Banyan Capital Management as of Dec. 31, 2020
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 20 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.5 | $17M | 131k | 132.69 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.2 | $14M | 21k | 661.57 | |
| Berkshire Hathaway (BRK.B) | 8.0 | $11M | 48k | 231.87 | |
| Cigna Corp (CI) | 7.8 | $11M | 52k | 208.17 | |
| Parker-Hannifin Corporation (PH) | 6.7 | $9.3M | 34k | 272.41 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.7 | $9.2M | 212k | 43.51 | |
| Markel Corporation (MKL) | 6.4 | $8.9M | 8.6k | 1033.33 | |
| American Express Company (AXP) | 5.9 | $8.1M | 67k | 120.91 | |
| CarMax (KMX) | 5.6 | $7.8M | 83k | 94.46 | |
| Alleghany Corporation | 5.6 | $7.7M | 13k | 603.69 | |
| Discovery Communications | 5.3 | $7.4M | 281k | 26.19 | |
| Laboratory Corp. of America Holdings | 4.9 | $6.7M | 33k | 203.55 | |
| Danaher Corporation (DHR) | 4.8 | $6.7M | 30k | 222.13 | |
| Vontier Corporation (VNT) | 4.1 | $5.7M | 170k | 33.40 | |
| Wells Fargo & Company (WFC) | 2.2 | $3.0M | 100k | 30.18 | |
| Truist Financial Corp equities (TFC) | 1.3 | $1.7M | 36k | 47.93 | |
| Liberty Broadband Cl C (LBRDK) | 0.9 | $1.2M | 7.7k | 158.37 | |
| Bank of America Corporation (BAC) | 0.7 | $1.0M | 34k | 30.30 | |
| Liberty Broadband Corporation (LBRDA) | 0.3 | $399k | 2.5k | 157.52 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.3 | $361k | 8.4k | 43.14 |
