$157 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 19 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 5.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLEstock | $16,428,000 | +1.4% | 116,101 | -1.8% | 10.46% | +3.7% |
| CHTR | CHARTER COMMUNICATIONSstock | $15,432,000 | +0.8% | 21,210 | 0.0% | 9.82% | +3.2% | |
| BRKB | Buy | BERKSHIRE HATHAWAY Bstock | $13,014,000 | -1.5% | 47,682 | +0.3% | 8.28% | +0.7% |
| MKL | Buy | MARKELstock | $12,725,000 | +4.6% | 10,647 | +3.9% | 8.10% | +7.0% |
| AXP | Sell | AMERICAN EXPRESSstock | $11,100,000 | +0.7% | 66,258 | -0.7% | 7.06% | +3.0% |
| CI | Buy | CIGNAstock | $10,606,000 | -11.7% | 52,987 | +4.6% | 6.75% | -9.6% |
| LSXMK | Buy | LIBERTY SIRIUS Cstock | $10,162,000 | +2.9% | 214,077 | +0.6% | 6.47% | +5.3% |
| KMX | Sell | CARMAXstock | $9,888,000 | -1.5% | 77,274 | -0.6% | 6.29% | +0.8% |
| PH | Sell | PARKER HANNIFINstock | $9,333,000 | -9.3% | 33,378 | -0.3% | 5.94% | -7.2% |
| LH | Sell | LABCORPstock | $9,110,000 | +1.3% | 32,369 | -0.8% | 5.80% | +3.6% |
| Y | Buy | ALLEGHANYstock | $9,031,000 | +6.5% | 14,463 | +13.8% | 5.75% | +8.9% |
| DHR | Sell | DANAHERstock | $8,820,000 | +12.2% | 28,972 | -1.1% | 5.61% | +14.8% |
| MO | Buy | ALTRIAstock | $8,558,000 | -0.5% | 188,012 | +4.3% | 5.45% | +1.8% |
| VNT | Buy | VONTIERstock | $7,380,000 | +8.9% | 219,644 | +5.6% | 4.70% | +11.4% |
| TFC | Sell | TRUIST FINANCIALstock | $2,014,000 | +5.3% | 34,342 | -0.3% | 1.28% | +7.7% |
| BAC | BANK OF AMERICAstock | $1,397,000 | +2.9% | 32,913 | 0.0% | 0.89% | +5.3% | |
| LBRDK | LIBERTY BROADBAND Cstock | $1,325,000 | -0.5% | 7,672 | 0.0% | 0.84% | +1.7% | |
| LBRDA | Sell | LIBERTY BROADBAND Astock | $405,000 | -3.1% | 2,405 | -3.2% | 0.26% | -0.8% |
| LSXMA | Sell | LIBERTY SIRIUS Astock | $381,000 | -2.3% | 8,069 | -3.6% | 0.24% | 0.0% |
| WFC | Exit | WELLS FARGO | $0 | – | -98,661 | -100.0% | -2.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-01
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.