BANYAN CAPITAL MANAGEMENT, INC. Activity Q4 2018-Q3 2023

Q3 2023

			Value		Shares		↓ Weighting
BRKB	Sell	BERKSHIRE HATHAWAY Bstock	$15,934	+1.3%	45,488	-1.4%	10.36%	-0.5%
MKL	Sell	MARKELstock	$15,907	+6.2%	10,803	-0.3%	10.34%	+4.3%
CI	Sell	CIGNAstock	$15,439	+1.8%	53,969	-0.2%	10.03%	-0.0%
AAPL	Sell	APPLEstock	$13,602	-20.5%	79,445	-9.9%	8.84%	-21.9%
CHTR	Sell	CHARTER COMMUNICATIONSstock	$12,507	+19.5%	28,437	-0.2%	8.13%	+17.4%
VNT	Sell	VONTIERstock	$12,356	-4.9%	399,618	-0.9%	8.03%	-6.6%
PH	Sell	PARKER HANNIFINstock	$12,338	-1.8%	31,674	-1.6%	8.02%	-3.5%
AXP	Sell	AMERICAN EXPRESSstock	$9,438	-14.8%	63,259	-0.5%	6.13%	-16.3%
KMX	Sell	CARMAXstock	$9,045	-15.8%	127,884	-0.3%	5.88%	-17.2%
LSXMK	Buy	LIBERTY SIRIUS Cstock	$8,330	-3.5%	327,173	+24.1%	5.41%	-5.2%
LH	Buy	LABCORPstock	$6,990	-16.6%	34,769	+0.1%	4.54%	-18.0%
DHR	Sell	DANAHERstock	$6,409	+1.9%	25,834	-1.4%	4.16%	+0.1%
	New	PHINIAstock	$6,341	–	236,685	–	4.12%	–
	Buy	HEINEKEN HOLDINGSstock	$4,711	-12.5%	62,416	+0.9%	3.06%	-14.0%
	New	LIBERTY LIVE Cstock	$1,954	–	60,885	–	1.27%	–
	New	FORTREA HOLDINGSstock	$742	–	25,946	–	0.48%	–

Q2 2023

			Value		Shares		↓ Weighting
AAPL	New	APPLEstock	$17,102	–	88,170	–	11.31%	–
BRKB	New	BERKSHIRE HATHAWAY Bstock	$15,734	–	46,142	–	10.41%	–
CI	New	CIGNAstock	$15,171	–	54,065	–	10.04%	–
MKL	New	MARKELstock	$14,981	–	10,831	–	9.91%	–
VNT	New	VONTIERstock	$12,993	–	403,391	–	8.59%	–
PH	New	PARKER HANNIFINstock	$12,561	–	32,205	–	8.31%	–
AXP	New	AMERICAN EXPRESSstock	$11,078	–	63,593	–	7.33%	–
KMX	New	CARMAXstock	$10,739	–	128,306	–	7.10%	–
CHTR	New	CHARTER COMMUNICATIONSstock	$10,469	–	28,497	–	6.92%	–
LSXMK	New	LIBERTY SIRIUS Cstock	$8,629	–	263,641	–	5.71%	–
LH	New	LABCORPstock	$8,380	–	34,723	–	5.54%	–
DHR	New	DANAHERstock	$6,291	–	26,211	–	4.16%	–
	New	HEINEKEN HOLDINGSstock	$5,383	–	61,870	–	3.56%	–
LBRDK	New	LIBERTY BROADBAND Cstock	$1,237	–	15,443	–	0.82%	–
LSXMA	New	LIBERTY SIRIUS Astock	$245	–	7,469	–	0.16%	–
LBRDA	New	LIBERTY BROADBAND Astock	$192	–	2,405	–	0.13%	–

