BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 3, 2024

Total Value: $176M

Holdings (19)

Value $19.66M Shares 54,123 Est. Cost $166.56 Unrealized +90.8%

BRK/B BERKSHIRE HATHAWAY B 10.8%

Value $19.14M Shares 45,502 Est. Cost $210.04 Unrealized +87.3%

VNT VONTIER 10.3%

Value $18.16M Shares 400,463 Est. Cost $28.96 Unrealized +34.7%

MKL MARKEL 9.4%

Value $16.55M Shares 10,881 Est. Cost $1102.54 Unrealized +33.0%

PH PARKER HANNIFIN 8.4%

Value $14.83M Shares 26,688 Est. Cost $149.93 Unrealized +232.5%

KMX CARMAX 6.4%

Value $11.32M Shares 129,981 Est. Cost $68.81 Unrealized +9.9%

AAPL APPLE 6.4%

Value $11.23M Shares 65,477 Est. Cost $90.51 Unrealized +99.1%

AXP AMERICAN EXPRESS 6.1%

Value $10.83M Shares 47,550 Est. Cost $96.99 Unrealized +109.2%

— LIBERTY SIRIUS A 5.8%

Value $10.15M Shares 341,521 Est. Cost $28.78 Unrealized —

PHIN PHINIA 5.3%

Value $9.358M Shares 243,520 Est. Cost $26.05 Unrealized +19.9%

CHTR CHARTER COMMUNICATIONS 4.5%

Value $7.976M Shares 27,443 Est. Cost $378.30 Unrealized -15.0%

— LABCORP 4.3%

Value $7.615M Shares 34,856 Est. Cost $131.96 Unrealized —

DHR DANAHER 3.5%

Value $6.198M Shares 24,819 Est. Cost $87.89 Unrealized +174.7%

HSIC HENRY SCHEIN 3.3%

Value $5.867M Shares 77,692 Est. Cost $75.01 Unrealized 0.0%

HKHHF HEINEKEN HOLDINGS 3.1%

Value $5.4M Shares 66,906 Est. Cost $77.26 Unrealized -1.1%

LBRDK LIBERTY BROADBAND C 0.8%

Value $1.371M Shares 23,961 Est. Cost $75.12 Unrealized -17.6%

VLTO VERALTO 0.2%

Value $324K Shares 3,657 Est. Cost $73.75 Unrealized +11.5%

FTRE FORTREA HOLDINGS 0.2%

Value $278K Shares 6,917 Est. Cost $29.59 Unrealized +17.2%

LBRDA LIBERTY BROADBAND A 0.1%

Value $137K Shares 2,405 Est. Cost $75.26 Unrealized -17.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CI	CIGNA	54,123	$19.66M	11.1%	$166.56	+90.8%	—	125523100
BRK/B	BERKSHIRE HATHAWAY B	45,502	$19.14M	10.8%	$210.04	+87.3%	—	084670702
VNT	VONTIER	400,463	$18.16M	10.3%	$28.96	+34.7%	—	928881101
MKL	MARKEL	10,881	$16.55M	9.4%	$1102.54	+33.0%	—	570535104
PH	PARKER HANNIFIN	26,688	$14.83M	8.4%	$149.93	+232.5%	—	701094104
KMX	CARMAX	129,981	$11.32M	6.4%	$68.81	+9.9%	—	143130102
AAPL	APPLE	65,477	$11.23M	6.4%	$90.51	+99.1%	—	037833100
AXP	AMERICAN EXPRESS	47,550	$10.83M	6.1%	$96.99	+109.2%	—	025816109
—	LIBERTY SIRIUS A	341,521	$10.15M	5.8%	$28.78	—	—	531229789
PHIN	PHINIA	243,520	$9.358M	5.3%	$26.05	+19.9%	—	71880K101
CHTR	CHARTER COMMUNICATIONS	27,443	$7.976M	4.5%	$378.30	-15.0%	—	16119P108
—	LABCORP	34,856	$7.615M	4.3%	$131.96	—	—	50540R409
DHR	DANAHER	24,819	$6.198M	3.5%	$87.89	+174.7%	—	235851102
HSIC	HENRY SCHEIN	77,692	$5.867M	3.3%	$75.01	0.0%	—	806407102
HKHHF	HEINEKEN HOLDINGS	66,906	$5.4M	3.1%	$77.26	-1.1%	—	N39338194
LBRDK	LIBERTY BROADBAND C	23,961	$1.371M	0.8%	$75.12	-17.6%	—	530307305
VLTO	VERALTO	3,657	$324K	0.2%	$73.75	+11.5%	—	92338C103
FTRE	FORTREA HOLDINGS	6,917	$278K	0.2%	$29.59	+17.2%	—	34965K107
LBRDA	LIBERTY BROADBAND A	2,405	$137K	0.1%	$75.26	-17.9%	—	530307107