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 Q2	$509K	Sell	2,076 -315	-13%	-$68.9K	0.12%	56
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PYA Waltman Capital's SPXC Position: Q2 2026 in Review

PYA Waltman Capital reduced its SPX Corp (SPXC) stake by 13% in Q2 2026, selling an estimated $68.9K and leaving 2,076 shares worth $509K. The position accounts for 0.12% of the portfolio, ranked #56.

PYA Waltman Capital first reported a position in SPXC in Q4 2021 and has held it in 15 quarters since. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

PYA Waltman Capital held 2,076 shares of SPX Corp worth $509K as of Q2 2026.
PYA Waltman Capital sold 315 SPX Corp shares in Q2 2026, an estimated $68.9K.
SPX Corp made up 0.12% of PYA Waltman Capital's portfolio in Q2 2026, its #56 holding.
PYA Waltman Capital first reported a position in SPX Corp in Q4 2021 and has held it in 15 quarters since.
513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.