$173 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 20 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE | $19,251,000 | +17.2% | 108,416 | -6.6% | 11.11% | +6.3% |
| CHTR | Buy | CHARTER COMMUNICATIONS | $14,982,000 | -2.9% | 22,979 | +8.3% | 8.65% | -11.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY B | $13,929,000 | +7.0% | 46,586 | -2.3% | 8.04% | -2.9% |
| MKL | Sell | MARKEL | $13,114,000 | +3.1% | 10,627 | -0.2% | 7.57% | -6.5% |
| CI | Buy | CIGNA | $12,476,000 | +17.6% | 54,329 | +2.5% | 7.20% | +6.7% |
| LSXMK | Buy | LIBERTY SIRIUS C | $11,086,000 | +9.1% | 218,017 | +1.8% | 6.40% | -1.1% |
| AXP | Sell | AMERICAN EXPRESS | $10,698,000 | -3.6% | 65,389 | -1.3% | 6.18% | -12.6% |
| PH | Sell | PARKER HANNIFIN | $10,572,000 | +13.3% | 33,233 | -0.4% | 6.10% | +2.7% |
| LH | Sell | LABCORP | $10,162,000 | +11.5% | 32,340 | -0.1% | 5.87% | +1.2% |
| Y | Buy | ALLEGHANY | $9,919,000 | +9.8% | 14,858 | +2.7% | 5.73% | -0.4% |
| MO | Buy | ALTRIA | $9,321,000 | +8.9% | 196,682 | +4.6% | 5.38% | -1.2% |
| KMX | Sell | CARMAX | $9,280,000 | -6.1% | 71,259 | -7.8% | 5.36% | -14.9% |
| DHR | Sell | DANAHER | $9,151,000 | +3.8% | 27,815 | -4.0% | 5.28% | -5.9% |
| VNT | Buy | VONTIER | $7,546,000 | +2.2% | 245,570 | +11.8% | 4.36% | -7.3% |
| ATUS | New | ALTICE USA INC CL A | $7,341,000 | – | 453,714 | +100.0% | 4.24% | – |
| TFC | Sell | TRUIST FINANCIAL | $1,598,000 | -20.7% | 27,290 | -20.5% | 0.92% | -28.1% |
| LBRDK | LIBERTY BROADBAND C | $1,236,000 | -6.7% | 7,672 | 0.0% | 0.71% | -15.3% | |
| BAC | Sell | BANK OF AMERICA | $781,000 | -44.1% | 17,554 | -46.7% | 0.45% | -49.3% |
| LSXMA | Sell | LIBERTY SIRIUS A | $395,000 | +3.7% | 7,759 | -3.8% | 0.23% | -6.2% |
| LBRDA | LIBERTY BROADBAND A | $387,000 | -4.4% | 2,405 | 0.0% | 0.22% | -13.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.