$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 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLEstock | $16,428,000 | +1.4% | 116,101 | -1.8% | 10.46% | +3.7% |
| AXP | Sell | AMERICAN EXPRESSstock | $11,100,000 | +0.7% | 66,258 | -0.7% | 7.06% | +3.0% |
| 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% |
| DHR | Sell | DANAHERstock | $8,820,000 | +12.2% | 28,972 | -1.1% | 5.61% | +14.8% |
| TFC | Sell | TRUIST FINANCIALstock | $2,014,000 | +5.3% | 34,342 | -0.3% | 1.28% | +7.7% |
| 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 | 2024-05-03 |
| 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 |
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.