Banyan Capital Management as of March 31, 2023
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 11.0 | $15M | 92k | 164.90 | |
| Berkshire Hathaway B Stock (BRK.B) | 10.5 | $14M | 47k | 308.77 | |
| Markel Stock (MKL) | 10.1 | $14M | 11k | 1277.37 | |
| Cigna Stock (CI) | 9.9 | $14M | 53k | 255.53 | |
| Vontier Stock (VNT) | 8.0 | $11M | 403k | 27.34 | |
| Parker Hannifin Stock (PH) | 8.0 | $11M | 33k | 336.10 | |
| American Express Stock (AXP) | 7.7 | $11M | 64k | 164.95 | |
| Charter Communications Stock (CHTR) | 7.6 | $11M | 29k | 357.61 | |
| Carmax Stock (KMX) | 6.0 | $8.2M | 128k | 64.28 | |
| Labcorp Stock (LH) | 5.8 | $8.0M | 35k | 229.41 | |
| Liberty Sirius C Stock | 5.4 | $7.3M | 262k | 27.99 | |
| Danaher Stock (DHR) | 4.8 | $6.6M | 26k | 252.03 | |
| Heineken Holdings Stock (HKHHF) | 4.2 | $5.7M | 62k | 92.01 | |
| Liberty Broadband C Stock (LBRDK) | 0.8 | $1.0M | 13k | 81.66 | |
| Liberty Sirius A Stock | 0.2 | $210k | 7.5k | 28.12 | |
| Liberty Broadband A Stock (LBRDA) | 0.1 | $197k | 2.4k | 81.91 |
