Banyan Capital Management as of June 30, 2023
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 11.3 | $17M | 88k | 193.97 | |
| Berkshire Hathaway B Stock (BRK.B) | 10.4 | $16M | 46k | 340.99 | |
| Cigna Stock (CI) | 10.0 | $15M | 54k | 280.61 | |
| Markel Stock (MKL) | 9.9 | $15M | 11k | 1383.16 | |
| Vontier Stock (VNT) | 8.6 | $13M | 403k | 32.21 | |
| Parker Hannifin Stock (PH) | 8.3 | $13M | 32k | 390.03 | |
| American Express Stock (AXP) | 7.3 | $11M | 64k | 174.20 | |
| Carmax Stock (KMX) | 7.1 | $11M | 128k | 83.70 | |
| Charter Communications Stock (CHTR) | 6.9 | $11M | 29k | 367.37 | |
| Liberty Sirius C Stock | 5.7 | $8.6M | 264k | 32.73 | |
| Labcorp Stock (LH) | 5.5 | $8.4M | 35k | 241.34 | |
| Danaher Stock (DHR) | 4.2 | $6.3M | 26k | 240.01 | |
| Heineken Holdings Stock (HKHHF) | 3.6 | $5.4M | 62k | 87.00 | |
| Liberty Broadband C Stock (LBRDK) | 0.8 | $1.2M | 15k | 80.10 | |
| Liberty Sirius A Stock | 0.2 | $245k | 7.5k | 32.80 | |
| Liberty Broadband A Stock (LBRDA) | 0.1 | $192k | 2.4k | 79.83 |
