BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 7, 2024

Total Value: $173M (100.0% shares, 0.0% debt)

Holdings (16)

BRK/B BERKSHIRE HATHAWAY B 11.9%

Value $20.58M Shares 44,703 Est. Cost $210.04 Unrealized +110.5%

Value $18.44M Shares 53,225 Est. Cost $166.56 Unrealized +101.1%

MKL MARKEL 9.7%

Value $16.82M Shares 10,721 Est. Cost $1102.54 Unrealized +42.0%

PH PARKER HANNIFIN 8.7%

Value $14.95M Shares 23,668 Est. Cost $149.93 Unrealized +273.7%

VNT VONTIER 7.9%

Value $13.6M Shares 403,190 Est. Cost $29.11 Unrealized +22.1%

PHIN PHINIA 6.4%

Value $11.13M Shares 241,796 Est. Cost $26.05 Unrealized +67.8%

AAPL APPLE 6.1%

Value $10.46M Shares 44,886 Est. Cost $90.51 Unrealized +145.2%

CHTR CHARTER COMMUNICATIONS 6.1%

Value $10.45M Shares 32,242 Est. Cost $363.46 Unrealized -7.5%

KMX CARMAX 5.9%

Value $10.11M Shares 130,591 Est. Cost $68.85 Unrealized +14.9%

AXP AMERICAN EXPRESS 5.5%

Value $9.481M Shares 34,958 Est. Cost $96.99 Unrealized +152.7%

HSIC HENRY SCHEIN 5.4%

Value $9.29M Shares 127,434 Est. Cost $73.19 Unrealized -5.3%

LH LABCORP HOLDINGS 4.9%

Value $8.514M Shares 38,099 Est. Cost $199.50 Unrealized +8.4%

SIRI SIRIUSXM 4.0%

Value $6.924M Shares 292,768 Est. Cost $31.06 Unrealized 0.0%

DHR DANAHER 3.8%

Value $6.542M Shares 23,532 Est. Cost $87.89 Unrealized +198.6%

HKHHF HEINEKEN HOLDINGS 2.9%

Value $4.943M Shares 65,475 Est. Cost $77.26 Unrealized -5.4%

VLTO VERALTO 0.2%

Value $374K Shares 3,341 Est. Cost $73.75 Unrealized +42.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY B	44,703	$20.58M	11.9%	$210.04	+110.5%	STOCK	084670702
CI	CIGNA	53,225	$18.44M	10.7%	$166.56	+101.1%	STOCK	125523100
MKL	MARKEL	10,721	$16.82M	9.7%	$1102.54	+42.0%	STOCK	570535104
PH	PARKER HANNIFIN	23,668	$14.95M	8.7%	$149.93	+273.7%	STOCK	701094104
VNT	VONTIER	403,190	$13.6M	7.9%	$29.11	+22.1%	STOCK	928881101
PHIN	PHINIA	241,796	$11.13M	6.4%	$26.05	+67.8%	STOCK	71880K101
AAPL	APPLE	44,886	$10.46M	6.1%	$90.51	+145.2%	STOCK	037833100
CHTR	CHARTER COMMUNICATIONS	32,242	$10.45M	6.1%	$363.46	-7.5%	STOCK	16119P108
KMX	CARMAX	130,591	$10.11M	5.9%	$68.85	+14.9%	STOCK	143130102
AXP	AMERICAN EXPRESS	34,958	$9.481M	5.5%	$96.99	+152.7%	STOCK	025816109
HSIC	HENRY SCHEIN	127,434	$9.29M	5.4%	$73.19	-5.3%	STOCK	806407102
LH	LABCORP HOLDINGS	38,099	$8.514M	4.9%	$199.50	+8.4%	STOCK	504922105
SIRI	SIRIUSXM	292,768	$6.924M	4.0%	$31.06	0.0%	STOCK	829933100
DHR	DANAHER	23,532	$6.542M	3.8%	$87.89	+198.6%	STOCK	235851102
HKHHF	HEINEKEN HOLDINGS	65,475	$4.943M	2.9%	$77.26	-5.4%	STOCK	N39338194
VLTO	VERALTO	3,341	$374K	0.2%	$73.75	+42.4%	STOCK	92338C103