PYA Waltman Capital’s SPX Corp SPXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$478K	Hold	2,391	–	–	0.13%	59
2025 Q4	$478K	Hold	2,391	–	–	0.13%	61
2025 Q3	$447K	Hold	2,391	–	–	0.12%	59
2025 Q2	$401K	Hold	2,391	–	–	0.12%	60
2025 Q1	$308K	Hold	2,391	–	–	0.1%	60
2024 Q4	$348K	Hold	2,391	–	–	0.11%	63
2024 Q3	$381K	Hold	2,391	–	–	0.12%	60
2024 Q2	$340K	Hold	2,391	–	–	0.12%	58
2024 Q1	$294K	Hold	2,391	–	–	0.11%	60
2023 Q4	$242K	Buy	+2,391	New	+$207K	0.1%	61
2022 Q4	–	Sell	-2,391	Closed	-$132K	–	172
2022 Q3	$132K	Hold	2,391	–	–	0.08%	67
2022 Q2	$126K	Hold	2,391	–	–	0.07%	65
2022 Q1	$118K	Hold	2,391	–	–	0.06%	64
2021 Q4	$143K	Buy	+2,391	New	+$145K	0.07%	57

Other funds holding SPXC

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PYA Waltman Capital held its SPX Corp (SPXC) position steady in Q1 2026 at 2,391 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #59.

PYA Waltman Capital first reported a position in SPXC in Q4 2021 and has held it in 14 quarters since. The position peaked at $478K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

PYA Waltman Capital held 2,391 shares of SPX Corp worth $478K as of Q1 2026.
PYA Waltman Capital left its SPX Corp share count unchanged in Q1 2026.
SPX Corp made up 0.13% of PYA Waltman Capital's portfolio in Q1 2026, its #59 holding.
PYA Waltman Capital first reported a position in SPX Corp in Q4 2021 and has held it in 14 quarters since.
PYA Waltman Capital's SPX Corp position peaked at $478K in Q4 2025.
481 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

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