Banyan Capital Management as of March 31, 2020
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.2 | $11M | 41k | 254.29 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.0 | $9.4M | 22k | 436.29 | |
| Cigna Corp (CI) | 9.9 | $9.4M | 53k | 177.17 | |
| Berkshire Hathaway (BRK.B) | 9.3 | $8.8M | 48k | 182.83 | |
| Markel Corporation (MKL) | 8.6 | $8.1M | 8.7k | 927.94 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.6 | $6.2M | 195k | 31.62 | |
| American Express Company (AXP) | 6.2 | $5.8M | 68k | 85.61 | |
| Discovery Communications | 5.2 | $4.9M | 281k | 17.54 | |
| CarMax (KMX) | 5.2 | $4.9M | 91k | 53.83 | |
| Danaher Corporation (DHR) | 5.1 | $4.8M | 35k | 138.40 | |
| Alleghany Corporation | 4.8 | $4.6M | 8.3k | 552.34 | |
| Parker-Hannifin Corporation (PH) | 4.7 | $4.5M | 35k | 129.73 | |
| Laboratory Corp. of America Holdings | 4.5 | $4.3M | 34k | 126.40 | |
| Wells Fargo & Company (WFC) | 4.5 | $4.2M | 147k | 28.70 | |
| Truist Financial Corp equities (TFC) | 1.9 | $1.8M | 59k | 30.84 | |
| Liberty Broadband Cl C (LBRDK) | 1.0 | $960k | 8.7k | 110.73 | |
| Fortive (FTV) | 0.7 | $651k | 12k | 55.23 | |
| Liberty Broadband Corporation (LBRDA) | 0.3 | $291k | 2.7k | 106.95 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.3 | $273k | 8.6k | 31.71 |