Q4 2022

			Value		Shares		↓ Weighting
LBRDA	Exit	LIBERTY BROADBAND Astock	$0	–	-2,405	–	-0.13%	–
LSXMA	Exit	LIBERTY SIRIUS Astock	$0	–	-7,488	–	-0.21%	–
LBRDK	Exit	LIBERTY BROADBAND Cstock	$0	–	-7,662	–	-0.42%	–
ATUS	Exit	ALTICEstock	$0	–	-569,354	–	-2.47%	–
KMX	Exit	CARMAXstock	$0	–	-84,238	–	-4.14%	–
VNT	Exit	VONTIERstock	$0	–	-404,863	–	-5.03%	–
DHR	Exit	DANAHERstock	$0	–	-26,461	–	-5.09%	–
LH	Exit	LABCORPstock	$0	–	-34,829	–	-5.31%	–
MO	Exit	ALTRIAstock	$0	–	-181,350	–	-5.45%	–
PH	Exit	PARKER HANNIFINstock	$0	–	-33,070	–	-5.96%	–
AXP	Exit	AMERICAN EXPRESSstock	$0	–	-64,914	–	-6.52%	–
LSXMK	Exit	LIBERTY SIRIUS Cstock	$0	–	-232,314	–	-6.52%	–
CHTR	Exit	CHARTER COMMUNICATIONSstock	$0	–	-30,409	–	-6.86%	–
Y	Exit	ALLEGHANYstock	$0	–	-11,247	–	-7.02%	–
MKL	Exit	MARKELstock	$0	–	-10,731	–	-8.66%	–
BRKB	Exit	BERKSHIRE HATHAWAY Bstock	$0	–	-47,234	–	-9.39%	–
AAPL	Exit	APPLEstock	$0	–	-93,400	–	-9.61%	–
CI	Exit	CIGNAstock	$0	–	-54,277	–	-11.21%	–

Q3 2022

			Value		Shares		↓ Weighting
CI	Sell	CIGNAstock	$15,060,000	+5.0%	54,277	-0.3%	11.21%	+15.8%
AAPL	Sell	APPLEstock	$12,908,000	-9.0%	93,400	-10.0%	9.61%	+0.4%
BRKB	Buy	BERKSHIRE HATHAWAY Bstock	$12,612,000	-0.8%	47,234	+1.4%	9.39%	+9.4%
MKL	Buy	MARKELstock	$11,635,000	-15.9%	10,731	+0.3%	8.66%	-7.2%
Y	Sell	ALLEGHANYstock	$9,440,000	-16.8%	11,247	-17.4%	7.02%	-8.2%
CHTR	Buy	CHARTER COMMUNICATIONSstock	$9,225,000	-31.3%	30,409	+6.0%	6.86%	-24.2%
LSXMK	Sell	LIBERTY SIRIUS Cstock	$8,761,000	+4.6%	232,314	-0.0%	6.52%	+15.4%
PH	Sell	PARKER HANNIFINstock	$8,013,000	-2.0%	33,070	-0.5%	5.96%	+8.1%
MO	Sell	ALTRIAstock	$7,323,000	-3.8%	181,350	-0.5%	5.45%	+6.1%
LH	Buy	LABCORPstock	$7,133,000	-5.9%	34,829	+7.7%	5.31%	+3.8%
DHR	Sell	DANAHERstock	$6,835,000	+1.9%	26,461	-0.0%	5.09%	+12.4%
VNT	Buy	VONTIERstock	$6,765,000	-13.7%	404,863	+18.7%	5.03%	-4.8%
KMX	Buy	CARMAXstock	$5,561,000	-13.4%	84,238	+18.7%	4.14%	-4.5%
ATUS	Buy	ALTICEstock	$3,319,000	-36.7%	569,354	+0.4%	2.47%	-30.2%
LSXMA	Sell	LIBERTY SIRIUS Astock	$285,000	+3.3%	7,488	-2.3%	0.21%	+14.0%

