$105 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 19 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 5.0% .
| 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 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-07
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.