PYA Waltman Capital, LLC

Position in GE — General Electric Co

CIK 1800135 KNOXVILLE, TN

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,030,373

+$255,681 QoQ

Shares Held

2,757

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,702

of 3,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $43,023,758 across 5 Aerospace & Defense names. GE ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HEI	Heico Corp	69,745	$17,987,932
2	TDG	TransDigm Group INC	11,996	$15,979,151
3	GD	General Dynamics Corp	11,650	$4,126,896
4	LMT	Lockheed Martin Corp	7,654	$3,899,406
5	GE	General Electric Co This page	2,757	$1,030,373

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,030,373	2,757	+1.0%	Shares	Sole	2026-08-14
2026-03-31	$774,692	2,730	0.0%	Shares	Sole	2026-05-13
2025-12-31	$840,921	2,730	0.0%	Shares	Sole	2026-02-13
2025-09-30	$821,238	2,730	0.0%	Shares	Sole	2025-11-14
2025-06-30	$702,674	2,730	0.0%	Shares	Sole	2025-08-14
2025-03-31	$546,409	2,730	0.0%	Shares	Sole	2025-05-01
2024-12-31	$455,336	2,730	0.0%	Shares	Sole	2025-02-03
2024-09-30	$514,823	2,730	0.0%	Shares	Sole	2024-11-15
2024-06-30	$433,988	2,730	0.0%	Shares	Sole	2024-08-12
2024-03-31	$479,196	2,730	0.0%	Shares	Sole	2024-05-13
2023-12-31	$348,429	2,730	0.0%	Shares	Sole	2024-02-05
2023-09-30	$301,801	2,730	-3.8%	Shares	Sole	2023-11-13
2023-06-30	$311,864	2,839	+4.0%	Shares	Sole	2023-08-15
2023-03-31	$260,988	2,730	0.0%	Shares	Sole	2023-05-09
2022-12-31	$228,746	2,730	0.0%	Shares	Sole	2023-02-14
2022-09-30	$169,014	2,730	0.0%	Shares	Sole	2022-11-04
2022-06-30	$173,819	2,730	0.0%	Shares	Sole	2022-08-12
2022-03-31	$249,794	2,730	0.0%	Shares	Sole	2022-05-09
2021-12-31	$257,903	2,730	0.0%	Shares	Sole	2022-02-07
2021-09-30	$281,271	2,730	-87.5%	Shares	Sole	2021-11-12
2021-06-30	$294,020	21,844	0.0%	Shares	Sole	2021-08-10
2021-03-31	$286,811	21,844	0.0%	Shares	Sole	2021-05-10
2020-12-31	$235,915	21,844	0.0%	Shares	Sole	2021-02-03
2020-09-30	$136,088	21,844	0.0%	Shares	Sole	2020-11-04
2020-06-30	$149,194	21,844	0.0%	Shares	Sole	2020-11-04
2020-03-31	$173,441	21,844	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.