$94.2 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 19 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 21.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INCstock | $10,531,000 | -14.0% | 41,413 | -0.7% | 11.17% | +4.7% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Nstock | $9,410,000 | -10.1% | 21,568 | -0.0% | 9.98% | +9.4% |
| CI | Buy | CIGNA CORP NEWstock | $9,354,000 | -10.9% | 52,796 | +2.8% | 9.92% | +8.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELstock | $8,778,000 | -15.1% | 48,011 | +5.1% | 9.31% | +3.3% |
| MKL | Buy | MARKEL CORPstock | $8,074,000 | -4.7% | 8,701 | +17.4% | 8.57% | +16.0% |
| LSXMK | Buy | LIBERTY MEDIA CORP DELstock | $6,176,000 | -32.2% | 195,304 | +3.2% | 6.55% | -17.5% |
| AXP | Buy | AMERICAN EXPRESS COstock | $5,804,000 | -18.4% | 67,794 | +18.7% | 6.16% | -0.7% |
| DISCK | New | DISCOVERY INCstock | $4,923,000 | – | 280,655 | +100.0% | 5.22% | – |
| KMX | Sell | CARMAX INCstock | $4,900,000 | -38.6% | 91,021 | -0.0% | 5.20% | -25.3% |
| DHR | Sell | DANAHER CORPORATIONstock | $4,791,000 | -14.3% | 34,616 | -5.0% | 5.08% | +4.3% |
| Y | Buy | ALLEGHANY CORP DELstock | $4,559,000 | -28.6% | 8,254 | +3.4% | 4.84% | -13.1% |
| PH | Buy | PARKER HANNIFIN CORPstock | $4,471,000 | -21.5% | 34,463 | +24.5% | 4.74% | -4.5% |
| LH | Buy | LABORATORY CORP AMER HLDGSstock | $4,261,000 | -12.6% | 33,710 | +17.0% | 4.52% | +6.4% |
| WFC | Buy | WELLS FARGO CO NEWstock | $4,229,000 | -46.0% | 147,348 | +1.2% | 4.49% | -34.3% |
| TFC | New | TRUIST FINL CORPstock | $1,808,000 | – | 58,623 | +100.0% | 1.92% | – |
| LBRDK | Sell | LIBERTY BROADBAND CORPstock | $960,000 | -19.8% | 8,670 | -9.0% | 1.02% | -2.4% |
| FTV | Sell | FORTIVE CORPstock | $651,000 | -33.0% | 11,787 | -7.5% | 0.69% | -18.4% |
| LBRDA | Sell | LIBERTY BROADBAND CORPstock | $291,000 | -33.9% | 2,721 | -23.0% | 0.31% | -19.5% |
| LSXMA | Sell | LIBERTY MEDIA CORP DELstock | $273,000 | -51.9% | 8,609 | -26.8% | 0.29% | -41.4% |
| POST | Exit | POST HLDGS INC | $0 | – | -14,890 | -100.0% | -1.42% | – |
| BBT | Exit | BB&T CORP | $0 | – | -58,630 | -100.0% | -2.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-04
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.