Banyan Capital Management as of March 31, 2021
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 20 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 9.6 | $15M | 119k | 122.15 | |
| Charter Communications Stock (CHTR) | 8.7 | $13M | 21k | 617.02 | |
| Cigna Stock (CI) | 8.2 | $12M | 51k | 241.75 | |
| Berkshire Hathaway B Stock (BRK.B) | 8.1 | $12M | 48k | 255.47 | |
| Markel Stock (MKL) | 7.7 | $12M | 10k | 1139.63 | |
| Parker Hannifin Stock (PH) | 7.0 | $11M | 34k | 315.42 | |
| Carmax Stock (KMX) | 7.0 | $11M | 80k | 132.66 | |
| American Express Stock (AXP) | 6.3 | $9.4M | 67k | 141.44 | |
| Liberty Sirius C Stock | 6.1 | $9.2M | 209k | 44.11 | |
| Altria Stock (MO) | 6.0 | $9.1M | 178k | 51.16 | |
| Labcorp Stock (LH) | 5.5 | $8.3M | 33k | 255.02 | |
| Alleghany Stock | 5.3 | $8.0M | 13k | 626.33 | |
| Danaher Stock (DHR) | 4.4 | $6.7M | 30k | 225.09 | |
| Vontier Stock (VNT) | 4.2 | $6.3M | 209k | 30.27 | |
| Wells Fargo Stock (WFC) | 2.6 | $3.9M | 99k | 39.07 | |
| Truist Financial Stock (TFC) | 1.4 | $2.1M | 35k | 58.32 | |
| Bank Of America Stock (BAC) | 0.8 | $1.3M | 33k | 38.68 | |
| Liberty Broadband C Stock (LBRDK) | 0.8 | $1.2M | 7.7k | 150.16 | |
| Liberty Sirius A Stock | 0.2 | $369k | 8.4k | 44.09 | |
| Liberty Broadband A Stock (LBRDA) | 0.2 | $363k | 2.5k | 145.32 |
