BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value: $172M (100.0% shares, 0.0% debt)

Holdings (19)

AAPL APPLE INC 10.5%

Value $18.07M Shares 103,519 Est. Cost $90.51 Unrealized +82.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 9.6%

Value $16.44M Shares 46,586 Est. Cost $209.00 Unrealized +54.8%

MKL MARKEL CORP 9.2%

Value $15.74M Shares 10,668 Est. Cost $1102.54 Unrealized +17.2%

CHTR CHARTER COMMUNICATIONS INC N 7.7%

Value $13.16M Shares 24,129 Est. Cost $354.16 Unrealized +65.8%

CI CIGNA CORP NEW 7.6%

Value $13M Shares 54,265 Est. Cost $165.10 Unrealized +32.2%

— ALLEGHANY CORP MD 7.3%

Value $12.51M Shares 14,774 Est. Cost $591.86 Unrealized —

AXP AMERICAN EXPRESS CO 7.1%

Value $12.14M Shares 64,930 Est. Cost $96.99 Unrealized +77.1%

— LIBERTY MEDIA CORP DEL 5.8%

Value $9.945M Shares 217,474 Est. Cost $37.12 Unrealized —

MO ALTRIA GROUP INC 5.5%

Value $9.448M Shares 180,829 Est. Cost $30.70 Unrealized +21.0%

PH PARKER-HANNIFIN CORP 5.5%

Value $9.428M Shares 33,226 Est. Cost $149.93 Unrealized +90.9%

VNT VONTIER CORPORATION 5.1%

Value $8.674M Shares 341,621 Est. Cost $30.21 Unrealized -12.5%

— LABORATORY CORP AMER HLDGS 5.0%

Value $8.527M Shares 32,340 Est. Cost $126.35 Unrealized —

DHR DANAHER CORPORATION 4.6%

Value $7.841M Shares 26,732 Est. Cost $87.89 Unrealized +179.6%

OPTU ALTICE USA INC 4.0%

Value $6.882M Shares 551,451 Est. Cost $16.32 Unrealized -18.1%

KMX CARMAX INC 4.0%

Value $6.848M Shares 70,974 Est. Cost $65.78 Unrealized +63.5%

TFC TRUIST FINL CORP 0.7%

Value $1.157M Shares 20,403 Est. Cost $35.97 Unrealized +40.8%

LBRDK LIBERTY BROADBAND CORP 0.6%

Value $1.037M Shares 7,662 Est. Cost $75.05 Unrealized +81.6%

— LIBERTY MEDIA CORP DEL 0.2%

Value $352K Shares 7,706 Est. Cost $36.77 Unrealized —

LBRDA LIBERTY BROADBAND CORP 0.2%

Value $315K Shares 2,405 Est. Cost $75.26 Unrealized +77.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	103,519	$18.07M	10.5%	$90.51	+82.1%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	46,586	$16.44M	9.6%	$209.00	+54.8%	CL B NEW	084670702
MKL	MARKEL CORP	10,668	$15.74M	9.2%	$1102.54	+17.2%	COM	570535104
CHTR	CHARTER COMMUNICATIONS INC N	24,129	$13.16M	7.7%	$354.16	+65.8%	CL A	16119P108
CI	CIGNA CORP NEW	54,265	$13M	7.6%	$165.10	+32.2%	COM	125523100
—	ALLEGHANY CORP MD	14,774	$12.51M	7.3%	$591.86	—	COM	017175100
AXP	AMERICAN EXPRESS CO	64,930	$12.14M	7.1%	$96.99	+77.1%	COM	025816109
—	LIBERTY MEDIA CORP DEL	217,474	$9.945M	5.8%	$37.12	—	COM C SIRIUSXM	531229607
MO	ALTRIA GROUP INC	180,829	$9.448M	5.5%	$30.70	+21.0%	COM	02209S103
PH	PARKER-HANNIFIN CORP	33,226	$9.428M	5.5%	$149.93	+90.9%	COM	701094104
VNT	VONTIER CORPORATION	341,621	$8.674M	5.1%	$30.21	-12.5%	COM	928881101
—	LABORATORY CORP AMER HLDGS	32,340	$8.527M	5.0%	$126.35	—	COM NEW	50540R409
DHR	DANAHER CORPORATION	26,732	$7.841M	4.6%	$87.89	+179.6%	COM	235851102
OPTU	ALTICE USA INC	551,451	$6.882M	4.0%	$16.32	-18.1%	CL A	02156K103
KMX	CARMAX INC	70,974	$6.848M	4.0%	$65.78	+63.5%	COM	143130102
TFC	TRUIST FINL CORP	20,403	$1.157M	0.7%	$35.97	+40.8%	COM	89832Q109
LBRDK	LIBERTY BROADBAND CORP	7,662	$1.037M	0.6%	$75.05	+81.6%	COM SER C	530307305
—	LIBERTY MEDIA CORP DEL	7,706	$352K	0.2%	$36.77	—	COM A SIRIUSXM	531229409
LBRDA	LIBERTY BROADBAND CORP	2,405	$315K	0.2%	$75.26	+77.5%	COM SER A	530307107