BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

CIK: 0000846600 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $166,704 (100.0% shares, 0.0% debt)

Holdings (16)

BRK/B BERKSHIRE HATHAWAY B 11.9%

Value ($000) $19,802 Shares 43,687 Est. Cost $210.04 Unrealized +119.8%

MKL MARKEL 11.1%

Value ($000) $18,457 Shares 10,692 Est. Cost $1102.54 Unrealized +50.5%

CI CIGNA 8.9%

Value ($000) $14,826 Shares 53,690 Est. Cost $166.56 Unrealized +87.0%

VNT VONTIER 8.8%

Value ($000) $14,704 Shares 403,190 Est. Cost $29.11 Unrealized +26.7%

PH PARKER HANNIFIN 8.4%

Value ($000) $14,058 Shares 22,102 Est. Cost $149.93 Unrealized +337.0%

PHIN PHINIA 6.9%

Value ($000) $11,481 Shares 238,351 Est. Cost $26.05 Unrealized +85.1%

CHTR CHARTER COMMUNICATIONS 6.6%

Value ($000) $11,052 Shares 32,242 Est. Cost $363.46 Unrealized -0.5%

AAPL APPLE 6.6%

Value ($000) $10,977 Shares 43,833 Est. Cost $90.51 Unrealized +159.1%

KMX CARMAX 6.4%

Value ($000) $10,681 Shares 130,639 Est. Cost $68.85 Unrealized +14.1%

AXP AMERICAN EXPRESS 5.9%

Value ($000) $9,845 Shares 33,170 Est. Cost $96.99 Unrealized +192.4%

LH LABCORP HOLDINGS 5.2%

Value ($000) $8,736 Shares 38,094 Est. Cost $199.50 Unrealized +13.5%

HSIC HENRY SCHEIN 4.3%

Value ($000) $7,108 Shares 102,722 Est. Cost $73.19 Unrealized -1.9%

DHR DANAHER 3.2%

Value ($000) $5,340 Shares 23,263 Est. Cost $87.89 Unrealized +177.6%

DG DOLLAR GENERAL 3.1%

Value ($000) $5,164 Shares 68,105 Est. Cost $76.78 Unrealized 0.0%

HKHHF HEINEKEN HOLDINGS 2.5%

Value ($000) $4,133 Shares 69,006 Est. Cost $76.59 Unrealized -16.4%

VLTO VERALTO 0.2%

Value ($000) $340 Shares 3,341 Est. Cost $73.75 Unrealized +43.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY B	43,687	$19,802	11.9%	$210.04	+119.8%	STOCK	084670702
MKL	MARKEL	10,692	$18,457	11.1%	$1102.54	+50.5%	STOCK	570535104
CI	CIGNA	53,690	$14,826	8.9%	$166.56	+87.0%	STOCK	125523100
VNT	VONTIER	403,190	$14,704	8.8%	$29.11	+26.7%	STOCK	928881101
PH	PARKER HANNIFIN	22,102	$14,058	8.4%	$149.93	+337.0%	STOCK	701094104
PHIN	PHINIA	238,351	$11,481	6.9%	$26.05	+85.1%	STOCK	71880K101
CHTR	CHARTER COMMUNICATIONS	32,242	$11,052	6.6%	$363.46	-0.5%	STOCK	16119P108
AAPL	APPLE	43,833	$10,977	6.6%	$90.51	+159.1%	STOCK	037833100
KMX	CARMAX	130,639	$10,681	6.4%	$68.85	+14.1%	STOCK	143130102
AXP	AMERICAN EXPRESS	33,170	$9,845	5.9%	$96.99	+192.4%	STOCK	025816109
LH	LABCORP HOLDINGS	38,094	$8,736	5.2%	$199.50	+13.5%	STOCK	504922105
HSIC	HENRY SCHEIN	102,722	$7,108	4.3%	$73.19	-1.9%	STOCK	806407102
DHR	DANAHER	23,263	$5,340	3.2%	$87.89	+177.6%	STOCK	235851102
DG	DOLLAR GENERAL	68,105	$5,164	3.1%	$76.78	0.0%	STOCK	256677105
HKHHF	HEINEKEN HOLDINGS	69,006	$4,133	2.5%	$76.59	-16.4%	STOCK	N39338194
VLTO	VERALTO	3,341	$340	0.2%	$73.75	+43.7%	STOCK	92338C103