BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 19, 2023

Total Value: $135M

Holdings (16)

Value $17.8M Shares 53,733 Est. Cost $165.10 Unrealized +81.0%

BRK/B BERKSHIRE HATHAWAY B 10.8%

Value $14.59M Shares 47,234 Est. Cost $210.04 Unrealized +41.4%

MKL MARKEL 10.5%

Value $14.14M Shares 10,731 Est. Cost $1102.54 Unrealized +12.2%

AAPL APPLE 9.0%

Value $12.09M Shares 93,048 Est. Cost $90.51 Unrealized +55.4%

CHTR CHARTER COMMUNICATIONS 7.4%

Value $9.95M Shares 29,342 Est. Cost $378.30 Unrealized -7.1%

PH PARKER HANNIFIN 7.1%

Value $9.623M Shares 33,070 Est. Cost $149.93 Unrealized +83.7%

AXP AMERICAN EXPRESS 7.1%

Value $9.561M Shares 64,709 Est. Cost $96.99 Unrealized +46.8%

— LIBERTY SIRIUS C 6.8%

Value $9.09M Shares 232,314 Est. Cost $37.05 Unrealized —

— LABCORP 6.1%

Value $8.205M Shares 34,844 Est. Cost $131.96 Unrealized —

Value $8.162M Shares 178,560 Est. Cost $30.70 Unrealized +14.1%

VNT VONTIER 5.8%

Value $7.773M Shares 402,108 Est. Cost $28.96 Unrealized -35.3%

DHR DANAHER 5.2%

Value $7.023M Shares 26,461 Est. Cost $87.89 Unrealized +159.6%

KMX CARMAX 3.8%

Value $5.137M Shares 84,358 Est. Cost $69.81 Unrealized -8.0%

LBRDK LIBERTY BROADBAND C 0.7%

Value $968K Shares 12,692 Est. Cost $75.49 Unrealized +0.9%

— LIBERTY SIRIUS A 0.2%

Value $294K Shares 7,469 Est. Cost $36.77 Unrealized —

LBRDA LIBERTY BROADBAND A 0.1%

Value $182K Shares 2,405 Est. Cost $75.26 Unrealized +1.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CI	CIGNA	53,733	$17.8M	13.2%	$165.10	+81.0%	—	125523100
BRK/B	BERKSHIRE HATHAWAY B	47,234	$14.59M	10.8%	$210.04	+41.4%	—	084670702
MKL	MARKEL	10,731	$14.14M	10.5%	$1102.54	+12.2%	—	570535104
AAPL	APPLE	93,048	$12.09M	9.0%	$90.51	+55.4%	—	037833100
CHTR	CHARTER COMMUNICATIONS	29,342	$9.95M	7.4%	$378.30	-7.1%	—	16119P108
PH	PARKER HANNIFIN	33,070	$9.623M	7.1%	$149.93	+83.7%	—	701094104
AXP	AMERICAN EXPRESS	64,709	$9.561M	7.1%	$96.99	+46.8%	—	025816109
—	LIBERTY SIRIUS C	232,314	$9.09M	6.8%	$37.05	—	—	531229607
—	LABCORP	34,844	$8.205M	6.1%	$131.96	—	—	50540R409
MO	ALTRIA	178,560	$8.162M	6.1%	$30.70	+14.1%	—	02209S103
VNT	VONTIER	402,108	$7.773M	5.8%	$28.96	-35.3%	—	928881101
DHR	DANAHER	26,461	$7.023M	5.2%	$87.89	+159.6%	—	235851102
KMX	CARMAX	84,358	$5.137M	3.8%	$69.81	-8.0%	—	143130102
LBRDK	LIBERTY BROADBAND C	12,692	$968K	0.7%	$75.49	+0.9%	—	530307305
—	LIBERTY SIRIUS A	7,469	$294K	0.2%	$36.77	—	—	531229409
LBRDA	LIBERTY BROADBAND A	2,405	$182K	0.1%	$75.26	+1.3%	—	530307107