$148 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 18 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | Buy | CIGNAstock | $14,349,000 | +10.4% | 54,450 | +0.3% | 9.68% | +27.7% |
| AAPL | Buy | APPLEstock | $14,190,000 | -21.5% | 103,787 | +0.3% | 9.57% | -9.2% |
| MKL | Buy | MARKELstock | $13,831,000 | -12.1% | 10,695 | +0.3% | 9.33% | +1.7% |
| CHTR | Buy | CHARTER COMMUNICATIONSstock | $13,436,000 | +2.1% | 28,677 | +18.8% | 9.06% | +18.1% |
| BRKB | BERKSHIRE HATHAWAY Bstock | $12,719,000 | -22.6% | 46,586 | 0.0% | 8.58% | -10.5% | |
| Y | Sell | ALLEGHANYstock | $11,345,000 | -9.3% | 13,618 | -7.8% | 7.65% | +4.9% |
| AXP | Sell | AMERICAN EXPRESSstock | $8,998,000 | -25.9% | 64,914 | -0.0% | 6.07% | -14.3% |
| LSXMK | Buy | LIBERTY SIRIUS Cstock | $8,376,000 | -15.8% | 232,356 | +6.8% | 5.65% | -2.6% |
| PH | PARKER HANNIFINstock | $8,175,000 | -13.3% | 33,226 | 0.0% | 5.51% | +0.3% | |
| VNT | Sell | VONTIERstock | $7,840,000 | -9.6% | 341,029 | -0.2% | 5.29% | +4.6% |
| MO | Buy | ALTRIAstock | $7,613,000 | -19.4% | 182,269 | +0.8% | 5.14% | -6.8% |
| LH | LABCORPstock | $7,579,000 | -11.1% | 32,340 | 0.0% | 5.11% | +2.8% | |
| DHR | Sell | DANAHERstock | $6,709,000 | -14.4% | 26,462 | -1.0% | 4.52% | -1.0% |
| KMX | CARMAXstock | $6,422,000 | -6.2% | 70,974 | 0.0% | 4.33% | +8.5% | |
| ATUS | Buy | ALTICEstock | $5,246,000 | -23.8% | 567,166 | +2.8% | 3.54% | -11.8% |
| LBRDK | LIBERTY BROADBAND Cstock | $886,000 | -14.6% | 7,662 | 0.0% | 0.60% | -1.2% | |
| LSXMA | Sell | LIBERTY SIRIUS Astock | $276,000 | -21.6% | 7,663 | -0.6% | 0.19% | -9.3% |
| LBRDA | LIBERTY BROADBAND Astock | $273,000 | -13.3% | 2,405 | 0.0% | 0.18% | 0.0% | |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -20,403 | -100.0% | -0.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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.