Filed: 11/14/2022ACC: 0001085146-22-004085
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $134.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$134.4K
Total AUM (reported)
1.90M
Total Shares
Allocation by class
STOCK$134.4K100.0%
Portfolio Concentration
Top 3$40.6K30.2%
4–10$63.2K47.0%
11–25$30.6K22.8%
Top 3 weight
30.2%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 1.90M
Sole
Full voting authority
1.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
CIGNA
SOLEShares54.28K
TypeSH
Market value$15.1K
11.21%
Sole
54.28K
Shared
0.00
None
0.00
APPLE
SOLEShares93.40K
TypeSH
Market value$12.9K
9.61%
Sole
93.40K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY B
SOLEShares47.23K
TypeSH
Market value$12.6K
9.39%
Sole
47.23K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.73K
TypeSH
Market value$11.6K
8.66%
Sole
10.73K
Shared
0.00
None
0.00
ALLEGHANY
SOLEShares11.25K
TypeSH
Market value$9.4K
7.03%
Sole
11.25K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares30.41K
TypeSH
Market value$9.2K
6.87%
Sole
30.41K
Shared
0.00
None
0.00
LIBERTY SIRIUS C
SOLEShares232.31K
TypeSH
Market value$8.8K
6.52%
Sole
232.31K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares64.91K
TypeSH
Market value$8.8K
6.52%
Sole
64.91K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares33.07K
TypeSH
Market value$8.0K
5.96%
Sole
33.07K
Shared
0.00
None
0.00
ALTRIA
SOLEShares181.35K
TypeSH
Market value$7.3K
5.45%
Sole
181.35K
Shared
0.00
None
0.00
LABCORP
SOLEShares34.83K
TypeSH
Market value$7.1K
5.31%
Sole
34.83K
Shared
0.00
None
0.00
DANAHER
SOLEShares26.46K
TypeSH
Market value$6.8K
5.09%
Sole
26.46K
Shared
0.00
None
0.00
VONTIER
SOLEShares404.86K
TypeSH
Market value$6.8K
5.03%
Sole
404.86K
Shared
0.00
None
0.00
CARMAX
SOLEShares84.24K
TypeSH
Market value$5.6K
4.14%
Sole
84.24K
Shared
0.00
None
0.00
ALTICE
SOLEShares569.35K
TypeSH
Market value$3.3K
2.47%
Sole
569.35K
Shared
0.00
None
0.00
LIBERTY BROADBAND C
SOLEShares7.66K
TypeSH
Market value$565.00
0.42%
Sole
7.66K
Shared
0.00
None
0.00
LIBERTY SIRIUS A
SOLEShares7.49K
TypeSH
Market value$285.00
0.21%
Sole
7.49K
Shared
0.00
None
0.00
LIBERTY BROADBAND A
SOLEShares2.40K
TypeSH
Market value$179.00
0.13%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CIGNASOLE | STOCK | 54.28K | SH | $15.1K 11.21% | 54.28K | 0.00 | 0.00 |
APPLESOLE | STOCK | 93.40K | SH | $12.9K 9.61% | 93.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY BSOLE | STOCK | 47.23K | SH | $12.6K 9.39% | 47.23K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.73K | SH | $11.6K 8.66% | 10.73K | 0.00 | 0.00 |
ALLEGHANYSOLE | STOCK | 11.25K | SH | $9.4K 7.03% | 11.25K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 30.41K | SH | $9.2K 6.87% | 30.41K | 0.00 | 0.00 |
LIBERTY SIRIUS CSOLE | STOCK | 232.31K | SH | $8.8K 6.52% | 232.31K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 64.91K | SH | $8.8K 6.52% | 64.91K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 33.07K | SH | $8.0K 5.96% | 33.07K | 0.00 | 0.00 |
ALTRIASOLE | STOCK | 181.35K | SH | $7.3K 5.45% | 181.35K | 0.00 | 0.00 |
LABCORPSOLE | STOCK | 34.83K | SH | $7.1K 5.31% | 34.83K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 26.46K | SH | $6.8K 5.09% | 26.46K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 404.86K | SH | $6.8K 5.03% | 404.86K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 84.24K | SH | $5.6K 4.14% | 84.24K | 0.00 | 0.00 |
ALTICESOLE | STOCK | 569.35K | SH | $3.3K 2.47% | 569.35K | 0.00 | 0.00 |
LIBERTY BROADBAND CSOLE | STOCK | 7.66K | SH | $565.00 0.42% | 7.66K | 0.00 | 0.00 |
LIBERTY SIRIUS ASOLE | STOCK | 7.49K | SH | $285.00 0.21% | 7.49K | 0.00 | 0.00 |
LIBERTY BROADBAND ASOLE | STOCK | 2.40K | SH | $179.00 0.13% | 2.40K | 0.00 | 0.00 |