BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value: $137M

Holdings (16)

AAPL APPLE 11.0%

Value $15.12M Shares 91,692 Est. Cost $90.51 Unrealized +60.7%

BRK/B BERKSHIRE HATHAWAY B 10.5%

Value $14.36M Shares 46,494 Est. Cost $210.04 Unrealized +46.7%

MKL MARKEL 10.1%

Value $13.82M Shares 10,823 Est. Cost $1102.54 Unrealized +20.5%

Value $13.57M Shares 53,113 Est. Cost $165.10 Unrealized +67.3%

VNT VONTIER 8.0%

Value $11.01M Shares 402,626 Est. Cost $28.96 Unrealized -16.6%

PH PARKER HANNIFIN 8.0%

Value $10.96M Shares 32,597 Est. Cost $149.93 Unrealized +113.5%

AXP AMERICAN EXPRESS 7.7%

Value $10.54M Shares 63,912 Est. Cost $96.99 Unrealized +65.0%

CHTR CHARTER COMMUNICATIONS 7.6%

Value $10.47M Shares 29,289 Est. Cost $378.30 Unrealized -1.3%

KMX CARMAX 6.0%

Value $8.248M Shares 128,306 Est. Cost $68.82 Unrealized -2.8%

— LABCORP 5.8%

Value $7.951M Shares 34,658 Est. Cost $131.96 Unrealized —

— LIBERTY SIRIUS C 5.4%

Value $7.344M Shares 262,370 Est. Cost $36.01 Unrealized —

DHR DANAHER 4.8%

Value $6.606M Shares 26,211 Est. Cost $87.89 Unrealized +155.0%

HKHHF HEINEKEN HOLDINGS 4.2%

Value $5.708M Shares 62,040 Est. Cost $77.33 Unrealized 0.0%

LBRDK LIBERTY BROADBAND C 0.8%

Value $1.043M Shares 12,772 Est. Cost $75.49 Unrealized +7.1%

— LIBERTY SIRIUS A 0.2%

Value $210K Shares 7,469 Est. Cost $36.77 Unrealized —

LBRDA LIBERTY BROADBAND A 0.1%

Value $197K Shares 2,405 Est. Cost $75.26 Unrealized +7.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE	91,692	$15.12M	11.0%	$90.51	+60.7%	—	037833100
BRK/B	BERKSHIRE HATHAWAY B	46,494	$14.36M	10.5%	$210.04	+46.7%	—	084670702
MKL	MARKEL	10,823	$13.82M	10.1%	$1102.54	+20.5%	—	570535104
CI	CIGNA	53,113	$13.57M	9.9%	$165.10	+67.3%	—	125523100
VNT	VONTIER	402,626	$11.01M	8.0%	$28.96	-16.6%	—	928881101
PH	PARKER HANNIFIN	32,597	$10.96M	8.0%	$149.93	+113.5%	—	701094104
AXP	AMERICAN EXPRESS	63,912	$10.54M	7.7%	$96.99	+65.0%	—	025816109
CHTR	CHARTER COMMUNICATIONS	29,289	$10.47M	7.6%	$378.30	-1.3%	—	16119P108
KMX	CARMAX	128,306	$8.248M	6.0%	$68.82	-2.8%	—	143130102
—	LABCORP	34,658	$7.951M	5.8%	$131.96	—	—	50540R409
—	LIBERTY SIRIUS C	262,370	$7.344M	5.4%	$36.01	—	—	531229607
DHR	DANAHER	26,211	$6.606M	4.8%	$87.89	+155.0%	—	235851102
HKHHF	HEINEKEN HOLDINGS	62,040	$5.708M	4.2%	$77.33	0.0%	—	N39338194
LBRDK	LIBERTY BROADBAND C	12,772	$1.043M	0.8%	$75.49	+7.1%	—	530307305
—	LIBERTY SIRIUS A	7,469	$210K	0.2%	$36.77	—	—	531229409
LBRDA	LIBERTY BROADBAND A	2,405	$197K	0.1%	$75.26	+7.4%	—	530307107