Q2 2022

			Value		Shares		↓ Weighting
CI	New	CIGNAstock	$14,349,000	–	54,450	–	9.68%	–
AAPL	New	APPLEstock	$14,190,000	–	103,787	–	9.57%	–
MKL	New	MARKELstock	$13,831,000	–	10,695	–	9.33%	–
CHTR	New	CHARTER COMMUNICATIONSstock	$13,436,000	–	28,677	–	9.06%	–
BRKB	New	BERKSHIRE HATHAWAY Bstock	$12,719,000	–	46,586	–	8.58%	–
Y	New	ALLEGHANYstock	$11,345,000	–	13,618	–	7.65%	–
AXP	New	AMERICAN EXPRESSstock	$8,998,000	–	64,914	–	6.07%	–
LSXMK	New	LIBERTY SIRIUS Cstock	$8,376,000	–	232,356	–	5.65%	–
PH	New	PARKER HANNIFINstock	$8,175,000	–	33,226	–	5.51%	–
VNT	New	VONTIERstock	$7,840,000	–	341,029	–	5.29%	–
MO	New	ALTRIAstock	$7,613,000	–	182,269	–	5.14%	–
LH	New	LABCORPstock	$7,579,000	–	32,340	–	5.11%	–
DHR	New	DANAHERstock	$6,709,000	–	26,462	–	4.52%	–
KMX	New	CARMAXstock	$6,422,000	–	70,974	–	4.33%	–
ATUS	New	ALTICEstock	$5,246,000	–	567,166	–	3.54%	–
LBRDK	New	LIBERTY BROADBAND Cstock	$886,000	–	7,662	–	0.60%	–
LSXMA	New	LIBERTY SIRIUS Astock	$276,000	–	7,663	–	0.19%	–
LBRDA	New	LIBERTY BROADBAND Astock	$273,000	–	2,405	–	0.18%	–

Q4 2021

			Value		Shares		↓ Weighting
LSXMA	Exit	LIBERTY SIRIUS Astock	$0	–	-8,069	–	-0.24%	–
LBRDA	Exit	LIBERTY BROADBAND Astock	$0	–	-2,405	–	-0.26%	–
LBRDK	Exit	LIBERTY BROADBAND Cstock	$0	–	-7,672	–	-0.84%	–
BAC	Exit	BANK OF AMERICAstock	$0	–	-32,913	–	-0.89%	–
TFC	Exit	TRUIST FINANCIALstock	$0	–	-34,342	–	-1.28%	–
VNT	Exit	VONTIERstock	$0	–	-219,644	–	-4.70%	–
MO	Exit	ALTRIAstock	$0	–	-188,012	–	-5.45%	–
DHR	Exit	DANAHERstock	$0	–	-28,972	–	-5.61%	–
Y	Exit	ALLEGHANYstock	$0	–	-14,463	–	-5.75%	–
LH	Exit	LABCORPstock	$0	–	-32,369	–	-5.80%	–
PH	Exit	PARKER HANNIFINstock	$0	–	-33,378	–	-5.94%	–
KMX	Exit	CARMAXstock	$0	–	-77,274	–	-6.29%	–
LSXMK	Exit	LIBERTY SIRIUS Cstock	$0	–	-214,077	–	-6.47%	–
CI	Exit	CIGNAstock	$0	–	-52,987	–	-6.75%	–
AXP	Exit	AMERICAN EXPRESSstock	$0	–	-66,258	–	-7.06%	–
MKL	Exit	MARKELstock	$0	–	-10,647	–	-8.10%	–
BRKB	Exit	BERKSHIRE HATHAWAY Bstock	$0	–	-47,682	–	-8.28%	–
CHTR	Exit	CHARTER COMMUNICATIONSstock	$0	–	-21,210	–	-9.82%	–
AAPL	Exit	APPLEstock	$0	–	-116,101	–	-10.46%	–

