Filed: 5/11/2023ACC: 0001085146-23-002239
📋 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 $137.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$137.2K
Total AUM (reported)
1.27M
Total Shares
Allocation by class
STOCK$137.2K100.0%
Portfolio Concentration
Top 3$43.3K31.6%
4–10$72.8K53.0%
11–25$21.1K15.4%
Top 3 weight
31.6%
Top 10 weight
84.6%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Sole
Full voting authority
1.27M
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:
APPLE
SOLEShares91.69K
TypeSH
Market value$15.1K
11.02%
Sole
91.69K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY B
SOLEShares46.49K
TypeSH
Market value$14.4K
10.47%
Sole
46.49K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.82K
TypeSH
Market value$13.8K
10.08%
Sole
10.82K
Shared
0.00
None
0.00
CIGNA
SOLEShares53.11K
TypeSH
Market value$13.6K
9.90%
Sole
53.11K
Shared
0.00
None
0.00
VONTIER
SOLEShares402.63K
TypeSH
Market value$11.0K
8.03%
Sole
402.63K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares32.60K
TypeSH
Market value$11.0K
7.99%
Sole
32.60K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares63.91K
TypeSH
Market value$10.5K
7.69%
Sole
63.91K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares29.29K
TypeSH
Market value$10.5K
7.64%
Sole
29.29K
Shared
0.00
None
0.00
CARMAX
SOLEShares128.31K
TypeSH
Market value$8.2K
6.01%
Sole
128.31K
Shared
0.00
None
0.00
LABCORP
SOLEShares34.66K
TypeSH
Market value$8.0K
5.80%
Sole
34.66K
Shared
0.00
None
0.00
LIBERTY SIRIUS C
SOLEShares262.37K
TypeSH
Market value$7.3K
5.35%
Sole
262.37K
Shared
0.00
None
0.00
DANAHER
SOLEShares26.21K
TypeSH
Market value$6.6K
4.82%
Sole
26.21K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares62.04K
TypeSH
Market value$5.7K
4.16%
Sole
62.04K
Shared
0.00
None
0.00
LIBERTY BROADBAND C
SOLEShares12.77K
TypeSH
Market value$1.0K
0.76%
Sole
12.77K
Shared
0.00
None
0.00
LIBERTY SIRIUS A
SOLEShares7.47K
TypeSH
Market value$210.00
0.15%
Sole
7.47K
Shared
0.00
None
0.00
LIBERTY BROADBAND A
SOLEShares2.40K
TypeSH
Market value$197.00
0.14%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | STOCK | 91.69K | SH | $15.1K 11.02% | 91.69K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY BSOLE | STOCK | 46.49K | SH | $14.4K 10.47% | 46.49K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.82K | SH | $13.8K 10.08% | 10.82K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 53.11K | SH | $13.6K 9.90% | 53.11K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 402.63K | SH | $11.0K 8.03% | 402.63K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 32.60K | SH | $11.0K 7.99% | 32.60K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 63.91K | SH | $10.5K 7.69% | 63.91K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 29.29K | SH | $10.5K 7.64% | 29.29K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 128.31K | SH | $8.2K 6.01% | 128.31K | 0.00 | 0.00 |
LABCORPSOLE | STOCK | 34.66K | SH | $8.0K 5.80% | 34.66K | 0.00 | 0.00 |
LIBERTY SIRIUS CSOLE | STOCK | 262.37K | SH | $7.3K 5.35% | 262.37K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 26.21K | SH | $6.6K 4.82% | 26.21K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 62.04K | SH | $5.7K 4.16% | 62.04K | 0.00 | 0.00 |
LIBERTY BROADBAND CSOLE | STOCK | 12.77K | SH | $1.0K 0.76% | 12.77K | 0.00 | 0.00 |
LIBERTY SIRIUS ASOLE | STOCK | 7.47K | SH | $210.00 0.15% | 7.47K | 0.00 | 0.00 |
LIBERTY BROADBAND ASOLE | STOCK | 2.40K | SH | $197.00 0.14% | 2.40K | 0.00 | 0.00 |