Filed: 11/7/2024ACC: 0001085146-24-005428
📋 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 $172.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$172.60M
Total AUM (reported)
1.57M
Total Shares
Allocation by class
STOCK$172.60M100.0%
Portfolio Concentration
Top 3$55.83M32.3%
4–10$80.18M46.5%
11–25$36.59M21.2%
Top 3 weight
32.3%
Top 10 weight
78.8%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Sole
Full voting authority
1.57M
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:
BERKSHIRE HATHAWAY B
SOLEShares44.70K
TypeSH
Market value$20.58M
11.92%
Sole
44.70K
Shared
0.00
None
0.00
CIGNA
SOLEShares53.23K
TypeSH
Market value$18.44M
10.68%
Sole
53.23K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.72K
TypeSH
Market value$16.82M
9.74%
Sole
10.72K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares23.67K
TypeSH
Market value$14.95M
8.66%
Sole
23.67K
Shared
0.00
None
0.00
VONTIER
SOLEShares403.19K
TypeSH
Market value$13.60M
7.88%
Sole
403.19K
Shared
0.00
None
0.00
PHINIA
SOLEShares241.80K
TypeSH
Market value$11.13M
6.45%
Sole
241.80K
Shared
0.00
None
0.00
APPLE
SOLEShares44.89K
TypeSH
Market value$10.46M
6.06%
Sole
44.89K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares32.24K
TypeSH
Market value$10.45M
6.05%
Sole
32.24K
Shared
0.00
None
0.00
CARMAX
SOLEShares130.59K
TypeSH
Market value$10.11M
5.85%
Sole
130.59K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares34.96K
TypeSH
Market value$9.48M
5.49%
Sole
34.96K
Shared
0.00
None
0.00
HENRY SCHEIN
SOLEShares127.43K
TypeSH
Market value$9.29M
5.38%
Sole
127.43K
Shared
0.00
None
0.00
LABCORP HOLDINGS
SOLEShares38.10K
TypeSH
Market value$8.51M
4.93%
Sole
38.10K
Shared
0.00
None
0.00
SIRIUSXM
SOLEShares292.77K
TypeSH
Market value$6.92M
4.01%
Sole
292.77K
Shared
0.00
None
0.00
DANAHER
SOLEShares23.53K
TypeSH
Market value$6.54M
3.79%
Sole
23.53K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares65.47K
TypeSH
Market value$4.94M
2.86%
Sole
65.47K
Shared
0.00
None
0.00
VERALTO
SOLEShares3.34K
TypeSH
Market value$373.7K
0.22%
Sole
3.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY BSOLE | STOCK | 44.70K | SH | $20.58M 11.92% | 44.70K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 53.23K | SH | $18.44M 10.68% | 53.23K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.72K | SH | $16.82M 9.74% | 10.72K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 23.67K | SH | $14.95M 8.66% | 23.67K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 403.19K | SH | $13.60M 7.88% | 403.19K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 241.80K | SH | $11.13M 6.45% | 241.80K | 0.00 | 0.00 |
APPLESOLE | STOCK | 44.89K | SH | $10.46M 6.06% | 44.89K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 32.24K | SH | $10.45M 6.05% | 32.24K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 130.59K | SH | $10.11M 5.85% | 130.59K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 34.96K | SH | $9.48M 5.49% | 34.96K | 0.00 | 0.00 |
HENRY SCHEINSOLE | STOCK | 127.43K | SH | $9.29M 5.38% | 127.43K | 0.00 | 0.00 |
LABCORP HOLDINGSSOLE | STOCK | 38.10K | SH | $8.51M 4.93% | 38.10K | 0.00 | 0.00 |
SIRIUSXMSOLE | STOCK | 292.77K | SH | $6.92M 4.01% | 292.77K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 23.53K | SH | $6.54M 3.79% | 23.53K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 65.47K | SH | $4.94M 2.86% | 65.47K | 0.00 | 0.00 |
VERALTOSOLE | STOCK | 3.34K | SH | $373.7K 0.22% | 3.34K | 0.00 | 0.00 |