Q3 2021

			Value		Shares		↓ Weighting
AAPL	Sell	APPLEstock	$16,428,000	+1.4%	116,101	-1.8%	10.46%	+3.7%
BRKB	Buy	BERKSHIRE HATHAWAY Bstock	$13,014,000	-1.5%	47,682	+0.3%	8.28%	+0.7%
MKL	Buy	MARKELstock	$12,725,000	+4.6%	10,647	+3.9%	8.10%	+7.0%
AXP	Sell	AMERICAN EXPRESSstock	$11,100,000	+0.7%	66,258	-0.7%	7.06%	+3.0%
CI	Buy	CIGNAstock	$10,606,000	-11.7%	52,987	+4.6%	6.75%	-9.6%
LSXMK	Buy	LIBERTY SIRIUS Cstock	$10,162,000	+2.9%	214,077	+0.6%	6.47%	+5.3%
KMX	Sell	CARMAXstock	$9,888,000	-1.5%	77,274	-0.6%	6.29%	+0.8%
PH	Sell	PARKER HANNIFINstock	$9,333,000	-9.3%	33,378	-0.3%	5.94%	-7.2%
LH	Sell	LABCORPstock	$9,110,000	+1.3%	32,369	-0.8%	5.80%	+3.6%
Y	Buy	ALLEGHANYstock	$9,031,000	+6.5%	14,463	+13.8%	5.75%	+8.9%
DHR	Sell	DANAHERstock	$8,820,000	+12.2%	28,972	-1.1%	5.61%	+14.8%
MO	Buy	ALTRIAstock	$8,558,000	-0.5%	188,012	+4.3%	5.45%	+1.8%
VNT	Buy	VONTIERstock	$7,380,000	+8.9%	219,644	+5.6%	4.70%	+11.4%
TFC	Sell	TRUIST FINANCIALstock	$2,014,000	+5.3%	34,342	-0.3%	1.28%	+7.7%
LBRDA	Sell	LIBERTY BROADBAND Astock	$405,000	-3.1%	2,405	-3.2%	0.26%	-0.8%
LSXMA	Sell	LIBERTY SIRIUS Astock	$381,000	-2.3%	8,069	-3.6%	0.24%	0.0%
WFC	Exit	WELLS FARGO	$0	–	-98,661	–	-2.78%	–

Q2 2021

			Value		Shares		↓ Weighting
AAPL	New	APPLE	$16,197,000	–	118,263	–	10.08%	–
CHTR	New	CHARTER COMMUNICATIONS	$15,302,000	–	21,210	–	9.52%	–
BRKB	New	BERKSHIRE HATHAWAY B	$13,216,000	–	47,553	–	8.22%	–
MKL	New	MARKEL	$12,161,000	–	10,248	–	7.57%	–
CI	New	CIGNA	$12,005,000	–	50,639	–	7.47%	–
AXP	New	AMERICAN EXPRESS	$11,027,000	–	66,738	–	6.86%	–
PH	New	PARKER HANNIFIN	$10,287,000	–	33,495	–	6.40%	–
KMX	New	CARMAX	$10,037,000	–	77,718	–	6.25%	–
LSXMK	New	LIBERTY SIRIUS C	$9,872,000	–	212,797	–	6.14%	–
LH	New	LABCORP	$8,997,000	–	32,615	–	5.60%	–
MO	New	ALTRIA	$8,598,000	–	180,326	–	5.35%	–
Y	New	ALLEGHANY	$8,478,000	–	12,709	–	5.28%	–
DHR	New	DANAHER	$7,862,000	–	29,297	–	4.89%	–
VNT	New	VONTIER	$6,778,000	–	208,033	–	4.22%	–
WFC	New	WELLS FARGO	$4,468,000	–	98,661	–	2.78%	–
TFC	New	TRUIST FINANCIAL	$1,913,000	–	34,462	–	1.19%	–
BAC	New	BANK OF AMERICA	$1,357,000	–	32,913	–	0.84%	–
LBRDK	New	LIBERTY BROADBAND C	$1,332,000	–	7,672	–	0.83%	–
LBRDA	New	LIBERTY BROADBAND A	$418,000	–	2,485	–	0.26%	–
LSXMA	New	LIBERTY SIRIUS A	$390,000	–	8,369	–	0.24%	–

