Banyan Captial Management
Latest statistics and disclosures from Banyan Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MKL, CI, VNT, PH, and represent 49.10% of Banyan Capital Management's stock portfolio.
- Added to shares of these 4 stocks: DG (+$5.2M), HKHHF, CI, KMX.
- Started 1 new stock position in DG.
- Reduced shares in these 10 stocks: SIRI (-$6.9M), HSIC, PH, AXP, BRK.B, AAPL, PHIN, DHR, MKL, LH.
- Sold out of its position in SIRI.
- Banyan Capital Management was a net seller of stock by $-5.7M.
- Banyan Capital Management has $167M in assets under management (AUM), dropping by -3.42%.
- Central Index Key (CIK): 0000846600
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Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B Stock (BRK.B) | 11.9 | $20M | -2% | 44k | 453.28 |
|
| Markel Stock (MKL) | 11.1 | $19M | 11k | 1726.23 |
|
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| Cigna Stock (CI) | 8.9 | $15M | 54k | 276.14 |
|
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| Vontier Stock (VNT) | 8.8 | $15M | 403k | 36.47 |
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| Parker Hannifin Stock (PH) | 8.4 | $14M | -6% | 22k | 636.03 |
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| Phinia Stock (PHIN) | 6.9 | $12M | 238k | 48.17 |
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| Charter Communications Stock (CHTR) | 6.6 | $11M | 32k | 342.77 |
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| Apple Stock (AAPL) | 6.6 | $11M | -2% | 44k | 250.42 |
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| Carmax Stock (KMX) | 6.4 | $11M | 131k | 81.76 |
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| American Express Stock (AXP) | 5.9 | $9.8M | -5% | 33k | 296.79 |
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| Labcorp Holdings Stock (LH) | 5.2 | $8.7M | 38k | 229.32 |
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| Henry Schein Stock (HSIC) | 4.3 | $7.1M | -19% | 103k | 69.20 |
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| Danaher Stock (DHR) | 3.2 | $5.3M | 23k | 229.55 |
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| Dollar General Stock (DG) | 3.1 | $5.2M | NEW | 68k | 75.82 |
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| Heineken Holdings Stock (HKHHF) | 2.5 | $4.1M | +5% | 69k | 59.90 |
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| Veralto Stock (VLTO) | 0.2 | $340k | 3.3k | 101.85 |
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Past Filings by Banyan Capital Management
SEC 13F filings are viewable for Banyan Capital Management going back to 2018
- Banyan Capital Management 2024 Q4 filed Feb. 3, 2025
- Banyan Capital Management 2024 Q3 filed Nov. 7, 2024
- Banyan Capital Management 2024 Q2 filed Aug. 12, 2024
- Banyan Capital Management 2024 Q1 filed May 3, 2024
- Banyan Capital Management 2023 Q4 filed Jan. 9, 2024
- Banyan Capital Management 2023 Q3 filed Nov. 9, 2023
- Banyan Capital Management 2023 Q2 filed Aug. 3, 2023
- Banyan Capital Management 2023 Q1 filed May 11, 2023
- Banyan Capital Management 2022 Q4 filed Jan. 19, 2023
- Banyan Capital Management 2022 Q3 filed Nov. 14, 2022
- Banyan Capital Management 2022 Q2 filed Aug. 11, 2022
- Banyan Capital Management 2022 Q1 filed May 13, 2022
- Banyan Capital Management 2021 Q4 filed Feb. 14, 2022
- Banyan Capital Management 2021 Q3 filed Nov. 1, 2021
- Banyan Capital Management 2021 Q2 filed Aug. 3, 2021
- Banyan Capital Management 2021 Q1 filed May 4, 2021