$135 Thousand is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 16 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | Sell | CIGNAstock | $17,804 | -99.9% | 53,733 | -1.0% | 13.23% | +18.0% |
| BRKB | BERKSHIRE HATHAWAY Bstock | $14,591 | -99.9% | 47,234 | 0.0% | 10.84% | +15.5% | |
| MKL | MARKELstock | $14,138 | -99.9% | 10,731 | 0.0% | 10.50% | +21.3% | |
| AAPL | Sell | APPLEstock | $12,090 | -99.9% | 93,048 | -0.4% | 8.98% | -6.5% |
| CHTR | Sell | CHARTER COMMUNICATIONSstock | $9,950 | -99.9% | 29,342 | -3.5% | 7.39% | +7.7% |
| PH | PARKER HANNIFINstock | $9,623 | -99.9% | 33,070 | 0.0% | 7.15% | +19.9% | |
| AXP | Sell | AMERICAN EXPRESSstock | $9,561 | -99.9% | 64,709 | -0.3% | 7.10% | +9.0% |
| LSXMK | LIBERTY SIRIUS Cstock | $9,090 | -99.9% | 232,314 | 0.0% | 6.75% | +3.6% | |
| LH | Buy | LABCORPstock | $8,205 | -99.9% | 34,844 | +0.0% | 6.10% | +14.8% |
| MO | Sell | ALTRIAstock | $8,162 | -99.9% | 178,560 | -1.5% | 6.06% | +11.3% |
| VNT | Sell | VONTIERstock | $7,773 | -99.9% | 402,108 | -0.7% | 5.78% | +14.7% |
| DHR | DANAHERstock | $7,023 | -99.9% | 26,461 | 0.0% | 5.22% | +2.6% | |
| KMX | Buy | CARMAXstock | $5,137 | -99.9% | 84,358 | +0.1% | 3.82% | -7.8% |
| LBRDK | Buy | LIBERTY BROADBAND Cstock | $968 | -99.8% | 12,692 | +65.6% | 0.72% | +71.2% |
| LSXMA | Sell | LIBERTY SIRIUS Astock | $294 | -99.9% | 7,469 | -0.3% | 0.22% | +2.8% |
| LBRDA | LIBERTY BROADBAND Astock | $182 | -99.9% | 2,405 | 0.0% | 0.14% | +1.5% | |
| ATUS | Exit | ALTICEstock | $0 | – | -569,354 | -100.0% | -2.47% | – |
| Y | Exit | ALLEGHANYstock | $0 | – | -11,247 | -100.0% | -7.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
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.