Q4 2020

			Value		Shares		↓ Weighting
LSXMA	Exit	LIBERTY SIRIUS Astock	$0	–	-8,369	–	-0.23%	–
LBRDA	Exit	LIBERTY BROADBAND Astock	$0	–	-2,533	–	-0.30%	–
LBRDK	Exit	LIBERTY BROADBAND Cstock	$0	–	-7,872	–	-0.94%	–
TFC	Exit	TRUIST FINANCIALstock	$0	–	-50,779	–	-1.61%	–
WFC	Exit	WELLS FARGOstock	$0	–	-145,051	–	-2.84%	–
DISCK	Exit	DISCOVERY COMMUNICATIONS Cstock	$0	–	-280,160	–	-4.58%	–
LH	Exit	LABCORPstock	$0	–	-33,146	–	-5.20%	–
DHR	Exit	DANAHERstock	$0	–	-30,411	–	-5.46%	–
Y	Exit	ALLEGHANYstock	$0	–	-12,803	–	-5.56%	–
AXP	Exit	AMERICAN EXPRESSstock	$0	–	-67,424	–	-5.64%	–
PH	Exit	PARKER HANNIFINstock	$0	–	-34,095	–	-5.75%	–
LSXMK	Exit	LIBERTY SIRIUS Cstock	$0	–	-213,545	–	-5.89%	–
KMX	Exit	CARMAXstock	$0	–	-84,962	–	-6.51%	–
MKL	Exit	MARKELstock	$0	–	-8,610	–	-6.99%	–
CI	Exit	CIGNAstock	$0	–	-52,308	–	-7.39%	–
BRKB	Exit	BERKSHIRE HATHAWAY Bstock	$0	–	-47,938	–	-8.51%	–
CHTR	Exit	CHARTER COMMUNICATIONSstock	$0	–	-21,396	–	-11.14%	–
AAPL	Exit	APPLEstock	$0	–	-160,238	–	-15.47%	–

Q3 2020

			Value		Shares		↓ Weighting
AAPL	Buy	APPLEstock	$18,557,000	+23.3%	160,238	+288.3%	15.47%	+11.6%
CHTR	Sell	CHARTER COMMUNICATIONSstock	$13,358,000	+21.5%	21,396	-0.8%	11.14%	+10.0%
BRKB	Sell	BERKSHIRE HATHAWAY Bstock	$10,208,000	+18.3%	47,938	-0.9%	8.51%	+7.1%
CI	Buy	CIGNAstock	$8,861,000	-6.4%	52,308	+3.6%	7.39%	-15.3%
MKL	Sell	MARKELstock	$8,384,000	+4.4%	8,610	-1.0%	6.99%	-5.5%
KMX	Sell	CARMAXstock	$7,809,000	-4.2%	84,962	-6.6%	6.51%	-13.2%
LSXMK	Sell	LIBERTY SIRIUS Cstock	$7,064,000	-4.8%	213,545	-0.9%	5.89%	-13.8%
PH	Sell	PARKER HANNIFINstock	$6,899,000	+9.2%	34,095	-1.1%	5.75%	-1.1%
AXP	Sell	AMERICAN EXPRESSstock	$6,759,000	+4.4%	67,424	-0.9%	5.64%	-5.5%
Y	Buy	ALLEGHANYstock	$6,663,000	+63.0%	12,803	+53.2%	5.56%	+47.6%
DHR	Sell	DANAHERstock	$6,548,000	+19.1%	30,411	-2.2%	5.46%	+7.8%
LH	Sell	LABCORPstock	$6,240,000	+12.3%	33,146	-1.0%	5.20%	+1.6%
DISCK	Sell	DISCOVERY COMMUNICATIONS Cstock	$5,491,000	+1.1%	280,160	-0.6%	4.58%	-8.4%
WFC	Sell	WELLS FARGOstock	$3,410,000	-10.4%	145,051	-2.5%	2.84%	-18.9%
TFC	Sell	TRUIST FINANCIALstock	$1,932,000	-6.6%	50,779	-7.8%	1.61%	-15.4%
LBRDK	Sell	LIBERTY BROADBAND Cstock	$1,125,000	+13.1%	7,872	-2.0%	0.94%	+2.4%
LBRDA	Sell	LIBERTY BROADBAND Astock	$359,000	+13.6%	2,533	-2.3%	0.30%	+2.7%
LSXMA	Sell	LIBERTY SIRIUS Astock	$278,000	-6.4%	8,369	-2.8%	0.23%	-15.0%

