$115 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 19 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $12,242,000 | +30.7% | 41,691 | -0.3% | 10.67% | +20.2% |
| CI | Buy | CIGNA CORP NEW | $10,498,000 | +34.8% | 51,342 | +0.1% | 9.15% | +24.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $10,466,000 | +17.4% | 21,576 | -0.2% | 9.12% | +8.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $10,342,000 | +8.9% | 45,664 | -0.0% | 9.02% | +0.1% |
| LSXMK | Sell | LIBERTY MEDIA CORP DELAWARE | $9,114,000 | +14.4% | 189,333 | -0.3% | 7.94% | +5.2% |
| MKL | Sell | MARKEL CORP | $8,473,000 | -3.7% | 7,412 | -0.5% | 7.39% | -11.5% |
| KMX | Sell | CARMAX INC | $7,982,000 | -0.7% | 91,056 | -0.3% | 6.96% | -8.7% |
| WFC | Sell | WELLS FARGO CO NEW | $7,830,000 | +2.6% | 145,547 | -0.3% | 6.83% | -5.6% |
| AXP | Sell | AMERICAN EXPRESS CO | $7,112,000 | +4.8% | 57,137 | -0.4% | 6.20% | -3.6% |
| Y | Sell | ALLEGHANY CORP DEL | $6,383,000 | -1.9% | 7,984 | -2.1% | 5.56% | -9.8% |
| PH | Sell | PARKER HANNIFIN CORP | $5,695,000 | +13.7% | 27,671 | -0.2% | 4.96% | +4.5% |
| DHR | Sell | DANAHER CORPORATION | $5,593,000 | +4.2% | 36,445 | -1.9% | 4.88% | -4.2% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $4,874,000 | +0.1% | 28,813 | -0.6% | 4.25% | -7.9% |
| BBT | Sell | BB&T CORP | $3,302,000 | +5.2% | 58,630 | -0.3% | 2.88% | -3.2% |
| POST | Sell | POST HLDGS INC | $1,624,000 | -45.0% | 14,890 | -46.7% | 1.42% | -49.4% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $1,197,000 | +16.4% | 9,523 | -3.0% | 1.04% | +7.2% |
| FTV | Sell | FORTIVE CORP | $972,000 | +2.4% | 12,737 | -7.9% | 0.85% | -5.9% |
| LSXMA | Sell | LIBERTY MEDIA CORP DELAWARE | $568,000 | +14.7% | 11,763 | -1.2% | 0.50% | +5.5% |
| LBRDA | Sell | LIBERTY BROADBAND CORP | $440,000 | +16.1% | 3,533 | -2.6% | 0.38% | +7.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-13
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.