Banyan Capital Management as of June 30, 2019
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 20 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.7 | $10M | 48k | 213.17 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 8.3 | $8.8M | 22k | 395.17 | |
| Markel Corporation (MKL) | 8.2 | $8.7M | 8.0k | 1089.58 | |
| Apple (AAPL) | 8.1 | $8.6M | 44k | 197.92 | |
| CarMax (KMX) | 7.8 | $8.3M | 96k | 86.83 | |
| Cigna Corp (CI) | 7.2 | $7.7M | 49k | 157.55 | |
| American Express Company (AXP) | 7.0 | $7.4M | 60k | 123.44 | |
| Liberty Media Corp Delaware Com C Siriusxm | 7.0 | $7.4M | 195k | 37.98 | |
| Wells Fargo & Company (WFC) | 6.1 | $6.5M | 138k | 47.32 | |
| Alleghany Corporation | 5.5 | $5.8M | 8.5k | 681.14 | |
| Danaher Corporation (DHR) | 5.4 | $5.7M | 40k | 142.92 | |
| Laboratory Corp. of America Holdings (LH) | 4.9 | $5.2M | 30k | 172.89 | |
| Parker-Hannifin Corporation (PH) | 4.6 | $4.9M | 29k | 170.00 | |
| Post Holdings Inc Common (POST) | 4.3 | $4.6M | 44k | 103.98 | |
| BB&T Corporation | 2.8 | $3.0M | 61k | 49.14 | |
| Fortive (FTV) | 1.1 | $1.2M | 15k | 81.51 | |
| Liberty Broadband Cl C (LBRDK) | 1.0 | $1.1M | 10k | 104.24 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.5 | $478k | 13k | 37.85 | |
| Liberty Broadband Corporation (LBRDA) | 0.4 | $402k | 3.9k | 102.92 | |
| Colfax Corporation | 0.3 | $284k | 10k | 27.99 |
