Filed: 11/9/2023ACC: 0001085146-23-004230
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $153.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$153.9K
Total AUM (reported)
1.64M
Total Shares
Allocation by class
STOCK$153.9K100.0%
Portfolio Concentration
Top 3$47.3K30.7%
4–10$77.6K50.4%
11–25$29.0K18.8%
Top 3 weight
30.7%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Sole
Full voting authority
1.64M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
BERKSHIRE HATHAWAY B
SOLEShares45.49K
TypeSH
Market value$15.9K
10.36%
Sole
45.49K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.80K
TypeSH
Market value$15.9K
10.34%
Sole
10.80K
Shared
0.00
None
0.00
CIGNA
SOLEShares53.97K
TypeSH
Market value$15.4K
10.03%
Sole
53.97K
Shared
0.00
None
0.00
APPLE
SOLEShares79.44K
TypeSH
Market value$13.6K
8.84%
Sole
79.44K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares28.44K
TypeSH
Market value$12.5K
8.13%
Sole
28.44K
Shared
0.00
None
0.00
VONTIER
SOLEShares399.62K
TypeSH
Market value$12.4K
8.03%
Sole
399.62K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares31.67K
TypeSH
Market value$12.3K
8.02%
Sole
31.67K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares63.26K
TypeSH
Market value$9.4K
6.13%
Sole
63.26K
Shared
0.00
None
0.00
CARMAX
SOLEShares127.88K
TypeSH
Market value$9.0K
5.88%
Sole
127.88K
Shared
0.00
None
0.00
LIBERTY SIRIUS C
SOLEShares327.17K
TypeSH
Market value$8.3K
5.41%
Sole
327.17K
Shared
0.00
None
0.00
LABCORP
SOLEShares34.77K
TypeSH
Market value$7.0K
4.54%
Sole
34.77K
Shared
0.00
None
0.00
DANAHER
SOLEShares25.83K
TypeSH
Market value$6.4K
4.17%
Sole
25.83K
Shared
0.00
None
0.00
PHINIA
SOLEShares236.69K
TypeSH
Market value$6.3K
4.12%
Sole
236.69K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares62.42K
TypeSH
Market value$4.7K
3.06%
Sole
62.42K
Shared
0.00
None
0.00
LIBERTY LIVE C
SOLEShares60.88K
TypeSH
Market value$2.0K
1.27%
Sole
60.88K
Shared
0.00
None
0.00
LIBERTY BROADBAND C
SOLEShares15.44K
TypeSH
Market value$1.4K
0.92%
Sole
15.44K
Shared
0.00
None
0.00
FORTREA HOLDINGS
SOLEShares25.95K
TypeSH
Market value$742.00
0.48%
Sole
25.95K
Shared
0.00
None
0.00
LIBERTY BROADBAND A
SOLEShares2.40K
TypeSH
Market value$219.00
0.14%
Sole
2.40K
Shared
0.00
None
0.00
LIBERTY SIRIUS A
SOLEShares7.47K
TypeSH
Market value$190.00
0.12%
Sole
7.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY BSOLE | STOCK | 45.49K | SH | $15.9K 10.36% | 45.49K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.80K | SH | $15.9K 10.34% | 10.80K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 53.97K | SH | $15.4K 10.03% | 53.97K | 0.00 | 0.00 |
APPLESOLE | STOCK | 79.44K | SH | $13.6K 8.84% | 79.44K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 28.44K | SH | $12.5K 8.13% | 28.44K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 399.62K | SH | $12.4K 8.03% | 399.62K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 31.67K | SH | $12.3K 8.02% | 31.67K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 63.26K | SH | $9.4K 6.13% | 63.26K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 127.88K | SH | $9.0K 5.88% | 127.88K | 0.00 | 0.00 |
LIBERTY SIRIUS CSOLE | STOCK | 327.17K | SH | $8.3K 5.41% | 327.17K | 0.00 | 0.00 |
LABCORPSOLE | STOCK | 34.77K | SH | $7.0K 4.54% | 34.77K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 25.83K | SH | $6.4K 4.17% | 25.83K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 236.69K | SH | $6.3K 4.12% | 236.69K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 62.42K | SH | $4.7K 3.06% | 62.42K | 0.00 | 0.00 |
LIBERTY LIVE CSOLE | STOCK | 60.88K | SH | $2.0K 1.27% | 60.88K | 0.00 | 0.00 |
LIBERTY BROADBAND CSOLE | STOCK | 15.44K | SH | $1.4K 0.92% | 15.44K | 0.00 | 0.00 |
FORTREA HOLDINGSSOLE | STOCK | 25.95K | SH | $742.00 0.48% | 25.95K | 0.00 | 0.00 |
LIBERTY BROADBAND ASOLE | STOCK | 2.40K | SH | $219.00 0.14% | 2.40K | 0.00 | 0.00 |
LIBERTY SIRIUS ASOLE | STOCK | 7.47K | SH | $190.00 0.12% | 7.47K | 0.00 | 0.00 |