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PYA Waltman Capital, LLC - J. William Waltman, Jr.
PYA Waltman Capital, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2022
18 Followers
J. William Waltman, Jr. PYA Waltman Capital, LLC
Hedge Fund Manager
Ranked #322 out of 468 Hedge Fund Managers
Portfolio Gain
+8.37%
Since Jan 2016
Sharpe Ratio
0.20
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$170.00K
J. William Waltman, Jr. manages more assets than 0% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+2.81%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
34118.03% Financial
21666.38% Consumer Defensive
18787.63% Technology
10956.27% General
5991.56% Healthcare
4438.26% Services
1899.46% Basic Materials
1432.49% Industrial Goods
672.17% Utilities
A breakdown of PYA Waltman Capital, LLC's portfolio by sector
PYA Waltman Capital, LLC Portfolio Activity
SPDR S&P 500 ETF Trust
Not Changed
General
$395.71
($359.70-$431.73)
+7.70%
0.00%
96.44K
56.47%
3D Systems
Not Changed
Technology
$10.66
($7.80-$13.52)
-7.14%
0.00%
542.00
0.32%
3M
Not Changed
Industrial Goods
$131.86
($111.42-$152.30)
+10.00%
0.00%
16.24K
9.44%
Abbott Labs
Not Changed
Healthcare
$105.04
($97.55-$112.53)
+12.33%
0.00%
53.22K
31.16%
Advance Auto Parts
Not Changed
Consumer Defensive
$184.71
($157.16-$212.25)
-7.39%
0.00%
125.23K
72.89%
Aercap Holdings
Not Changed
Financial
$44.45
($37.87-$51.03)
+33.90%
0.00%
21.16K
12.45%
Air Products and Chemicals
Added
Basic Materials
$246.88
($218.88-$274.89)
+34.08%
+215.87%
185.25K
108.97%
Alcoa
Not Changed
Basic Materials
$45.97
($33.70-$58.23)
+31.65%
0.00%
403.00
0.24%
Agnico Eagle
Added
Basic Materials
$42.16
($36.69-$47.63)
+25.61%
+3.36%
2.19M
1278.83%
Allstate
Added
Financial
$122.58
($111.85-$133.31)
+10.21%
+179.06%
389.90K
227.89%
See a list of PYA Waltman Capital, LLC's holdings, as reported to the SEC on Sep 30, 2022. Click on any holding to see more details
Measured Performance
Compare PYA Waltman Capital, LLC's performance with other Hedge Funds and the S&P 500
PYA Waltman Capital, LLC activity FAQ
What is PYA Waltman Capital, LLC’s portfolio gain since Jun 2013?
PYA Waltman Capital, LLC’s portfolio gain since Jun 2013 was 8.37%.
What is PYA Waltman Capital, LLC’s Sharpe Ratio?
PYA Waltman Capital, LLC’s Sharpe Ratio is 0.20.
What is PYA Waltman Capital, LLC’s portfolio value?
PYA Waltman Capital, LLC’s portfolio value is $170.00K.
What is PYA Waltman Capital, LLC’s average return since the fund’s last 13F filing?
PYA Waltman Capital, LLC’s average return since the fund’s last 13F filing is 12.91%.
What was PYA Waltman Capital, LLC’s average return in the last 12 months?
PYA Waltman Capital, LLC’s average return in the last 12 months was -9.26%.
What was PYA Waltman Capital, LLC’s average return in the last 3 years?
PYA Waltman Capital, LLC’s average return in the last 3 years was 2.81%.
When was the most recent most recent 13F form submitted by PYA Waltman Capital, LLC?
PYA Waltman Capital, LLC's most recent 13F form was submitted on Sep 30, 2022.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is J. William Waltman, Jr. Net Worth?
J. William Waltman, Jr. is Managing PYA Waltman Capital, LLC which has a net worth of $170.00K.
TipRanks & Hedge Funds: TipRanks measures the performance of J. William Waltman, Jr. and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.