BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

CIK: 0000846600 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 7, 2019

Total Value ($000): $105,495 (100.0% shares, 0.0% debt)

Holdings (19)

BRK/B BERKSHIRE HATHAWAY INC DEL 9.0%

Value ($000) $9,501 Shares 45,675 Est. Cost $208.82 Unrealized -1.3%

AAPL APPLE INC 8.9%

Value ($000) $9,370 Shares 41,834 Est. Cost $45.97 Unrealized +9.3%

CHTR CHARTER COMMUNICATIONS INC N 8.4%

Value ($000) $8,913 Shares 21,627 Est. Cost $314.28 Unrealized +28.4%

MKL MARKEL CORP 8.3%

Value ($000) $8,803 Shares 7,448 Est. Cost $1093.58 Unrealized +3.9%

KMX CARMAX INC 7.6%

Value ($000) $8,039 Shares 91,354 Est. Cost $65.78 Unrealized +30.5%

— LIBERTY MEDIA CORP DELAWARE 7.6%

Value ($000) $7,968 Shares 189,890 Est. Cost $37.10 Unrealized —

CI CIGNA CORP NEW 7.4%

Value ($000) $7,787 Shares 51,300 Est. Cost $162.23 Unrealized -8.2%

WFC WELLS FARGO CO NEW 7.2%

Value ($000) $7,632 Shares 145,948 Est. Cost $41.78 Unrealized -4.8%

AXP AMERICAN EXPRESS CO 6.4%

Value ($000) $6,786 Shares 57,369 Est. Cost $95.01 Unrealized +18.5%

— ALLEGHANY CORP DEL 6.2%

Value ($000) $6,506 Shares 8,155 Est. Cost $623.32 Unrealized —

DHR DANAHER CORPORATION 5.1%

Value ($000) $5,368 Shares 37,164 Est. Cost $87.89 Unrealized +38.5%

PH PARKER HANNIFIN CORP 4.7%

Value ($000) $5,010 Shares 27,737 Est. Cost $145.82 Unrealized +6.3%

— LABORATORY CORP AMER HLDGS 4.6%

Value ($000) $4,868 Shares 28,975 Est. Cost $126.34 Unrealized —

— BB&T CORP 3.0%

Value ($000) $3,138 Shares 58,793 Est. Cost $46.60 Unrealized —

POST POST HLDGS INC 2.8%

Value ($000) $2,955 Shares 27,915 Est. Cost $60.24 Unrealized +13.1%

LBRDK LIBERTY BROADBAND CORP 1.0%

Value ($000) $1,028 Shares 9,817 Est. Cost $75.05 Unrealized +30.1%

FTV FORTIVE CORP 0.9%

Value ($000) $949 Shares 13,837 Est. Cost $45.68 Unrealized -1.8%

— LIBERTY MEDIA CORP DELAWARE 0.5%

Value ($000) $495 Shares 11,904 Est. Cost $36.77 Unrealized —

LBRDA LIBERTY BROADBAND CORP 0.4%

Value ($000) $379 Shares 3,626 Est. Cost $75.26 Unrealized +28.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	45,675	$9,501	9.0%	$208.82	-1.3%	CL B NEW	084670702
AAPL	APPLE INC	41,834	$9,370	8.9%	$45.97	+9.3%	COM	037833100
CHTR	CHARTER COMMUNICATIONS INC N	21,627	$8,913	8.4%	$314.28	+28.4%	CL A	16119P108
MKL	MARKEL CORP	7,448	$8,803	8.3%	$1093.58	+3.9%	COM	570535104
KMX	CARMAX INC	91,354	$8,039	7.6%	$65.78	+30.5%	COM	143130102
—	LIBERTY MEDIA CORP DELAWARE	189,890	$7,968	7.6%	$37.10	—	COM C SIRIUSXM	531229607
CI	CIGNA CORP NEW	51,300	$7,787	7.4%	$162.23	-8.2%	COM	125523100
WFC	WELLS FARGO CO NEW	145,948	$7,632	7.2%	$41.78	-4.8%	COM	949746101
AXP	AMERICAN EXPRESS CO	57,369	$6,786	6.4%	$95.01	+18.5%	COM	025816109
—	ALLEGHANY CORP DEL	8,155	$6,506	6.2%	$623.32	—	COM	017175100
DHR	DANAHER CORPORATION	37,164	$5,368	5.1%	$87.89	+38.5%	COM	235851102
PH	PARKER HANNIFIN CORP	27,737	$5,010	4.7%	$145.82	+6.3%	COM	701094104
—	LABORATORY CORP AMER HLDGS	28,975	$4,868	4.6%	$126.34	—	COM NEW	50540R409
—	BB&T CORP	58,793	$3,138	3.0%	$46.60	—	COM	054937107
POST	POST HLDGS INC	27,915	$2,955	2.8%	$60.24	+13.1%	COM	737446104
LBRDK	LIBERTY BROADBAND CORP	9,817	$1,028	1.0%	$75.05	+30.1%	COM SER C	530307305
FTV	FORTIVE CORP	13,837	$949	0.9%	$45.68	-1.8%	COM	34959J108
—	LIBERTY MEDIA CORP DELAWARE	11,904	$495	0.5%	$36.77	—	COM A SIRIUSXM	531229409
LBRDA	LIBERTY BROADBAND CORP	3,626	$379	0.4%	$75.26	+28.5%	COM SER A	530307107