BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value: $151M

Holdings (16)

AAPL APPLE 11.3%

Value $17.1M Shares 88,170 Est. Cost $90.51 Unrealized +90.1%

BRK/B BERKSHIRE HATHAWAY B 10.4%

Value $15.73M Shares 46,142 Est. Cost $210.04 Unrealized +55.4%

Value $15.17M Shares 54,065 Est. Cost $166.56 Unrealized +48.9%

MKL MARKEL 9.9%

Value $14.98M Shares 10,831 Est. Cost $1102.54 Unrealized +21.6%

VNT VONTIER 8.6%

Value $12.99M Shares 403,391 Est. Cost $28.96 Unrealized -0.5%

PH PARKER HANNIFIN 8.3%

Value $12.56M Shares 32,205 Est. Cost $149.93 Unrealized +119.1%

AXP AMERICAN EXPRESS 7.3%

Value $11.08M Shares 63,593 Est. Cost $96.99 Unrealized +61.0%

KMX CARMAX 7.1%

Value $10.74M Shares 128,306 Est. Cost $68.82 Unrealized +6.4%

CHTR CHARTER COMMUNICATIONS 6.9%

Value $10.47M Shares 28,497 Est. Cost $378.30 Unrealized -9.8%

— LIBERTY SIRIUS C 5.7%

Value $8.629M Shares 263,641 Est. Cost $36.01 Unrealized —

— LABCORP 5.5%

Value $8.38M Shares 34,723 Est. Cost $131.96 Unrealized —

DHR DANAHER 4.2%

Value $6.291M Shares 26,211 Est. Cost $87.89 Unrealized +137.5%

HKHHF HEINEKEN HOLDINGS 3.6%

Value $5.383M Shares 61,870 Est. Cost $77.33 Unrealized +9.9%

LBRDK LIBERTY BROADBAND C 0.8%

Value $1.237M Shares 15,443 Est. Cost $74.95 Unrealized -3.4%

— LIBERTY SIRIUS A 0.2%

Value $245K Shares 7,469 Est. Cost $36.77 Unrealized —

LBRDA LIBERTY BROADBAND A 0.1%

Value $192K Shares 2,405 Est. Cost $75.26 Unrealized -4.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE	88,170	$17.1M	11.3%	$90.51	+90.1%	—	037833100
BRK/B	BERKSHIRE HATHAWAY B	46,142	$15.73M	10.4%	$210.04	+55.4%	—	084670702
CI	CIGNA	54,065	$15.17M	10.0%	$166.56	+48.9%	—	125523100
MKL	MARKEL	10,831	$14.98M	9.9%	$1102.54	+21.6%	—	570535104
VNT	VONTIER	403,391	$12.99M	8.6%	$28.96	-0.5%	—	928881101
PH	PARKER HANNIFIN	32,205	$12.56M	8.3%	$149.93	+119.1%	—	701094104
AXP	AMERICAN EXPRESS	63,593	$11.08M	7.3%	$96.99	+61.0%	—	025816109
KMX	CARMAX	128,306	$10.74M	7.1%	$68.82	+6.4%	—	143130102
CHTR	CHARTER COMMUNICATIONS	28,497	$10.47M	6.9%	$378.30	-9.8%	—	16119P108
—	LIBERTY SIRIUS C	263,641	$8.629M	5.7%	$36.01	—	—	531229607
—	LABCORP	34,723	$8.38M	5.5%	$131.96	—	—	50540R409
DHR	DANAHER	26,211	$6.291M	4.2%	$87.89	+137.5%	—	235851102
HKHHF	HEINEKEN HOLDINGS	61,870	$5.383M	3.6%	$77.33	+9.9%	—	N39338194
LBRDK	LIBERTY BROADBAND C	15,443	$1.237M	0.8%	$74.95	-3.4%	—	530307305
—	LIBERTY SIRIUS A	7,469	$245K	0.2%	$36.77	—	—	531229409
LBRDA	LIBERTY BROADBAND A	2,405	$192K	0.1%	$75.26	-4.0%	—	530307107