PYA Waltman Capital, LLC

Position in MSTR — Strategy Inc

CIK 1800135 KNOXVILLE, TN

Position in MSTR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$202,800

-$44,118 QoQ

Shares Held

1,625

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $14,003,656 across 2 Software - Application names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ROP	Roper Technologies Inc	31,188	$10,553,707
2	ADP	Automatic Data Processing Inc	15,405	$3,449,949

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$202,800	1,625	0.0%	Shares	Sole	2026-05-13
2025-12-31	$246,918	1,625	+111.0%	Shares	Sole	2026-02-13
2025-09-30	$248,101	770	0.0%	Shares	Sole	2025-11-14
2025-06-30	$311,257	770	0.0%	Shares	Sole	2025-08-14
2025-03-31	$221,967	770	+5033.3%	Shares	Sole	2025-05-01
2022-09-30	$3,183	15	0.0%	Shares	Sole	2022-11-04
2022-06-30	$2,464	15	0.0%	Shares	Sole	2022-08-12
2022-03-31	$7,294	15	0.0%	Shares	Sole	2022-05-09
2021-12-31	$8,167	15	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.