$120 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 18 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLEstock | $18,557,000 | +23.3% | 160,238 | +288.3% | 15.47% | +11.6% |
| CHTR | Sell | CHARTER COMMUNICATIONSstock | $13,358,000 | +21.5% | 21,396 | -0.8% | 11.14% | +10.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY Bstock | $10,208,000 | +18.3% | 47,938 | -0.9% | 8.51% | +7.1% |
| CI | Buy | CIGNAstock | $8,861,000 | -6.4% | 52,308 | +3.6% | 7.39% | -15.3% |
| MKL | Sell | MARKELstock | $8,384,000 | +4.4% | 8,610 | -1.0% | 6.99% | -5.5% |
| KMX | Sell | CARMAXstock | $7,809,000 | -4.2% | 84,962 | -6.6% | 6.51% | -13.2% |
| LSXMK | Sell | LIBERTY SIRIUS Cstock | $7,064,000 | -4.8% | 213,545 | -0.9% | 5.89% | -13.8% |
| PH | Sell | PARKER HANNIFINstock | $6,899,000 | +9.2% | 34,095 | -1.1% | 5.75% | -1.1% |
| AXP | Sell | AMERICAN EXPRESSstock | $6,759,000 | +4.4% | 67,424 | -0.9% | 5.64% | -5.5% |
| Y | Buy | ALLEGHANYstock | $6,663,000 | +63.0% | 12,803 | +53.2% | 5.56% | +47.6% |
| DHR | Sell | DANAHERstock | $6,548,000 | +19.1% | 30,411 | -2.2% | 5.46% | +7.8% |
| LH | Sell | LABCORPstock | $6,240,000 | +12.3% | 33,146 | -1.0% | 5.20% | +1.6% |
| DISCK | Sell | DISCOVERY COMMUNICATIONS Cstock | $5,491,000 | +1.1% | 280,160 | -0.6% | 4.58% | -8.4% |
| WFC | Sell | WELLS FARGOstock | $3,410,000 | -10.4% | 145,051 | -2.5% | 2.84% | -18.9% |
| TFC | Sell | TRUIST FINANCIALstock | $1,932,000 | -6.6% | 50,779 | -7.8% | 1.61% | -15.4% |
| LBRDK | Sell | LIBERTY BROADBAND Cstock | $1,125,000 | +13.1% | 7,872 | -2.0% | 0.94% | +2.4% |
| LBRDA | Sell | LIBERTY BROADBAND Astock | $359,000 | +13.6% | 2,533 | -2.3% | 0.30% | +2.7% |
| LSXMA | Sell | LIBERTY SIRIUS Astock | $278,000 | -6.4% | 8,369 | -2.8% | 0.23% | -15.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.