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 | 364.79 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.1 | $11M | 21k | 510.00 | |
| Cigna Corp (CI) | 8.7 | $9.4M | 50k | 187.63 | |
| Berkshire Hathaway (BRK.B) | 8.0 | $8.6M | 48k | 178.50 | |
| CarMax (KMX) | 7.5 | $8.1M | 90k | 89.54 | |
| Markel Corporation (MKL) | 7.4 | $8.0M | 8.6k | 923.08 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.8 | $7.4M | 214k | 34.45 | |
| American Express Company (AXP) | 6.0 | $6.4M | 67k | 95.19 | |
| Parker-Hannifin Corporation (PH) | 5.8 | $6.2M | 34k | 183.25 | |
| Laboratory Corp. of America Holdings | 5.1 | $5.5M | 33k | 166.09 | |
| Danaher Corporation (DHR) | 5.0 | $5.4M | 31k | 176.81 | |
| Discovery Communications | 5.0 | $5.4M | 279k | 19.26 | |
| Alleghany Corporation | 3.8 | $4.1M | 8.3k | 489.14 | |
| Wells Fargo & Company (WFC) | 3.5 | $3.8M | 148k | 25.60 | |
| Truist Financial Corp equities (TFC) | 1.9 | $2.0M | 55k | 37.54 | |
| Liberty Broadband Cl C (LBRDK) | 0.9 | $975k | 7.9k | 123.86 | |
| Liberty Broadband Corporation (LBRDA) | 0.3 | $309k | 2.5k | 121.99 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.3 | $288k | 8.4k | 34.41 |
