Banyan Capital Management as of Sept. 30, 2019
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.0 | $9.5M | 46k | 208.01 | |
| Apple (AAPL) | 8.9 | $9.4M | 42k | 223.98 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 8.4 | $8.9M | 22k | 412.12 | |
| Markel Corporation (MKL) | 8.3 | $8.8M | 7.4k | 1181.93 | |
| CarMax (KMX) | 7.6 | $8.0M | 91k | 88.00 | |
| Liberty Media Corp Delaware Com C Siriusxm | 7.5 | $8.0M | 190k | 41.96 | |
| Cigna Corp (CI) | 7.4 | $7.8M | 51k | 151.79 | |
| Wells Fargo & Company (WFC) | 7.2 | $7.6M | 146k | 52.29 | |
| American Express Company (AXP) | 6.4 | $6.8M | 57k | 118.29 | |
| Alleghany Corporation | 6.2 | $6.5M | 8.2k | 797.79 | |
| Danaher Corporation (DHR) | 5.1 | $5.4M | 37k | 144.44 | |
| Parker-Hannifin Corporation (PH) | 4.8 | $5.0M | 28k | 180.63 | |
| Laboratory Corp. of America Holdings (LH) | 4.6 | $4.9M | 29k | 168.01 | |
| BB&T Corporation | 3.0 | $3.1M | 59k | 53.37 | |
| Post Holdings Inc Common (POST) | 2.8 | $3.0M | 28k | 105.86 | |
| Liberty Broadband Cl C (LBRDK) | 1.0 | $1.0M | 9.8k | 104.72 | |
| Fortive (FTV) | 0.9 | $949k | 14k | 68.58 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.5 | $495k | 12k | 41.58 | |
| Liberty Broadband Corporation (LBRDA) | 0.4 | $379k | 3.6k | 104.52 |
