Banyan Capital Management as of March 31, 2024
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cigna Stock (CI) | 11.1 | $20M | 54k | 363.19 | |
| Berkshire Hathaway B Stock (BRK.B) | 10.8 | $19M | 46k | 420.53 | |
| Vontier Stock (VNT) | 10.3 | $18M | 401k | 45.36 | |
| Markel Stock (MKL) | 9.4 | $17M | 11k | 1521.46 | |
| Parker Hannifin Stock (PH) | 8.4 | $15M | 27k | 555.79 | |
| Carmax Stock (KMX) | 6.4 | $11M | 130k | 87.11 | |
| Apple Stock (AAPL) | 6.4 | $11M | 66k | 171.48 | |
| American Express Stock (AXP) | 6.1 | $11M | 48k | 227.70 | |
| Liberty Sirius A Stock (LSXMK) | 5.8 | $10M | 342k | 29.72 | |
| Phinia Stock (PHIN) | 5.3 | $9.4M | 244k | 38.43 | |
| Charter Communications Stock (CHTR) | 4.5 | $8.0M | 27k | 290.64 | |
| Labcorp Stock | 4.3 | $7.6M | 35k | 218.47 | |
| Danaher Stock (DHR) | 3.5 | $6.2M | 25k | 249.73 | |
| Henry Schein Stock (HSIC) | 3.3 | $5.9M | 78k | 75.52 | |
| Heineken Holdings Stock (HKHHF) | 3.1 | $5.4M | 67k | 80.71 | |
| Liberty Broadband C Stock (LBRDK) | 0.8 | $1.4M | 24k | 57.22 | |
| Veralto Stock (VLTO) | 0.2 | $324k | 3.7k | 88.60 | |
| Fortrea Holdings Stock (FTRE) | 0.2 | $278k | 6.9k | 40.19 | |
| Liberty Broadband A Stock (LBRDA) | 0.1 | $137k | 2.4k | 56.96 |
