$109 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 18 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $15,054,000 | +42.9% | 41,269 | -0.3% | 13.86% | +24.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $10,996,000 | +16.9% | 21,561 | -0.0% | 10.12% | +1.4% |
| CI | Sell | CIGNA CORP NEW | $9,470,000 | +1.2% | 50,468 | -4.4% | 8.72% | -12.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,632,000 | -1.7% | 48,360 | +0.7% | 7.95% | -14.7% |
| KMX | Sell | CARMAX INC | $8,150,000 | +66.3% | 91,011 | -0.0% | 7.50% | +44.3% |
| MKL | Sell | MARKEL CORP | $8,031,000 | -0.5% | 8,700 | -0.0% | 7.40% | -13.7% |
| LSXMK | Buy | LIBERTY MEDIA CORP DEL | $7,423,000 | +20.2% | 215,483 | +10.3% | 6.84% | +4.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $6,475,000 | +11.6% | 68,024 | +0.3% | 5.96% | -3.2% |
| PH | Sell | PARKER HANNIFIN CORP | $6,315,000 | +41.2% | 34,459 | -0.0% | 5.82% | +22.6% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $5,559,000 | +30.5% | 33,469 | -0.7% | 5.12% | +13.2% |
| DHR | Sell | DANAHER CORPORATION | $5,499,000 | +14.8% | 31,098 | -10.2% | 5.06% | -0.4% |
| DISCK | Buy | DISCOVERY INC | $5,430,000 | +10.3% | 281,959 | +0.5% | 5.00% | -4.3% |
| Y | Buy | ALLEGHANY CORP DEL | $4,087,000 | -10.4% | 8,356 | +1.2% | 3.76% | -22.2% |
| WFC | Buy | WELLS FARGO CO NEW | $3,807,000 | -10.0% | 148,737 | +0.9% | 3.50% | -21.9% |
| TFC | Sell | TRUIST FINL CORP | $2,068,000 | +14.4% | 55,084 | -6.0% | 1.90% | -0.7% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $995,000 | +3.6% | 8,029 | -7.4% | 0.92% | -10.1% |
| LBRDA | Sell | LIBERTY BROADBAND CORP | $316,000 | +8.6% | 2,593 | -4.7% | 0.29% | -5.8% |
| LSXMA | LIBERTY MEDIA CORP DEL | $297,000 | +8.8% | 8,609 | 0.0% | 0.27% | -5.9% | |
| FTV | Exit | FORTIVE CORPstock | $0 | – | -11,787 | -100.0% | -0.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-08-14
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.