$107 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 20 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $10,291,000 | +9.2% | 48,276 | +2.9% | 9.66% | +0.4% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $8,811,000 | +15.1% | 22,297 | +1.0% | 8.27% | +5.9% |
| MKL | Buy | MARKEL CORP | $8,721,000 | +10.0% | 8,004 | +0.6% | 8.18% | +1.2% |
| AAPL | Buy | APPLE INC | $8,632,000 | +7.7% | 43,614 | +3.4% | 8.10% | -0.9% |
| KMX | Buy | CARMAX INC | $8,290,000 | +24.6% | 95,475 | +0.1% | 7.78% | +14.6% |
| CI | Buy | CIGNA CORP NEW | $7,696,000 | +132.4% | 48,848 | +137.1% | 7.22% | +113.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $7,431,000 | +13.9% | 60,199 | +0.8% | 6.97% | +4.8% |
| LSXMK | Buy | LIBERTY MEDIA CORP DELAWARE | $7,403,000 | +10.0% | 194,928 | +10.8% | 6.95% | +1.2% |
| WFC | Buy | WELLS FARGO CO NEW | $6,540,000 | +1.5% | 138,207 | +3.7% | 6.14% | -6.6% |
| Y | Buy | ALLEGHANY CORP DEL | $5,821,000 | +11.5% | 8,546 | +0.2% | 5.46% | +2.6% |
| DHR | Sell | DANAHER CORPORATION | $5,723,000 | +8.2% | 40,044 | -0.0% | 5.37% | -0.4% |
| LH | LABORATORY CORP AMER HLDGS | $5,249,000 | +13.0% | 30,360 | 0.0% | 4.93% | +4.0% | |
| PH | Buy | PARKER HANNIFIN CORP | $4,904,000 | +2.4% | 28,847 | +3.3% | 4.60% | -5.8% |
| POST | Sell | POST HLDGS INC | $4,616,000 | -13.1% | 44,394 | -8.6% | 4.33% | -20.1% |
| BBT | Buy | BB&T CORP | $3,015,000 | +9.2% | 61,361 | +3.4% | 2.83% | +0.4% |
| FTV | Buy | FORTIVE CORP | $1,182,000 | -1.3% | 14,502 | +1.6% | 1.11% | -9.2% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $1,073,000 | +11.1% | 10,294 | -2.3% | 1.01% | +2.2% |
| LSXMA | LIBERTY MEDIA CORP DELAWARE | $478,000 | -0.8% | 12,629 | 0.0% | 0.45% | -8.7% | |
| LBRDA | Sell | LIBERTY BROADBAND CORP | $402,000 | +10.1% | 3,906 | -2.2% | 0.38% | +1.3% |
| CFX | Sell | COLFAX CORP | $284,000 | -43.1% | 10,145 | -39.7% | 0.27% | -47.5% |
| AMZN | Exit | Amazon.com | $0 | – | -2,144 | -100.0% | -3.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 15.5% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 10.8% |
| CHARTER COMMUNICATIONS INC N | 20 | Q3 2023 | 11.1% |
| CIGNA CORP NEW | 20 | Q3 2023 | 13.2% |
| MARKEL CORP | 20 | Q3 2023 | 10.5% |
| AMERICAN EXPRESS CO | 20 | Q3 2023 | 7.7% |
| LIBERTY SIRIUS C | 20 | Q3 2023 | 7.9% |
| PARKER-HANNIFIN CORP | 20 | Q3 2023 | 8.3% |
| CARMAX INC | 20 | Q3 2023 | 7.8% |
| Laboratry Corp. | 20 | Q3 2023 | 6.1% |
View BANYAN CAPITAL MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-01 |
View BANYAN CAPITAL MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.