Filed: 8/3/2023ACC: 0001085146-23-003054
📋 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 $151.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$151.2K
Total AUM (reported)
1.27M
Total Shares
Allocation by class
STOCK$151.2K100.0%
Portfolio Concentration
Top 3$48.0K31.8%
4–10$81.5K53.9%
11–25$21.7K14.4%
Top 3 weight
31.8%
Top 10 weight
85.6%
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
SOLEShares88.17K
TypeSH
Market value$17.1K
11.31%
Sole
88.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY B
SOLEShares46.14K
TypeSH
Market value$15.7K
10.41%
Sole
46.14K
Shared
0.00
None
0.00
CIGNA
SOLEShares54.06K
TypeSH
Market value$15.2K
10.03%
Sole
54.06K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.83K
TypeSH
Market value$15.0K
9.91%
Sole
10.83K
Shared
0.00
None
0.00
VONTIER
SOLEShares403.39K
TypeSH
Market value$13.0K
8.59%
Sole
403.39K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares32.20K
TypeSH
Market value$12.6K
8.31%
Sole
32.20K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares63.59K
TypeSH
Market value$11.1K
7.33%
Sole
63.59K
Shared
0.00
None
0.00
CARMAX
SOLEShares128.31K
TypeSH
Market value$10.7K
7.10%
Sole
128.31K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares28.50K
TypeSH
Market value$10.5K
6.92%
Sole
28.50K
Shared
0.00
None
0.00
LIBERTY SIRIUS C
SOLEShares263.64K
TypeSH
Market value$8.6K
5.71%
Sole
263.64K
Shared
0.00
None
0.00
LABCORP
SOLEShares34.72K
TypeSH
Market value$8.4K
5.54%
Sole
34.72K
Shared
0.00
None
0.00
DANAHER
SOLEShares26.21K
TypeSH
Market value$6.3K
4.16%
Sole
26.21K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares61.87K
TypeSH
Market value$5.4K
3.56%
Sole
61.87K
Shared
0.00
None
0.00
LIBERTY BROADBAND C
SOLEShares15.44K
TypeSH
Market value$1.2K
0.82%
Sole
15.44K
Shared
0.00
None
0.00
LIBERTY SIRIUS A
SOLEShares7.47K
TypeSH
Market value$245.00
0.16%
Sole
7.47K
Shared
0.00
None
0.00
LIBERTY BROADBAND A
SOLEShares2.40K
TypeSH
Market value$192.00
0.13%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | STOCK | 88.17K | SH | $17.1K 11.31% | 88.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY BSOLE | STOCK | 46.14K | SH | $15.7K 10.41% | 46.14K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 54.06K | SH | $15.2K 10.03% | 54.06K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.83K | SH | $15.0K 9.91% | 10.83K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 403.39K | SH | $13.0K 8.59% | 403.39K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 32.20K | SH | $12.6K 8.31% | 32.20K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 63.59K | SH | $11.1K 7.33% | 63.59K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 128.31K | SH | $10.7K 7.10% | 128.31K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 28.50K | SH | $10.5K 6.92% | 28.50K | 0.00 | 0.00 |
LIBERTY SIRIUS CSOLE | STOCK | 263.64K | SH | $8.6K 5.71% | 263.64K | 0.00 | 0.00 |
LABCORPSOLE | STOCK | 34.72K | SH | $8.4K 5.54% | 34.72K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 26.21K | SH | $6.3K 4.16% | 26.21K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 61.87K | SH | $5.4K 3.56% | 61.87K | 0.00 | 0.00 |
LIBERTY BROADBAND CSOLE | STOCK | 15.44K | SH | $1.2K 0.82% | 15.44K | 0.00 | 0.00 |
LIBERTY SIRIUS ASOLE | STOCK | 7.47K | SH | $245.00 0.16% | 7.47K | 0.00 | 0.00 |
LIBERTY BROADBAND ASOLE | STOCK | 2.40K | SH | $192.00 0.13% | 2.40K | 0.00 | 0.00 |