Banyan Capital Management as of June 30, 2022
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 18 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cigna Stock (CI) | 9.7 | $14M | 55k | 263.53 | |
| Apple Stock (AAPL) | 9.6 | $14M | 104k | 136.72 | |
| Markel Stock (MKL) | 9.3 | $14M | 11k | 1293.22 | |
| Charter Communications Stock (CHTR) | 9.1 | $13M | 29k | 468.53 | |
| Berkshire Hathaway B Stock (BRK.B) | 8.6 | $13M | 47k | 273.02 | |
| Alleghany Stock | 7.7 | $11M | 14k | 833.09 | |
| American Express Stock (AXP) | 6.1 | $9.0M | 65k | 138.61 | |
| Liberty Sirius C Stock | 5.6 | $8.4M | 232k | 36.05 | |
| Parker Hannifin Stock (PH) | 5.5 | $8.2M | 33k | 246.04 | |
| Vontier Stock (VNT) | 5.3 | $7.8M | 341k | 22.99 | |
| Altria Stock (MO) | 5.1 | $7.6M | 182k | 41.77 | |
| Labcorp Stock | 5.1 | $7.6M | 32k | 234.35 | |
| Danaher Stock (DHR) | 4.5 | $6.7M | 27k | 253.53 | |
| Carmax Stock (KMX) | 4.3 | $6.4M | 71k | 90.48 | |
| Altice Stock (ATUS) | 3.5 | $5.2M | 567k | 9.25 | |
| Liberty Broadband C Stock (LBRDK) | 0.6 | $886k | 7.7k | 115.64 | |
| Liberty Sirius A Stock | 0.2 | $276k | 7.7k | 36.02 | |
| Liberty Broadband A Stock (LBRDA) | 0.2 | $273k | 2.4k | 113.51 |
