$161 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 20 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE | $16,197,000 | -44.1% | 118,263 | -50.1% | 10.08% | +5.1% |
| CHTR | Sell | CHARTER COMMUNICATIONS | $15,302,000 | -41.5% | 21,210 | -50.0% | 9.52% | +9.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY B | $13,216,000 | +8.6% | 47,553 | -0.1% | 8.22% | +104.1% |
| MKL | Sell | MARKEL | $12,161,000 | -47.8% | 10,248 | -49.9% | 7.57% | -1.9% |
| CI | Sell | CIGNA | $12,005,000 | -51.5% | 50,639 | -50.5% | 7.47% | -8.8% |
| AXP | Sell | AMERICAN EXPRESS | $11,027,000 | -41.6% | 66,738 | -50.0% | 6.86% | +9.7% |
| PH | Sell | PARKER HANNIFIN | $10,287,000 | -51.3% | 33,495 | -50.0% | 6.40% | -8.5% |
| KMX | Sell | CARMAX | $10,037,000 | -52.4% | 77,718 | -51.2% | 6.25% | -10.6% |
| LSXMK | Sell | LIBERTY SIRIUS C | $9,872,000 | -46.5% | 212,797 | -49.2% | 6.14% | +0.5% |
| LH | Sell | LABCORP | $8,997,000 | -46.0% | 32,615 | -50.1% | 5.60% | +1.4% |
| MO | Sell | ALTRIA | $8,598,000 | -52.8% | 180,326 | -49.4% | 5.35% | -11.3% |
| Y | Sell | ALLEGHANY | $8,478,000 | -46.7% | 12,709 | -50.0% | 5.28% | +0.1% |
| DHR | Sell | DANAHER | $7,862,000 | -41.0% | 29,297 | -50.6% | 4.89% | +10.8% |
| VNT | Sell | VONTIER | $6,778,000 | -46.3% | 208,033 | -50.1% | 4.22% | +0.9% |
| WFC | Sell | WELLS FARGO | $4,468,000 | -42.0% | 98,661 | -50.0% | 2.78% | +8.9% |
| TFC | Sell | TRUIST FINANCIAL | $1,913,000 | -53.3% | 34,462 | -51.0% | 1.19% | -12.4% |
| BAC | Sell | BANK OF AMERICA | $1,357,000 | -46.7% | 32,913 | -50.0% | 0.84% | +0.1% |
| LBRDK | Sell | LIBERTY BROADBAND C | $1,332,000 | -42.2% | 7,672 | -50.0% | 0.83% | +8.7% |
| LBRDA | Sell | LIBERTY BROADBAND A | $418,000 | -42.4% | 2,485 | -50.3% | 0.26% | +8.3% |
| LSXMA | Sell | LIBERTY SIRIUS A | $390,000 | -47.2% | 8,369 | -50.0% | 0.24% | -0.4% |
| BRKB | Exit | BERKSHIRE HATHAWAY Bstock | $0 | – | -47,622 | -100.0% | -4.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-03
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.