Banyan Capital Management as of Sept. 30, 2024
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway B Stock (BRK.B) | 11.9 | $21M | 45k | 460.26 | |
| Cigna Stock (CI) | 10.7 | $18M | 53k | 346.44 | |
| Markel Stock (MKL) | 9.7 | $17M | 11k | 1568.58 | |
| Parker Hannifin Stock (PH) | 8.7 | $15M | 24k | 631.82 | |
| Vontier Stock (VNT) | 7.9 | $14M | 403k | 33.74 | |
| Phinia Stock (PHIN) | 6.4 | $11M | 242k | 46.03 | |
| Apple Stock (AAPL) | 6.1 | $11M | 45k | 233.00 | |
| Charter Communications Stock (CHTR) | 6.1 | $10M | 32k | 324.08 | |
| Carmax Stock (KMX) | 5.9 | $10M | 131k | 77.38 | |
| American Express Stock (AXP) | 5.5 | $9.5M | 35k | 271.20 | |
| Henry Schein Stock (HSIC) | 5.4 | $9.3M | 127k | 72.90 | |
| Labcorp Holdings Stock (LH) | 4.9 | $8.5M | 38k | 223.48 | |
| Siriusxm Stock | 4.0 | $6.9M | 293k | 23.65 | |
| Danaher Stock (DHR) | 3.8 | $6.5M | 24k | 278.02 | |
| Heineken Holdings Stock (HKHHF) | 2.9 | $4.9M | 66k | 75.49 | |
| Veralto Stock (VLTO) | 0.2 | $374k | 3.3k | 111.86 |
