Filed: 1/19/2023ACC: 0001085146-23-000228
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $134.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$134.6K
Total AUM (reported)
1.31M
Total Shares
Allocation by class
STOCK$134.6K100.0%
Portfolio Concentration
Top 3$46.5K34.6%
4–10$66.7K49.5%
11–25$21.4K15.9%
Top 3 weight
34.6%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Sole
Full voting authority
1.31M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
CIGNA
SOLEShares53.73K
TypeSH
Market value$17.8K
13.23%
Sole
53.73K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY B
SOLEShares47.23K
TypeSH
Market value$14.6K
10.84%
Sole
47.23K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.73K
TypeSH
Market value$14.1K
10.50%
Sole
10.73K
Shared
0.00
None
0.00
APPLE
SOLEShares93.05K
TypeSH
Market value$12.1K
8.98%
Sole
93.05K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares29.34K
TypeSH
Market value$9.9K
7.39%
Sole
29.34K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares33.07K
TypeSH
Market value$9.6K
7.15%
Sole
33.07K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares64.71K
TypeSH
Market value$9.6K
7.10%
Sole
64.71K
Shared
0.00
None
0.00
LIBERTY SIRIUS C
SOLEShares232.31K
TypeSH
Market value$9.1K
6.75%
Sole
232.31K
Shared
0.00
None
0.00
LABCORP
SOLEShares34.84K
TypeSH
Market value$8.2K
6.10%
Sole
34.84K
Shared
0.00
None
0.00
ALTRIA
SOLEShares178.56K
TypeSH
Market value$8.2K
6.06%
Sole
178.56K
Shared
0.00
None
0.00
VONTIER
SOLEShares402.11K
TypeSH
Market value$7.8K
5.78%
Sole
402.11K
Shared
0.00
None
0.00
DANAHER
SOLEShares26.46K
TypeSH
Market value$7.0K
5.22%
Sole
26.46K
Shared
0.00
None
0.00
CARMAX
SOLEShares84.36K
TypeSH
Market value$5.1K
3.82%
Sole
84.36K
Shared
0.00
None
0.00
LIBERTY BROADBAND C
SOLEShares12.69K
TypeSH
Market value$968.00
0.72%
Sole
12.69K
Shared
0.00
None
0.00
LIBERTY SIRIUS A
SOLEShares7.47K
TypeSH
Market value$294.00
0.22%
Sole
7.47K
Shared
0.00
None
0.00
LIBERTY BROADBAND A
SOLEShares2.40K
TypeSH
Market value$182.00
0.14%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CIGNASOLE | STOCK | 53.73K | SH | $17.8K 13.23% | 53.73K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY BSOLE | STOCK | 47.23K | SH | $14.6K 10.84% | 47.23K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.73K | SH | $14.1K 10.50% | 10.73K | 0.00 | 0.00 |
APPLESOLE | STOCK | 93.05K | SH | $12.1K 8.98% | 93.05K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 29.34K | SH | $9.9K 7.39% | 29.34K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 33.07K | SH | $9.6K 7.15% | 33.07K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 64.71K | SH | $9.6K 7.10% | 64.71K | 0.00 | 0.00 |
LIBERTY SIRIUS CSOLE | STOCK | 232.31K | SH | $9.1K 6.75% | 232.31K | 0.00 | 0.00 |
LABCORPSOLE | STOCK | 34.84K | SH | $8.2K 6.10% | 34.84K | 0.00 | 0.00 |
ALTRIASOLE | STOCK | 178.56K | SH | $8.2K 6.06% | 178.56K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 402.11K | SH | $7.8K 5.78% | 402.11K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 26.46K | SH | $7.0K 5.22% | 26.46K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 84.36K | SH | $5.1K 3.82% | 84.36K | 0.00 | 0.00 |
LIBERTY BROADBAND CSOLE | STOCK | 12.69K | SH | $968.00 0.72% | 12.69K | 0.00 | 0.00 |
LIBERTY SIRIUS ASOLE | STOCK | 7.47K | SH | $294.00 0.22% | 7.47K | 0.00 | 0.00 |
LIBERTY BROADBAND ASOLE | STOCK | 2.40K | SH | $182.00 0.14% | 2.40K | 0.00 | 0.00 |