Filed: 8/12/2024ACC: 0001085146-24-003716
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $165.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$165.52M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
STOCK$165.52M100.0%
Portfolio Concentration
Top 3$52.91M32.0%
4–10$77.64M46.9%
11–25$34.97M21.1%
Top 3 weight
32.0%
Top 10 weight
78.9%
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
BERKSHIRE HATHAWAY B
SOLEShares45.09K
TypeSH
Market value$18.34M
11.08%
Sole
45.09K
Shared
0.00
None
0.00
CIGNA
SOLEShares53.13K
TypeSH
Market value$17.56M
10.61%
Sole
53.13K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.79K
TypeSH
Market value$17.00M
10.27%
Sole
10.79K
Shared
0.00
None
0.00
VONTIER
SOLEShares393.86K
TypeSH
Market value$15.05M
9.09%
Sole
393.86K
Shared
0.00
None
0.00
APPLE
SOLEShares63.08K
TypeSH
Market value$13.29M
8.03%
Sole
63.08K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares24.14K
TypeSH
Market value$12.21M
7.38%
Sole
24.14K
Shared
0.00
None
0.00
CARMAX
SOLEShares131.69K
TypeSH
Market value$9.66M
5.84%
Sole
131.69K
Shared
0.00
None
0.00
PHINIA
SOLEShares244.05K
TypeSH
Market value$9.61M
5.80%
Sole
244.05K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares31.94K
TypeSH
Market value$9.55M
5.77%
Sole
31.94K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares35.80K
TypeSH
Market value$8.29M
5.01%
Sole
35.80K
Shared
0.00
None
0.00
HENRY SCHEIN
SOLEShares125.08K
TypeSH
Market value$8.02M
4.84%
Sole
125.08K
Shared
0.00
None
0.00
LABCORP HOLDINGS
SOLEShares37.78K
TypeSH
Market value$7.69M
4.65%
Sole
37.78K
Shared
0.00
None
0.00
LIBERTY SIRIUS A
SOLEShares344.12K
TypeSH
Market value$7.63M
4.61%
Sole
344.12K
Shared
0.00
None
0.00
DANAHER
SOLEShares23.57K
TypeSH
Market value$5.89M
3.56%
Sole
23.57K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares66.68K
TypeSH
Market value$5.26M
3.18%
Sole
66.68K
Shared
0.00
None
0.00
VERALTO
SOLEShares3.44K
TypeSH
Market value$328.9K
0.20%
Sole
3.44K
Shared
0.00
None
0.00
FORTREA HOLDINGS
SOLEShares6.92K
TypeSH
Market value$161.4K
0.10%
Sole
6.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY BSOLE | STOCK | 45.09K | SH | $18.34M 11.08% | 45.09K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 53.13K | SH | $17.56M 10.61% | 53.13K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.79K | SH | $17.00M 10.27% | 10.79K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 393.86K | SH | $15.05M 9.09% | 393.86K | 0.00 | 0.00 |
APPLESOLE | STOCK | 63.08K | SH | $13.29M 8.03% | 63.08K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 24.14K | SH | $12.21M 7.38% | 24.14K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 131.69K | SH | $9.66M 5.84% | 131.69K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 244.05K | SH | $9.61M 5.80% | 244.05K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 31.94K | SH | $9.55M 5.77% | 31.94K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 35.80K | SH | $8.29M 5.01% | 35.80K | 0.00 | 0.00 |
HENRY SCHEINSOLE | STOCK | 125.08K | SH | $8.02M 4.84% | 125.08K | 0.00 | 0.00 |
LABCORP HOLDINGSSOLE | STOCK | 37.78K | SH | $7.69M 4.65% | 37.78K | 0.00 | 0.00 |
LIBERTY SIRIUS ASOLE | STOCK | 344.12K | SH | $7.63M 4.61% | 344.12K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 23.57K | SH | $5.89M 3.56% | 23.57K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 66.68K | SH | $5.26M 3.18% | 66.68K | 0.00 | 0.00 |
VERALTOSOLE | STOCK | 3.44K | SH | $328.9K 0.20% | 3.44K | 0.00 | 0.00 |
FORTREA HOLDINGSSOLE | STOCK | 6.92K | SH | $161.4K 0.10% | 6.92K | 0.00 | 0.00 |