$151 Thousand is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 16 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLEstock | $17,102 | +13.1% | 88,170 | -3.8% | 11.31% | +2.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY Bstock | $15,734 | +9.6% | 46,142 | -0.8% | 10.41% | -0.6% |
| CI | Buy | CIGNAstock | $15,171 | +11.8% | 54,065 | +1.8% | 10.04% | +1.4% |
| MKL | Buy | MARKELstock | $14,981 | +8.4% | 10,831 | +0.1% | 9.91% | -1.7% |
| VNT | Buy | VONTIERstock | $12,993 | +18.0% | 403,391 | +0.2% | 8.59% | +7.1% |
| PH | Sell | PARKER HANNIFINstock | $12,561 | +14.6% | 32,205 | -1.2% | 8.31% | +4.0% |
| AXP | Sell | AMERICAN EXPRESSstock | $11,078 | +5.1% | 63,593 | -0.5% | 7.33% | -4.7% |
| KMX | CARMAXstock | $10,739 | +30.2% | 128,306 | 0.0% | 7.10% | +18.1% | |
| CHTR | Sell | CHARTER COMMUNICATIONSstock | $10,469 | -0.0% | 28,497 | -2.7% | 6.92% | -9.3% |
| LSXMK | Buy | LIBERTY SIRIUS Cstock | $8,629 | +17.5% | 263,641 | +0.5% | 5.71% | +6.6% |
| LH | Buy | LABCORPstock | $8,380 | +5.4% | 34,723 | +0.2% | 5.54% | -4.4% |
| DHR | DANAHERstock | $6,291 | -4.8% | 26,211 | 0.0% | 4.16% | -13.6% | |
| Sell | HEINEKEN HOLDINGSstock | $5,383 | -5.7% | 61,870 | -0.3% | 3.56% | -14.4% | |
| LBRDK | Buy | LIBERTY BROADBAND Cstock | $1,237 | +18.6% | 15,443 | +20.9% | 0.82% | +7.6% |
| LSXMA | LIBERTY SIRIUS Astock | $245 | +16.7% | 7,469 | 0.0% | 0.16% | +5.9% | |
| LBRDA | LIBERTY BROADBAND Astock | $192 | -2.5% | 2,405 | 0.0% | 0.13% | -11.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-03
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 | 2024-05-03 |
| 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 |
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.