Banyan Capital Management as of Dec. 31, 2019
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.7 | $12M | 42k | 293.64 | |
| Cigna Corp (CI) | 9.2 | $11M | 51k | 204.47 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.1 | $11M | 22k | 485.08 | |
| Berkshire Hathaway (BRK.B) | 9.0 | $10M | 46k | 226.48 | |
| Liberty Media Corp Delaware Com C Siriusxm | 8.0 | $9.1M | 189k | 48.14 | |
| Markel Corporation (MKL) | 7.4 | $8.5M | 7.4k | 1143.15 | |
| CarMax (KMX) | 7.0 | $8.0M | 91k | 87.66 | |
| Wells Fargo & Company (WFC) | 6.8 | $7.8M | 146k | 53.80 | |
| American Express Company (AXP) | 6.2 | $7.1M | 57k | 124.47 | |
| Alleghany Corporation | 5.6 | $6.4M | 8.0k | 799.47 | |
| Parker-Hannifin Corporation (PH) | 5.0 | $5.7M | 28k | 205.81 | |
| Danaher Corporation (DHR) | 4.9 | $5.6M | 36k | 153.46 | |
| Laboratory Corp. of America Holdings | 4.2 | $4.9M | 29k | 169.16 | |
| BB&T Corporation | 2.9 | $3.3M | 59k | 56.32 | |
| Post Holdings Inc Common (POST) | 1.4 | $1.6M | 15k | 109.07 | |
| Liberty Broadband Cl C (LBRDK) | 1.0 | $1.2M | 9.5k | 125.70 | |
| Fortive (FTV) | 0.8 | $972k | 13k | 76.31 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.5 | $568k | 12k | 48.29 | |
| Liberty Broadband Corporation (LBRDA) | 0.4 | $440k | 3.5k | 124.54 |
