Banyan Capital Management as of June 30, 2020
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 18 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.9 | $15M | 41k | 364.78 | |
| Charter Communications Inc N Cl A (CHTR) | 10.1 | $11M | 22k | 509.99 | |
| Cigna Corp (CI) | 8.7 | $9.5M | 51k | 187.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.9 | $8.6M | 48k | 178.49 | |
| CarMax (KMX) | 7.5 | $8.1M | 91k | 89.55 | |
| Markel Corporation (MKL) | 7.4 | $8.0M | 8.7k | 923.10 | |
| Liberty Media Corp Del Com C Siriusxm | 6.8 | $7.4M | 216k | 34.45 | |
| American Express Company (AXP) | 6.0 | $6.5M | 68k | 95.19 | |
| Parker-Hannifin Corporation (PH) | 5.8 | $6.3M | 35k | 183.26 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 5.1 | $5.6M | 34k | 166.09 | |
| Danaher Corporation (DHR) | 5.1 | $5.5M | 31k | 176.83 | |
| Discovery Com Ser C | 5.0 | $5.4M | 282k | 19.26 | |
| Alleghany Corporation | 3.8 | $4.1M | 8.4k | 489.11 | |
| Wells Fargo & Company (WFC) | 3.5 | $3.8M | 149k | 25.60 | |
| Truist Financial Corp equities (TFC) | 1.9 | $2.1M | 55k | 37.54 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.9 | $995k | 8.0k | 123.93 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.3 | $316k | 2.6k | 121.87 | |
| Liberty Media Corp Del Com A Siriusxm | 0.3 | $297k | 8.6k | 34.50 |
