Banyan Capital Management as of Dec. 31, 2023
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cigna Corp (CI) | 10.0 | $16M | 54k | 299.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.0 | $16M | 46k | 356.66 | |
| Markel Corporation (MKL) | 9.5 | $15M | 11k | 1419.94 | |
| Parker-Hannifin Corporation (PH) | 8.7 | $14M | 31k | 460.70 | |
| Vontier Corporation (VNT) | 8.5 | $14M | 401k | 34.55 | |
| Apple (AAPL) | 8.1 | $13M | 69k | 192.53 | |
| American Express Company (AXP) | 7.3 | $12M | 63k | 187.34 | |
| Charter Communications Inc N Cl A (CHTR) | 6.5 | $11M | 27k | 388.67 | |
| CarMax (KMX) | 6.1 | $9.9M | 129k | 76.74 | |
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 6.0 | $9.8M | 340k | 28.78 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 4.9 | $7.9M | 35k | 227.28 | |
| Phinia Common Stock (PHIN) | 4.5 | $7.3M | 242k | 30.29 | |
| Danaher Corporation (DHR) | 3.6 | $5.9M | 26k | 231.32 | |
| Heineken Holdings Stock (HKHHF) | 3.2 | $5.3M | 62k | 84.55 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.1 | $1.8M | 22k | 80.61 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 1.1 | $1.8M | 48k | 37.38 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.5 | $816k | 23k | 34.92 | |
| Veralto Corp Com Shs (VLTO) | 0.4 | $697k | 8.5k | 82.22 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.1 | $194k | 2.4k | 80.67 |
