PYA Waltman Capital’s Pan American Silver PAAS Stock Holding History

PYA Waltman Capital’s Portfolio PAAS Stock Details PAAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$372K	Sell	6,812 -2,560	-27%	-$148K	0.1%	60
2025 Q4	$486K	Sell	9,372 -590	-6%	-$24.7K	0.13%	60
2025 Q3	$386K	Sell	9,962 -334	-3%	-$10.7K	0.1%	62
2025 Q2	$292K	Sell	10,296 -714	-6%	-$18.5K	0.08%	66
2025 Q1	$284K	Sell	11,010 -339	-3%	-$8.11K	0.09%	63
2024 Q4	$229K	Sell	11,349 -1,000	-8%	-$22.4K	0.07%	69
2024 Q3	$258K	Hold	12,349	–	–	0.08%	65
2024 Q2	$245K	Sell	12,349 -2,100	-15%	-$41.4K	0.09%	61
2024 Q1	$218K	Sell	14,449 -731	-5%	-$10.1K	0.08%	62
2023 Q4	$248K	Sell	15,180 -69	-0.5%	-$1.03K	0.1%	60
2023 Q3	$221K	Hold	15,249	–	–	0.09%	60
2023 Q2	$241K	Buy	15,249 +716	+5%	+$11.8K	0.1%	59
2023 Q1	$265K	Hold	14,533	–	–	0.13%	55
2022 Q4	$237K	Hold	14,533	–	–	0.12%	55
2022 Q3	$231K	Hold	14,533	–	–	0.14%	47
2022 Q2	$286K	Hold	14,533	–	–	0.16%	35
2022 Q1	$397K	Hold	14,533	–	–	0.2%	29
2021 Q4	$363K	Hold	14,533	–	–	0.19%	29
2021 Q3	$338K	Hold	14,533	–	–	0.18%	29
2021 Q2	$415K	Hold	14,533	–	–	0.22%	28
2021 Q1	$436K	Hold	14,533	–	–	0.25%	26
2020 Q4	$502K	Hold	14,533	–	–	0.3%	24
2020 Q3	$467K	Sell	14,533 -1,746	-11%	-$60K	0.33%	24
2020 Q2	$495K	Hold	16,279	–	–	0.41%	22
2020 Q1	$233K	Hold	16,279	–	–	0.25%	24
2019 Q4	$386K	Buy	+16,279	New	+$302K	0.35%	20

Other funds holding PAAS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PYA Waltman Capital's PAAS Position: Q1 2026 in Review

PYA Waltman Capital reduced its Pan American Silver (PAAS) stake by 27% in Q1 2026, selling an estimated $148K and leaving 6,812 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #60.

PYA Waltman Capital first reported a position in PAAS in Q4 2019 and has held it in 26 quarters since. The position peaked at $502K in Q4 2020. 612 funds tracked by Wall St. Rank hold PAAS as of Q1 2026.

PYA Waltman Capital held 6,812 shares of Pan American Silver worth $372K as of Q1 2026.
PYA Waltman Capital sold 2,560 Pan American Silver shares in Q1 2026, an estimated $148K.
Pan American Silver made up 0.1% of PYA Waltman Capital's portfolio in Q1 2026, its #60 holding.
PYA Waltman Capital first reported a position in Pan American Silver in Q4 2019 and has held it in 26 quarters since.
PYA Waltman Capital's Pan American Silver position peaked at $502K in Q4 2020.
612 funds tracked by Wall St. Rank held Pan American Silver as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.