Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of PYA Waltman Capital, LLC

Industry Market Value
Percent
14 - Mining And Quarrying Of Nonmetallic Minerals, Except Fuels 106,000 0.10
20 - Food And Kindred Products 10,551,000 9.47
28 - Chemicals And Allied Products 3,412,000 3.06
35 - Industrial And Commercial Machinery And Computer Equipment 290,000 0.26
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 374,000 0.34
37 - Transportation Equipment 13,223,000 11.87
47 - Transportation Services 670,000 0.60
48 - Communications 22,333,000 20.05
51 - Wholesale Trade-non-durable Goods 231,000 0.21
60 - Depository Institutions 205,000 0.18
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 323,000 0.29
63 - Insurance Carriers 21,764,000 19.54
67 - Holding And Other Investment Offices 10,024,000 9.00
73 - Business Services 1,034,000 0.93
79 - Amusement And Recreation Services 3,682,000 3.31
Industry Not Reported 23,173,000 20.80
Total 111,395,000 100.00