Banyan Capital Management as of Sept. 30, 2021
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple Stock (AAPL) | 10.5 | $16M | 116k | 141.50 | |
Charter Communications Stock (CHTR) | 9.8 | $15M | 21k | 727.58 | |
Berkshire Hathaway B Stock (BRK.B) | 8.3 | $13M | 48k | 272.93 | |
Markel Stock (MKL) | 8.1 | $13M | 11k | 1195.17 | |
American Express Stock (AXP) | 7.1 | $11M | 66k | 167.53 | |
Cigna Stock (CI) | 6.8 | $11M | 53k | 200.16 | |
Liberty Sirius C Stock | 6.5 | $10M | 214k | 47.47 | |
Carmax Stock (KMX) | 6.3 | $9.9M | 77k | 127.96 | |
Parker Hannifin Stock (PH) | 5.9 | $9.3M | 33k | 279.62 | |
Labcorp Stock | 5.8 | $9.1M | 32k | 281.44 | |
Alleghany Stock | 5.7 | $9.0M | 15k | 624.42 | |
Danaher Stock (DHR) | 5.6 | $8.8M | 29k | 304.43 | |
Altria Stock (MO) | 5.4 | $8.6M | 188k | 45.52 | |
Vontier Stock (VNT) | 4.7 | $7.4M | 220k | 33.60 | |
Truist Financial Stock (TFC) | 1.3 | $2.0M | 34k | 58.65 | |
Bank Of America Stock (BAC) | 0.9 | $1.4M | 33k | 42.45 | |
Liberty Broadband C Stock (LBRDK) | 0.8 | $1.3M | 7.7k | 172.71 | |
Liberty Broadband A Stock (LBRDA) | 0.3 | $405k | 2.4k | 168.40 | |
Liberty Sirius A Stock | 0.2 | $381k | 8.1k | 47.22 |