$137 Thousand is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 16 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLEstock | $15,120 | +25.1% | 91,692 | -1.5% | 11.02% | +22.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY Bstock | $14,356 | -1.6% | 46,494 | -1.6% | 10.47% | -3.4% |
| MKL | Buy | MARKELstock | $13,825 | -2.2% | 10,823 | +0.9% | 10.08% | -4.0% |
| CI | Sell | CIGNAstock | $13,572 | -23.8% | 53,113 | -1.2% | 9.90% | -25.2% |
| VNT | Buy | VONTIERstock | $11,008 | +41.6% | 402,626 | +0.1% | 8.03% | +39.0% |
| PH | Sell | PARKER HANNIFINstock | $10,956 | +13.9% | 32,597 | -1.4% | 7.99% | +11.7% |
| AXP | Sell | AMERICAN EXPRESSstock | $10,542 | +10.3% | 63,912 | -1.2% | 7.69% | +8.2% |
| CHTR | Sell | CHARTER COMMUNICATIONSstock | $10,474 | +5.3% | 29,289 | -0.2% | 7.64% | +3.3% |
| KMX | Buy | CARMAXstock | $8,248 | +60.6% | 128,306 | +52.1% | 6.01% | +57.5% |
| LH | Sell | LABCORPstock | $7,951 | -3.1% | 34,658 | -0.5% | 5.80% | -4.9% |
| LSXMK | Buy | LIBERTY SIRIUS Cstock | $7,344 | -19.2% | 262,370 | +12.9% | 5.35% | -20.7% |
| DHR | Sell | DANAHERstock | $6,606 | -5.9% | 26,211 | -0.9% | 4.82% | -7.7% |
| New | HEINEKEN HOLDINGSstock | $5,708 | – | 62,040 | +100.0% | 4.16% | – | |
| LBRDK | Buy | LIBERTY BROADBAND Cstock | $1,043 | +7.7% | 12,772 | +0.6% | 0.76% | +5.7% |
| LSXMA | LIBERTY SIRIUS Astock | $210 | -28.6% | 7,469 | 0.0% | 0.15% | -29.8% | |
| LBRDA | LIBERTY BROADBAND Astock | $197 | +8.2% | 2,405 | 0.0% | 0.14% | +6.7% | |
| MO | Exit | ALTRIAstock | $0 | – | -178,560 | -100.0% | -6.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
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.