Filed: 5/3/2024ACC: 0001085146-24-002210
📋 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 $176.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$176.4K
Total AUM (reported)
1.63M
Total Shares
Allocation by class
STOCK$176.4K100.0%
Portfolio Concentration
Top 3$57.0K32.3%
4–10$84.3K47.8%
11–25$35.2K19.9%
Top 3 weight
32.3%
Top 10 weight
80.1%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Sole
Full voting authority
1.63M
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:
CIGNA
SOLEShares54.12K
TypeSH
Market value$19.7K
11.14%
Sole
54.12K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY B
SOLEShares45.50K
TypeSH
Market value$19.1K
10.85%
Sole
45.50K
Shared
0.00
None
0.00
VONTIER
SOLEShares400.46K
TypeSH
Market value$18.2K
10.30%
Sole
400.46K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.88K
TypeSH
Market value$16.6K
9.39%
Sole
10.88K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares26.69K
TypeSH
Market value$14.8K
8.41%
Sole
26.69K
Shared
0.00
None
0.00
CARMAX
SOLEShares129.98K
TypeSH
Market value$11.3K
6.42%
Sole
129.98K
Shared
0.00
None
0.00
APPLE
SOLEShares65.48K
TypeSH
Market value$11.2K
6.37%
Sole
65.48K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares47.55K
TypeSH
Market value$10.8K
6.14%
Sole
47.55K
Shared
0.00
None
0.00
LIBERTY SIRIUS A
SOLEShares341.52K
TypeSH
Market value$10.1K
5.75%
Sole
341.52K
Shared
0.00
None
0.00
PHINIA
SOLEShares243.52K
TypeSH
Market value$9.4K
5.31%
Sole
243.52K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares27.44K
TypeSH
Market value$8.0K
4.52%
Sole
27.44K
Shared
0.00
None
0.00
LABCORP
SOLEShares34.86K
TypeSH
Market value$7.6K
4.32%
Sole
34.86K
Shared
0.00
None
0.00
DANAHER
SOLEShares24.82K
TypeSH
Market value$6.2K
3.51%
Sole
24.82K
Shared
0.00
None
0.00
HENRY SCHEIN
SOLEShares77.69K
TypeSH
Market value$5.9K
3.33%
Sole
77.69K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares66.91K
TypeSH
Market value$5.4K
3.06%
Sole
66.91K
Shared
0.00
None
0.00
LIBERTY BROADBAND C
SOLEShares23.96K
TypeSH
Market value$1.4K
0.78%
Sole
23.96K
Shared
0.00
None
0.00
VERALTO
SOLEShares3.66K
TypeSH
Market value$324.00
0.18%
Sole
3.66K
Shared
0.00
None
0.00
FORTREA HOLDINGS
SOLEShares6.92K
TypeSH
Market value$278.00
0.16%
Sole
6.92K
Shared
0.00
None
0.00
LIBERTY BROADBAND A
SOLEShares2.40K
TypeSH
Market value$137.00
0.08%
Sole
2.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CIGNASOLE | STOCK | 54.12K | SH | $19.7K 11.14% | 54.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY BSOLE | STOCK | 45.50K | SH | $19.1K 10.85% | 45.50K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 400.46K | SH | $18.2K 10.30% | 400.46K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.88K | SH | $16.6K 9.39% | 10.88K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 26.69K | SH | $14.8K 8.41% | 26.69K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 129.98K | SH | $11.3K 6.42% | 129.98K | 0.00 | 0.00 |
APPLESOLE | STOCK | 65.48K | SH | $11.2K 6.37% | 65.48K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 47.55K | SH | $10.8K 6.14% | 47.55K | 0.00 | 0.00 |
LIBERTY SIRIUS ASOLE | STOCK | 341.52K | SH | $10.1K 5.75% | 341.52K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 243.52K | SH | $9.4K 5.31% | 243.52K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 27.44K | SH | $8.0K 4.52% | 27.44K | 0.00 | 0.00 |
LABCORPSOLE | STOCK | 34.86K | SH | $7.6K 4.32% | 34.86K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 24.82K | SH | $6.2K 3.51% | 24.82K | 0.00 | 0.00 |
HENRY SCHEINSOLE | STOCK | 77.69K | SH | $5.9K 3.33% | 77.69K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 66.91K | SH | $5.4K 3.06% | 66.91K | 0.00 | 0.00 |
LIBERTY BROADBAND CSOLE | STOCK | 23.96K | SH | $1.4K 0.78% | 23.96K | 0.00 | 0.00 |
VERALTOSOLE | STOCK | 3.66K | SH | $324.00 0.18% | 3.66K | 0.00 | 0.00 |
FORTREA HOLDINGSSOLE | STOCK | 6.92K | SH | $278.00 0.16% | 6.92K | 0.00 | 0.00 |
LIBERTY BROADBAND ASOLE | STOCK | 2.40K | SH | $137.00 0.08% | 2.40K | 0.00 | 0.00 |