408014 | 139676 | SH |  | SOLE | 0 | 0 | 0 | 139676 |
| NVR INC | COM | 62944T105 |  | 3344121 | 725 | SH |  | SOLE | 0 | 0 | 0 | 725 |
| PAN AMERN SILVER CORP | COM | 697900108 |  | 237469 | 14533 | SH |  | SOLE | 0 | 0 | 0 | 14533 |
| PEPSICO INC | COM | 713448108 |  | 748655 | 4144 | SH |  | SOLE | 0 | 0 | 0 | 4144 |
| POST HLDGS INC | COM | 737446104 |  | 11096999 | 122945 | SH |  | SOLE | 0 | 253 | 0 | 122692 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 404067 | 3705 | SH |  | SOLE | 0 | 0 | 0 | 3705 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 846614 | 5586 | SH |  | SOLE | 0 | 0 | 0 | 5586 |
| ROSS STORES INC | COM | 778296103 |  | 15748499 | 135681 | SH |  | SOLE | 0 | 434 | 0 | 135247 |
| S GLOBAL INC | COM | 78409V104 |  | 7900270 | 23587 | SH |  | SOLE | 0 | 0 | 0 | 23587 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 |  | 257136 | 2318 | SH |  | SOLE | 0 | 0 | 0 | 2318 |
| SPROTT PHYSICAL GOLD  SILVE | TR UNIT | 85208R101 |  | 10685122 | 595935 | SH |  | SOLE | 0 | 1167 | 0 | 594768 |
| STARBUCKS CORP | COM | 855244109 |  | 309206 | 3117 | SH |  | SOLE | 0 | 0 | 0 | 3117 |
| TEXAS INSTRS INC | COM | 882508104 |  | 693263 | 4196 | SH |  | SOLE | 0 | 0 | 0 | 4196 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 11513225 | 18285 | SH |  | SOLE | 0 | 0 | 0 | 18285 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 321170 | 1713 | SH |  | SOLE | 0 | 0 | 0 | 1713 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 851642 | 4899 | SH |  | SOLE | 0 | 0 | 0 | 4899 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 3685540 | 15463 | SH |  | SOLE | 0 | 0 | 0 | 15463 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 481769 | 2520 | SH |  | SOLE | 0 | 0 | 0 | 2520 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 11635198 | 201231 | SH |  | SOLE | 0 | 0 | 0 | 201231 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 279385 | 7091 | SH |  | SOLE | 0 | 0 | 0 | 7091 |

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