Q2 2020

			Value		Shares		↓ Weighting
AAPL	New	APPLE INC	$15,054,000	–	41,269	–	13.86%	–
CHTR	New	CHARTER COMMUNICATIONS INC Ncl a	$10,996,000	–	21,561	–	10.12%	–
CI	New	CIGNA CORP NEW	$9,470,000	–	50,468	–	8.72%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$8,632,000	–	48,360	–	7.95%	–
KMX	New	CARMAX INC	$8,150,000	–	91,011	–	7.50%	–
MKL	New	MARKEL CORP	$8,031,000	–	8,700	–	7.40%	–
LSXMK	New	LIBERTY MEDIA CORP DEL	$7,423,000	–	215,483	–	6.84%	–
AXP	New	AMERICAN EXPRESS CO	$6,475,000	–	68,024	–	5.96%	–
PH	New	PARKER HANNIFIN CORP	$6,315,000	–	34,459	–	5.82%	–
LH	New	LABORATORY CORP AMER HLDGS	$5,559,000	–	33,469	–	5.12%	–
DHR	New	DANAHER CORPORATION	$5,499,000	–	31,098	–	5.06%	–
DISCK	New	DISCOVERY INC	$5,430,000	–	281,959	–	5.00%	–
Y	New	ALLEGHANY CORP DEL	$4,087,000	–	8,356	–	3.76%	–
WFC	New	WELLS FARGO CO NEW	$3,807,000	–	148,737	–	3.50%	–
TFC	New	TRUIST FINL CORP	$2,068,000	–	55,084	–	1.90%	–
LBRDK	New	LIBERTY BROADBAND CORP	$995,000	–	8,029	–	0.92%	–
LBRDA	New	LIBERTY BROADBAND CORP	$316,000	–	2,593	–	0.29%	–
LSXMA	New	LIBERTY MEDIA CORP DEL	$297,000	–	8,609	–	0.27%	–

Q4 2019

			Value		Shares		↓ Weighting
LBRDA	Exit	LIBERTY BROADBAND CORP	$0	–	-3,626	–	-0.36%	–
LSXMA	Exit	LIBERTY MEDIA CORP DELAWARE	$0	–	-11,904	–	-0.47%	–
FTV	Exit	FORTIVE CORP	$0	–	-13,837	–	-0.90%	–
LBRDK	Exit	LIBERTY BROADBAND CORP	$0	–	-9,817	–	-0.97%	–
POST	Exit	POST HLDGS INC	$0	–	-27,915	–	-2.80%	–
BBT	Exit	BB&T CORP	$0	–	-58,793	–	-2.98%	–
LH	Exit	LABORATORY CORP AMER HLDGS	$0	–	-28,975	–	-4.61%	–
PH	Exit	PARKER HANNIFIN CORP	$0	–	-27,737	–	-4.75%	–
DHR	Exit	DANAHER CORPORATION	$0	–	-37,164	–	-5.09%	–
Y	Exit	ALLEGHANY CORP DEL	$0	–	-8,155	–	-6.17%	–
AXP	Exit	AMERICAN EXPRESS CO	$0	–	-57,369	–	-6.43%	–
WFC	Exit	WELLS FARGO CO NEW	$0	–	-145,948	–	-7.23%	–
CI	Exit	CIGNA CORP NEW	$0	–	-51,300	–	-7.38%	–
LSXMK	Exit	LIBERTY MEDIA CORP DELAWARE	$0	–	-189,890	–	-7.55%	–
KMX	Exit	CARMAX INC	$0	–	-91,354	–	-7.62%	–
MKL	Exit	MARKEL CORP	$0	–	-7,448	–	-8.34%	–
CHTR	Exit	CHARTER COMMUNICATIONS INC Ncl a	$0	–	-21,627	–	-8.45%	–
AAPL	Exit	APPLE INC	$0	–	-41,834	–	-8.88%	–
BRKB	Exit	BERKSHIRE HATHAWAY INC DELcl b new	$0	–	-45,675	–	-9.01%	–

