Banyan Captial Management as of Dec. 31, 2018
Portfolio Holdings for Banyan Captial Management
Banyan Captial Management holds 37 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.6 | $9.5M | 47k | 204.16 | |
| Markel Corporation (MKL) | 9.3 | $8.3M | 8.0k | 1037.93 | |
| Apple (AAPL) | 7.4 | $6.6M | 42k | 157.73 | |
| Liberty Media Corp Delaware Com C Siriusxm | 7.1 | $6.3M | 171k | 36.97 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.0 | $6.3M | 22k | 284.97 | |
| Wells Fargo & Company (WFC) | 6.7 | $6.0M | 130k | 46.07 | |
| CarMax (KMX) | 6.4 | $5.7M | 91k | 62.72 | |
| American Express Company (AXP) | 6.3 | $5.7M | 60k | 95.32 | |
| Alleghany Corporation | 6.0 | $5.3M | 8.5k | 623.32 | |
| Post Holdings Inc Common (POST) | 5.2 | $4.6M | 52k | 89.11 | |
| Danaher Corporation (DHR) | 4.8 | $4.3M | 42k | 103.10 | |
| Parker-Hannifin Corporation (PH) | 4.6 | $4.1M | 28k | 149.13 | |
| Laboratory Corp. of America Holdings | 4.3 | $3.9M | 31k | 126.34 | |
| Cigna Corp (CI) | 4.2 | $3.7M | 20k | 189.89 | |
| Amazon (AMZN) | 3.9 | $3.5M | 2.3k | 1501.71 | |
| At&t (T) | 2.0 | $1.8M | 64k | 28.53 | |
| Fortive (FTV) | 1.1 | $976k | 14k | 67.66 | |
| Liberty Broadband Cl C (LBRDK) | 0.9 | $777k | 11k | 71.99 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.5 | $468k | 13k | 36.77 | |
| Colfax Corporation | 0.5 | $460k | 22k | 20.89 | |
| Liberty Broadband Corporation (LBRDA) | 0.3 | $286k | 4.0k | 71.63 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $125k | 120.00 | 1041.67 | |
| Visa (V) | 0.1 | $95k | 723.00 | 131.40 | |
| Microsoft Corporation (MSFT) | 0.1 | $76k | 758.00 | 100.26 | |
| Bank of America Corporation (BAC) | 0.1 | $59k | 2.4k | 24.49 | |
| Home Depot (HD) | 0.1 | $59k | 349.00 | 169.05 | |
| Johnson & Johnson (JNJ) | 0.1 | $66k | 512.00 | 128.91 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $56k | 575.00 | 97.39 | |
| Fiserv (FI) | 0.1 | $53k | 722.00 | 73.41 | |
| Comcast Corporation (CMCSA) | 0.0 | $35k | 1.0k | 34.05 | |
| Walt Disney Company (DIS) | 0.0 | $39k | 359.00 | 108.64 | |
| Cummins (CMI) | 0.0 | $23k | 175.00 | 131.43 | |
| Roper Industries (ROP) | 0.0 | $24k | 91.00 | 263.74 | |
| Booking Holdings (BKNG) | 0.0 | $24k | 14.00 | 1714.29 | |
| Amgen (AMGN) | 0.0 | $16k | 86.00 | 186.05 | |
| Gilead Sciences (GILD) | 0.0 | $13k | 214.00 | 60.75 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $10k | 10.00 | 1000.00 |
