$154 Thousand is the total value of BANYAN CAPITAL MANAGEMENT, INC.'s 19 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY Bstock | $15,934 | +1.3% | 45,488 | -1.4% | 10.36% | -0.5% |
| MKL | Sell | MARKELstock | $15,907 | +6.2% | 10,803 | -0.3% | 10.34% | +4.3% |
| CI | Sell | CIGNAstock | $15,439 | +1.8% | 53,969 | -0.2% | 10.03% | -0.0% |
| AAPL | Sell | APPLEstock | $13,602 | -20.5% | 79,445 | -9.9% | 8.84% | -21.9% |
| CHTR | Sell | CHARTER COMMUNICATIONSstock | $12,507 | +19.5% | 28,437 | -0.2% | 8.13% | +17.4% |
| VNT | Sell | VONTIERstock | $12,356 | -4.9% | 399,618 | -0.9% | 8.03% | -6.6% |
| PH | Sell | PARKER HANNIFINstock | $12,338 | -1.8% | 31,674 | -1.6% | 8.02% | -3.5% |
| AXP | Sell | AMERICAN EXPRESSstock | $9,438 | -14.8% | 63,259 | -0.5% | 6.13% | -16.3% |
| KMX | Sell | CARMAXstock | $9,045 | -15.8% | 127,884 | -0.3% | 5.88% | -17.2% |
| LSXMK | Buy | LIBERTY SIRIUS Cstock | $8,330 | -3.5% | 327,173 | +24.1% | 5.41% | -5.2% |
| LH | Buy | LABCORPstock | $6,990 | -16.6% | 34,769 | +0.1% | 4.54% | -18.0% |
| DHR | Sell | DANAHERstock | $6,409 | +1.9% | 25,834 | -1.4% | 4.16% | +0.1% |
| New | PHINIAstock | $6,341 | – | 236,685 | +100.0% | 4.12% | – | |
| Buy | HEINEKEN HOLDINGSstock | $4,711 | -12.5% | 62,416 | +0.9% | 3.06% | -14.0% | |
| New | LIBERTY LIVE Cstock | $1,954 | – | 60,885 | +100.0% | 1.27% | – | |
| LBRDK | LIBERTY BROADBAND Cstock | $1,410 | +14.0% | 15,443 | 0.0% | 0.92% | +12.0% | |
| New | FORTREA HOLDINGSstock | $742 | – | 25,946 | +100.0% | 0.48% | – | |
| LBRDA | LIBERTY BROADBAND Astock | $219 | +14.1% | 2,405 | 0.0% | 0.14% | +11.8% | |
| LSXMA | LIBERTY SIRIUS Astock | $190 | -22.4% | 7,469 | 0.0% | 0.12% | -24.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
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.