Banyan Capital Management as of June 30, 2024
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 17 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway B Stock (BRK.B) | 11.1 | $18M | 45k | 406.80 | |
| Cigna Stock (CI) | 10.6 | $18M | 53k | 330.57 | |
| Markel Stock (MKL) | 10.3 | $17M | 11k | 1575.66 | |
| Vontier Stock (VNT) | 9.1 | $15M | 394k | 38.20 | |
| Apple Stock (AAPL) | 8.0 | $13M | 63k | 210.62 | |
| Parker Hannifin Stock (PH) | 7.4 | $12M | 24k | 505.81 | |
| Carmax Stock (KMX) | 5.8 | $9.7M | 132k | 73.34 | |
| Phinia Stock (PHIN) | 5.8 | $9.6M | 244k | 39.36 | |
| Charter Communications Stock (CHTR) | 5.8 | $9.5M | 32k | 298.96 | |
| American Express Stock (AXP) | 5.0 | $8.3M | 36k | 231.55 | |
| Henry Schein Stock (HSIC) | 4.8 | $8.0M | 125k | 64.10 | |
| Labcorp Holdings Stock (LH) | 4.6 | $7.7M | 38k | 203.51 | |
| Liberty Sirius A Stock (LSXMK) | 4.6 | $7.6M | 344k | 22.15 | |
| Danaher Stock (DHR) | 3.6 | $5.9M | 24k | 249.85 | |
| Heineken Holdings Stock (HKHHF) | 3.2 | $5.3M | 67k | 78.91 | |
| Veralto Stock (VLTO) | 0.2 | $329k | 3.4k | 95.47 | |
| Fortrea Holdings Stock (FTRE) | 0.1 | $161k | 6.9k | 23.34 |
