BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value: $120M (100.0% shares, 0.0% debt)

Holdings (18)

AAPL APPLE 15.5%

Value $18.56M Shares 160,238 Est. Cost $90.51 Unrealized +17.1%

CHTR CHARTER COMMUNICATIONS 11.1%

Value $13.36M Shares 21,396 Est. Cost $314.28 Unrealized +87.7%

BRK/B BERKSHIRE HATHAWAY B 8.5%

Value $10.21M Shares 47,938 Est. Cost $209.00 Unrealized -2.1%

Value $8.861M Shares 52,308 Est. Cost $162.59 Unrealized -1.0%

MKL MARKEL 7.0%

Value $8.384M Shares 8,610 Est. Cost $1100.98 Unrealized -7.7%

KMX CARMAX 6.5%

Value $7.809M Shares 84,962 Est. Cost $65.78 Unrealized +51.9%

— LIBERTY SIRIUS C 5.9%

Value $7.064M Shares 213,545 Est. Cost $36.70 Unrealized —

PH PARKER HANNIFIN 5.8%

Value $6.899M Shares 34,095 Est. Cost $149.93 Unrealized +21.9%

AXP AMERICAN EXPRESS 5.6%

Value $6.759M Shares 67,424 Est. Cost $96.99 Unrealized -5.3%

— ALLEGHANY 5.6%

Value $6.663M Shares 12,803 Est. Cost $585.01 Unrealized —

DHR DANAHER 5.5%

Value $6.548M Shares 30,411 Est. Cost $87.89 Unrealized +97.6%

— LABCORP 5.2%

Value $6.24M Shares 33,146 Est. Cost $126.35 Unrealized —

— DISCOVERY COMMUNICATIONS C 4.6%

Value $5.491M Shares 280,160 Est. Cost $17.54 Unrealized —

WFC WELLS FARGO 2.8%

Value $3.41M Shares 145,051 Est. Cost $41.72 Unrealized -47.7%

TFC TRUIST FINANCIAL 1.6%

Value $1.932M Shares 50,779 Est. Cost $35.97 Unrealized -18.3%

LBRDK LIBERTY BROADBAND C 0.9%

Value $1.125M Shares 7,872 Est. Cost $75.05 Unrealized +71.4%

LBRDA LIBERTY BROADBAND A 0.3%

Value $359K Shares 2,533 Est. Cost $75.26 Unrealized +68.7%

— LIBERTY SIRIUS A 0.2%

Value $278K Shares 8,369 Est. Cost $36.77 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE	160,238	$18.56M	15.5%	$90.51	+17.1%	STOCK	037833100
CHTR	CHARTER COMMUNICATIONS	21,396	$13.36M	11.1%	$314.28	+87.7%	STOCK	16119P108
BRK/B	BERKSHIRE HATHAWAY B	47,938	$10.21M	8.5%	$209.00	-2.1%	STOCK	084670702
CI	CIGNA	52,308	$8.861M	7.4%	$162.59	-1.0%	STOCK	125523100
MKL	MARKEL	8,610	$8.384M	7.0%	$1100.98	-7.7%	STOCK	570535104
KMX	CARMAX	84,962	$7.809M	6.5%	$65.78	+51.9%	STOCK	143130102
—	LIBERTY SIRIUS C	213,545	$7.064M	5.9%	$36.70	—	STOCK	531229607
PH	PARKER HANNIFIN	34,095	$6.899M	5.8%	$149.93	+21.9%	STOCK	701094104
AXP	AMERICAN EXPRESS	67,424	$6.759M	5.6%	$96.99	-5.3%	STOCK	025816109
—	ALLEGHANY	12,803	$6.663M	5.6%	$585.01	—	STOCK	017175100
DHR	DANAHER	30,411	$6.548M	5.5%	$87.89	+97.6%	STOCK	235851102
—	LABCORP	33,146	$6.24M	5.2%	$126.35	—	STOCK	50540R409
—	DISCOVERY COMMUNICATIONS C	280,160	$5.491M	4.6%	$17.54	—	STOCK	25470F302
WFC	WELLS FARGO	145,051	$3.41M	2.8%	$41.72	-47.7%	STOCK	949746101
TFC	TRUIST FINANCIAL	50,779	$1.932M	1.6%	$35.97	-18.3%	STOCK	89832Q109
LBRDK	LIBERTY BROADBAND C	7,872	$1.125M	0.9%	$75.05	+71.4%	STOCK	530307305
LBRDA	LIBERTY BROADBAND A	2,533	$359K	0.3%	$75.26	+68.7%	STOCK	530307107
—	LIBERTY SIRIUS A	8,369	$278K	0.2%	$36.77	—	STOCK	531229409