Banyan Capital Management as of Sept. 30, 2023
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway B Stock (BRK.B) | 10.4 | $16M | 46k | 350.29 | |
| Markel Stock (MKL) | 10.3 | $16M | 11k | 1472.46 | |
| Cigna Stock (CI) | 10.0 | $15M | 54k | 286.07 | |
| Apple Stock (AAPL) | 8.8 | $14M | 79k | 171.21 | |
| Charter Communications Stock (CHTR) | 8.1 | $13M | 28k | 439.81 | |
| Vontier Stock (VNT) | 8.0 | $12M | 400k | 30.92 | |
| Parker Hannifin Stock (PH) | 8.0 | $12M | 32k | 389.53 | |
| American Express Stock (AXP) | 6.1 | $9.4M | 63k | 149.20 | |
| Carmax Stock (KMX) | 5.9 | $9.0M | 128k | 70.73 | |
| Liberty Sirius C Stock | 5.4 | $8.3M | 327k | 25.46 | |
| Labcorp Stock (LH) | 4.5 | $7.0M | 35k | 201.04 | |
| Danaher Stock (DHR) | 4.2 | $6.4M | 26k | 248.08 | |
| Phinia Stock (PHIN) | 4.1 | $6.3M | 237k | 26.79 | |
| Heineken Holdings Stock (HKHHF) | 3.1 | $4.7M | 62k | 75.48 | |
| Liberty Live C Stock | 1.3 | $2.0M | 61k | 32.09 | |
| Liberty Broadband C Stock (LBRDK) | 0.9 | $1.4M | 15k | 91.30 | |
| Fortrea Holdings Stock (FTRE) | 0.5 | $742k | 26k | 28.60 | |
| Liberty Broadband A Stock (LBRDA) | 0.1 | $219k | 2.4k | 91.06 | |
| Liberty Sirius A Stock | 0.1 | $190k | 7.5k | 25.44 |
