Banyan Capital Management as of Sept. 30, 2020
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 18 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 15.5 | $19M | 160k | 115.81 | |
| Charter Communications Stock (CHTR) | 11.1 | $13M | 21k | 624.32 | |
| Berkshire Hathaway B Stock (BRK.B) | 8.5 | $10M | 48k | 212.94 | |
| Cigna Stock (CI) | 7.4 | $8.9M | 52k | 169.40 | |
| Markel Stock (MKL) | 7.0 | $8.4M | 8.6k | 973.75 | |
| Carmax Stock (KMX) | 6.5 | $7.8M | 85k | 91.91 | |
| Liberty Sirius C Stock | 5.9 | $7.1M | 214k | 33.08 | |
| Parker Hannifin Stock (PH) | 5.8 | $6.9M | 34k | 202.35 | |
| American Express Stock (AXP) | 5.6 | $6.8M | 67k | 100.25 | |
| Alleghany Stock | 5.6 | $6.7M | 13k | 520.42 | |
| Danaher Stock (DHR) | 5.5 | $6.5M | 30k | 215.32 | |
| Labcorp Stock | 5.2 | $6.2M | 33k | 188.26 | |
| Discovery Communications C Stock | 4.6 | $5.5M | 280k | 19.60 | |
| Wells Fargo Stock (WFC) | 2.8 | $3.4M | 145k | 23.51 | |
| Truist Financial Stock (TFC) | 1.6 | $1.9M | 51k | 38.05 | |
| Liberty Broadband C Stock (LBRDK) | 0.9 | $1.1M | 7.9k | 142.91 | |
| Liberty Broadband A Stock (LBRDA) | 0.3 | $359k | 2.5k | 141.73 | |
| Liberty Sirius A Stock | 0.2 | $278k | 8.4k | 33.22 |
