Banyan Capital Management as of Sept. 30, 2022
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cigna Stock (CI) | 11.2 | $15M | 54k | 277.47 | |
| Apple Stock (AAPL) | 9.6 | $13M | 93k | 138.20 | |
| Berkshire Hathaway B Stock (BRK.B) | 9.4 | $13M | 47k | 267.01 | |
| Markel Stock (MKL) | 8.7 | $12M | 11k | 1084.24 | |
| Alleghany Stock | 7.0 | $9.4M | 11k | 839.33 | |
| Charter Communications Stock (CHTR) | 6.9 | $9.2M | 30k | 303.36 | |
| Liberty Sirius C Stock | 6.5 | $8.8M | 232k | 37.71 | |
| American Express Stock (AXP) | 6.5 | $8.8M | 65k | 134.92 | |
| Parker Hannifin Stock (PH) | 6.0 | $8.0M | 33k | 242.30 | |
| Altria Stock (MO) | 5.4 | $7.3M | 181k | 40.38 | |
| Labcorp Stock | 5.3 | $7.1M | 35k | 204.80 | |
| Danaher Stock (DHR) | 5.1 | $6.8M | 27k | 258.30 | |
| Vontier Stock (VNT) | 5.0 | $6.8M | 405k | 16.71 | |
| Carmax Stock (KMX) | 4.1 | $5.6M | 84k | 66.02 | |
| Altice Stock (ATUS) | 2.5 | $3.3M | 569k | 5.83 | |
| Liberty Broadband C Stock (LBRDK) | 0.4 | $565k | 7.7k | 73.74 | |
| Liberty Sirius A Stock | 0.2 | $285k | 7.5k | 38.06 | |
| Liberty Broadband A Stock (LBRDA) | 0.1 | $179k | 2.4k | 74.43 |