Q3 2019

			Value		Shares		↓ Weighting
BRKB	Sell	BERKSHIRE HATHAWAY INC DELcl b new	$9,501,000	-7.7%	45,675	-5.4%	9.01%	-6.7%
AAPL	Sell	APPLE INC	$9,370,000	+8.5%	41,834	-4.1%	8.88%	+9.7%
CHTR	Sell	CHARTER COMMUNICATIONS INC Ncl a	$8,913,000	+1.2%	21,627	-3.0%	8.45%	+2.2%
MKL	Sell	MARKEL CORP	$8,803,000	+0.9%	7,448	-6.9%	8.34%	+2.0%
KMX	Sell	CARMAX INC	$8,039,000	-3.0%	91,354	-4.3%	7.62%	-2.1%
LSXMK	Sell	LIBERTY MEDIA CORP DELAWARE	$7,968,000	+7.6%	189,890	-2.6%	7.55%	+8.7%
CI	Buy	CIGNA CORP NEW	$7,787,000	+1.2%	51,300	+5.0%	7.38%	+2.2%
WFC	Buy	WELLS FARGO CO NEW	$7,632,000	+16.7%	145,948	+5.6%	7.23%	+17.9%
AXP	Sell	AMERICAN EXPRESS CO	$6,786,000	-8.7%	57,369	-4.7%	6.43%	-7.7%
Y	Sell	ALLEGHANY CORP DEL	$6,506,000	+11.8%	8,155	-4.6%	6.17%	+12.9%
DHR	Sell	DANAHER CORPORATION	$5,368,000	-6.2%	37,164	-7.2%	5.09%	-5.3%
PH	Sell	PARKER HANNIFIN CORP	$5,010,000	+2.2%	27,737	-3.8%	4.75%	+3.2%
LH	Sell	LABORATORY CORP AMER HLDGS	$4,868,000	-7.3%	28,975	-4.6%	4.61%	-6.3%
BBT	Sell	BB&T CORP	$3,138,000	+4.1%	58,793	-4.2%	2.98%	+5.2%
POST	Sell	POST HLDGS INC	$2,955,000	-36.0%	27,915	-37.1%	2.80%	-35.3%
LBRDK	Sell	LIBERTY BROADBAND CORP	$1,028,000	-4.2%	9,817	-4.6%	0.97%	-3.3%
FTV	Sell	FORTIVE CORP	$949,000	-19.7%	13,837	-4.6%	0.90%	-18.8%
LSXMA	Sell	LIBERTY MEDIA CORP DELAWARE	$495,000	+3.6%	11,904	-5.7%	0.47%	+4.5%
LBRDA	Sell	LIBERTY BROADBAND CORP	$379,000	-5.7%	3,626	-7.2%	0.36%	-4.8%
CFX	Exit	COLFAX CORP	$0	–	-10,145	–	-0.27%	–

Q2 2019

			Value		Shares		↓ Weighting
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$10,291,000	–	48,276	–	9.66%	–
CHTR	New	CHARTER COMMUNICATIONS INC Ncl a	$8,811,000	–	22,297	–	8.27%	–
MKL	New	MARKEL CORP	$8,721,000	–	8,004	–	8.18%	–
AAPL	New	APPLE INC	$8,632,000	–	43,614	–	8.10%	–
KMX	New	CARMAX INC	$8,290,000	–	95,475	–	7.78%	–
CI	New	CIGNA CORP NEW	$7,696,000	–	48,848	–	7.22%	–
AXP	New	AMERICAN EXPRESS CO	$7,431,000	–	60,199	–	6.97%	–
LSXMK	New	LIBERTY MEDIA CORP DELAWARE	$7,403,000	–	194,928	–	6.95%	–
WFC	New	WELLS FARGO CO NEW	$6,540,000	–	138,207	–	6.14%	–
Y	New	ALLEGHANY CORP DEL	$5,821,000	–	8,546	–	5.46%	–
DHR	New	DANAHER CORPORATION	$5,723,000	–	40,044	–	5.37%	–
LH	New	LABORATORY CORP AMER HLDGS	$5,249,000	–	30,360	–	4.93%	–
PH	New	PARKER HANNIFIN CORP	$4,904,000	–	28,847	–	4.60%	–
POST	New	POST HLDGS INC	$4,616,000	–	44,394	–	4.33%	–
BBT	New	BB&T CORP	$3,015,000	–	61,361	–	2.83%	–
FTV	New	FORTIVE CORP	$1,182,000	–	14,502	–	1.11%	–
LBRDK	New	LIBERTY BROADBAND CORP	$1,073,000	–	10,294	–	1.01%	–
LSXMA	New	LIBERTY MEDIA CORP DELAWARE	$478,000	–	12,629	–	0.45%	–
LBRDA	New	LIBERTY BROADBAND CORP	$402,000	–	3,906	–	0.38%	–
CFX	New	COLFAX CORP	$284,000	–	10,145	–	0.27%	–

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