$302 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 40 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 15.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLEstock | $28,954,000 | +66.9% | 237,032 | +81.4% | 9.59% | -23.3% |
| CHTR | Buy | CHARTER COMMUNICATIONSstock | $26,174,000 | +84.9% | 42,420 | +98.3% | 8.67% | -15.0% |
| CI | Buy | CIGNAstock | $24,746,000 | +127.7% | 102,364 | +96.1% | 8.19% | +4.6% |
| MKL | Buy | MARKELstock | $23,294,000 | +161.8% | 20,440 | +137.4% | 7.71% | +20.3% |
| PH | Buy | PARKER HANNIFINstock | $21,130,000 | +127.8% | 66,990 | +96.7% | 7.00% | +4.7% |
| KMX | Buy | CARMAXstock | $21,108,000 | +170.0% | 159,116 | +92.3% | 6.99% | +24.1% |
| AXP | Buy | AMERICAN EXPRESSstock | $18,890,000 | +131.8% | 133,554 | +98.2% | 6.26% | +6.5% |
| LSXMK | Buy | LIBERTY SIRIUS Cstock | $18,462,000 | +99.8% | 418,524 | +97.1% | 6.11% | -8.2% |
| MO | New | ALTRIAstock | $18,220,000 | – | 356,134 | +100.0% | 6.03% | – |
| LH | Buy | LABCORPstock | $16,670,000 | +147.4% | 65,368 | +97.5% | 5.52% | +13.7% |
| Y | Buy | ALLEGHANYstock | $15,920,000 | +106.0% | 25,418 | +98.5% | 5.27% | -5.3% |
| DHR | Buy | DANAHERstock | $13,336,000 | +99.2% | 59,248 | +96.6% | 4.42% | -8.5% |
| VNT | Buy | VONTIERstock | $12,628,000 | +121.9% | 417,156 | +144.9% | 4.18% | +2.0% |
| BRKB | New | BERKSHIRE HATHAWAY Bstock | $12,166,000 | – | 47,622 | +100.0% | 4.03% | – |
| BRKB | Sell | BERKSHIRE HATHAWAY Bstock | $12,166,000 | +9.6% | 47,622 | -0.5% | 4.03% | -49.6% |
| WFC | Buy | WELLS FARGOstock | $7,710,000 | +155.0% | 197,322 | +96.9% | 2.55% | +17.2% |
| TFC | Buy | TRUIST FINANCIALstock | $4,100,000 | +136.3% | 70,304 | +94.2% | 1.36% | +8.6% |
| BAC | Buy | BANK OF AMERICAstock | $2,546,000 | +150.8% | 65,826 | +96.5% | 0.84% | +15.3% |
| LBRDK | Buy | LIBERTY BROADBAND Cstock | $2,304,000 | +89.6% | 15,344 | +100.0% | 0.76% | -12.8% |
| LSXMA | Buy | LIBERTY SIRIUS Astock | $738,000 | +104.4% | 16,738 | +100.0% | 0.24% | -6.2% |
| LBRDA | Buy | LIBERTY BROADBAND Astock | $726,000 | +82.0% | 4,996 | +97.2% | 0.24% | -16.4% |
| DISCK | Exit | DISCOVERY COMMUNICATIONS C | $0 | – | -280,675 | -100.0% | -5.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.