BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 1, 2021

Total Value: $157M (100.0% shares, 0.0% debt)

Holdings (19)

AAPL APPLE 10.5%

Value $16.43M Shares 116,101 Est. Cost $90.51 Unrealized +59.0%

CHTR CHARTER COMMUNICATIONS 9.8%

Value $15.43M Shares 21,210 Est. Cost $314.28 Unrealized +141.4%

BRK/B BERKSHIRE HATHAWAY B 8.3%

Value $13.01M Shares 47,682 Est. Cost $209.00 Unrealized +34.4%

MKL MARKEL 8.1%

Value $12.72M Shares 10,647 Est. Cost $1102.54 Unrealized +11.8%

AXP AMERICAN EXPRESS 7.1%

Value $11.1M Shares 66,258 Est. Cost $96.99 Unrealized +63.2%

Value $10.61M Shares 52,987 Est. Cost $164.28 Unrealized +22.2%

— LIBERTY SIRIUS C 6.5%

Value $10.16M Shares 214,077 Est. Cost $36.86 Unrealized —

KMX CARMAX 6.3%

Value $9.888M Shares 77,274 Est. Cost $65.78 Unrealized +102.3%

PH PARKER HANNIFIN 5.9%

Value $9.333M Shares 33,378 Est. Cost $149.93 Unrealized +87.1%

— LABCORP 5.8%

Value $9.11M Shares 32,369 Est. Cost $126.35 Unrealized —

— ALLEGHANY 5.7%

Value $9.031M Shares 14,463 Est. Cost $589.79 Unrealized —

DHR DANAHER 5.6%

Value $8.82M Shares 28,972 Est. Cost $87.89 Unrealized +203.5%

Value $8.558M Shares 188,012 Est. Cost $30.60 Unrealized +11.1%

VNT VONTIER 4.7%

Value $7.38M Shares 219,644 Est. Cost $31.58 Unrealized +7.5%

TFC TRUIST FINANCIAL 1.3%

Value $2.014M Shares 34,342 Est. Cost $35.97 Unrealized +25.4%

BAC BANK OF AMERICA 0.9%

Value $1.397M Shares 32,913 Est. Cost $23.66 Unrealized +52.5%

LBRDK LIBERTY BROADBAND C 0.8%

Value $1.325M Shares 7,672 Est. Cost $75.05 Unrealized +124.7%

LBRDA LIBERTY BROADBAND A 0.3%

Value $405K Shares 2,405 Est. Cost $75.26 Unrealized +117.5%

— LIBERTY SIRIUS A 0.2%

Value $381K Shares 8,069 Est. Cost $36.77 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE	116,101	$16.43M	10.5%	$90.51	+59.0%	STOCK	037833100
CHTR	CHARTER COMMUNICATIONS	21,210	$15.43M	9.8%	$314.28	+141.4%	STOCK	16119P108
BRK/B	BERKSHIRE HATHAWAY B	47,682	$13.01M	8.3%	$209.00	+34.4%	STOCK	084670702
MKL	MARKEL	10,647	$12.72M	8.1%	$1102.54	+11.8%	STOCK	570535104
AXP	AMERICAN EXPRESS	66,258	$11.1M	7.1%	$96.99	+63.2%	STOCK	025816109
CI	CIGNA	52,987	$10.61M	6.8%	$164.28	+22.2%	STOCK	125523100
—	LIBERTY SIRIUS C	214,077	$10.16M	6.5%	$36.86	—	STOCK	531229607
KMX	CARMAX	77,274	$9.888M	6.3%	$65.78	+102.3%	STOCK	143130102
PH	PARKER HANNIFIN	33,378	$9.333M	5.9%	$149.93	+87.1%	STOCK	701094104
—	LABCORP	32,369	$9.11M	5.8%	$126.35	—	STOCK	50540R409
—	ALLEGHANY	14,463	$9.031M	5.7%	$589.79	—	STOCK	017175100
DHR	DANAHER	28,972	$8.82M	5.6%	$87.89	+203.5%	STOCK	235851102
MO	ALTRIA	188,012	$8.558M	5.4%	$30.60	+11.1%	STOCK	02209S103
VNT	VONTIER	219,644	$7.38M	4.7%	$31.58	+7.5%	STOCK	928881101
TFC	TRUIST FINANCIAL	34,342	$2.014M	1.3%	$35.97	+25.4%	STOCK	89832Q109
BAC	BANK OF AMERICA	32,913	$1.397M	0.9%	$23.66	+52.5%	STOCK	060505104
LBRDK	LIBERTY BROADBAND C	7,672	$1.325M	0.8%	$75.05	+124.7%	STOCK	530307305
LBRDA	LIBERTY BROADBAND A	2,405	$405K	0.3%	$75.26	+117.5%	STOCK	530307107
—	LIBERTY SIRIUS A	8,069	$381K	0.2%	$36.77	—	STOCK	531229409