$134 Million is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 18 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | Sell | CIGNAstock | $15,060,000 | +5.0% | 54,277 | -0.3% | 11.21% | +15.8% |
| AAPL | Sell | APPLEstock | $12,908,000 | -9.0% | 93,400 | -10.0% | 9.61% | +0.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY Bstock | $12,612,000 | -0.8% | 47,234 | +1.4% | 9.39% | +9.4% |
| MKL | Buy | MARKELstock | $11,635,000 | -15.9% | 10,731 | +0.3% | 8.66% | -7.2% |
| Y | Sell | ALLEGHANYstock | $9,440,000 | -16.8% | 11,247 | -17.4% | 7.02% | -8.2% |
| CHTR | Buy | CHARTER COMMUNICATIONSstock | $9,225,000 | -31.3% | 30,409 | +6.0% | 6.86% | -24.2% |
| LSXMK | Sell | LIBERTY SIRIUS Cstock | $8,761,000 | +4.6% | 232,314 | -0.0% | 6.52% | +15.4% |
| AXP | AMERICAN EXPRESSstock | $8,758,000 | -2.7% | 64,914 | 0.0% | 6.52% | +7.4% | |
| PH | Sell | PARKER HANNIFINstock | $8,013,000 | -2.0% | 33,070 | -0.5% | 5.96% | +8.1% |
| MO | Sell | ALTRIAstock | $7,323,000 | -3.8% | 181,350 | -0.5% | 5.45% | +6.1% |
| LH | Buy | LABCORPstock | $7,133,000 | -5.9% | 34,829 | +7.7% | 5.31% | +3.8% |
| DHR | Sell | DANAHERstock | $6,835,000 | +1.9% | 26,461 | -0.0% | 5.09% | +12.4% |
| VNT | Buy | VONTIERstock | $6,765,000 | -13.7% | 404,863 | +18.7% | 5.03% | -4.8% |
| KMX | Buy | CARMAXstock | $5,561,000 | -13.4% | 84,238 | +18.7% | 4.14% | -4.5% |
| ATUS | Buy | ALTICEstock | $3,319,000 | -36.7% | 569,354 | +0.4% | 2.47% | -30.2% |
| LBRDK | LIBERTY BROADBAND Cstock | $565,000 | -36.2% | 7,662 | 0.0% | 0.42% | -29.8% | |
| LSXMA | Sell | LIBERTY SIRIUS Astock | $285,000 | +3.3% | 7,488 | -2.3% | 0.21% | +14.0% |
| LBRDA | LIBERTY BROADBAND Astock | $179,000 | -34.4% | 2,405 | 0.0% | 0.13% | -27.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.