$139 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 20 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE | $17,343,000 | -6.5% | 130,704 | -18.4% | 12.50% | -19.2% |
| CHTR | CHARTER COMMUNICATIONS | $14,155,000 | +6.0% | 21,396 | 0.0% | 10.20% | -8.4% | |
| BRKB | Sell | BERKSHIRE HATHAWAY B | $11,098,000 | +8.7% | 47,864 | -0.2% | 8.00% | -6.1% |
| CI | Sell | CIGNA | $10,869,000 | +22.7% | 52,212 | -0.2% | 7.83% | +6.0% |
| PH | Sell | PARKER HANNIFIN | $9,277,000 | +34.5% | 34,055 | -0.1% | 6.68% | +16.2% |
| LSXMK | Sell | LIBERTY SIRIUS C | $9,240,000 | +30.8% | 212,360 | -0.6% | 6.66% | +13.0% |
| MKL | MARKEL | $8,897,000 | +6.1% | 8,610 | 0.0% | 6.41% | -8.3% | |
| AXP | Sell | AMERICAN EXPRESS | $8,149,000 | +20.6% | 67,400 | -0.0% | 5.87% | +4.2% |
| KMX | Sell | CARMAX | $7,818,000 | +0.1% | 82,763 | -2.6% | 5.63% | -13.5% |
| Y | ALLEGHANY | $7,729,000 | +16.0% | 12,803 | 0.0% | 5.57% | +0.3% | |
| DISCK | Buy | DISCOVERY COMMUNICATIONS C | $7,351,000 | +33.9% | 280,675 | +0.2% | 5.30% | +15.7% |
| LH | Sell | LABCORP | $6,738,000 | +8.0% | 33,103 | -0.1% | 4.86% | -6.7% |
| DHR | Sell | DANAHER | $6,695,000 | +2.2% | 30,140 | -0.9% | 4.82% | -11.6% |
| VNT | New | VONTIER | $5,690,000 | – | 170,366 | +100.0% | 4.10% | – |
| WFC | Sell | WELLS FARGO | $3,024,000 | -11.3% | 100,202 | -30.9% | 2.18% | -23.4% |
| TFC | Sell | TRUIST FINANCIAL | $1,735,000 | -10.2% | 36,202 | -28.7% | 1.25% | -22.4% |
| LBRDK | Sell | LIBERTY BROADBAND C | $1,215,000 | +8.0% | 7,672 | -2.5% | 0.88% | -6.7% |
| BAC | New | BANK OF AMERICA | $1,015,000 | – | 33,501 | +100.0% | 0.73% | – |
| LBRDA | LIBERTY BROADBAND A | $399,000 | +11.1% | 2,533 | 0.0% | 0.29% | -4.0% | |
| LSXMA | LIBERTY SIRIUS A | $361,000 | +29.9% | 8,369 | 0.0% | 0.26% | +12.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.