BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

CIK: 0000846600 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 13, 2020

Total Value ($000): $114,707 (100.0% shares, 0.0% debt)

Holdings (19)

AAPL APPLE INC 10.7%

Value ($000) $12,242 Shares 41,691 Est. Cost $45.97 Unrealized +34.9%

CI CIGNA CORP NEW 9.2%

Value ($000) $10,498 Shares 51,342 Est. Cost $162.23 Unrealized +3.4%

CHTR CHARTER COMMUNICATIONS INC N 9.1%

Value ($000) $10,466 Shares 21,576 Est. Cost $314.28 Unrealized +46.4%

BRK/B BERKSHIRE HATHAWAY INC DEL 9.0%

Value ($000) $10,342 Shares 45,664 Est. Cost $208.82 Unrealized +4.0%

— LIBERTY MEDIA CORP DELAWARE 7.9%

Value ($000) $9,114 Shares 189,333 Est. Cost $37.10 Unrealized —

MKL MARKEL CORP 7.4%

Value ($000) $8,473 Shares 7,412 Est. Cost $1093.58 Unrealized +4.2%

KMX CARMAX INC 7.0%

Value ($000) $7,982 Shares 91,056 Est. Cost $65.78 Unrealized +43.0%

WFC WELLS FARGO CO NEW 6.8%

Value ($000) $7,830 Shares 145,547 Est. Cost $41.78 Unrealized +7.0%

AXP AMERICAN EXPRESS CO 6.2%

Value ($000) $7,112 Shares 57,137 Est. Cost $95.01 Unrealized +15.9%

— ALLEGHANY CORP DEL 5.6%

Value ($000) $6,383 Shares 7,984 Est. Cost $623.32 Unrealized —

PH PARKER HANNIFIN CORP 5.0%

Value ($000) $5,695 Shares 27,671 Est. Cost $145.82 Unrealized +21.8%

DHR DANAHER CORPORATION 4.9%

Value ($000) $5,593 Shares 36,445 Est. Cost $87.89 Unrealized +39.9%

— LABORATORY CORP AMER HLDGS 4.2%

Value ($000) $4,874 Shares 28,813 Est. Cost $126.34 Unrealized —

— BB&T CORP 2.9%

Value ($000) $3,302 Shares 58,630 Est. Cost $46.60 Unrealized —

POST POST HLDGS INC 1.4%

Value ($000) $1,624 Shares 14,890 Est. Cost $60.24 Unrealized +13.6%

LBRDK LIBERTY BROADBAND CORP 1.0%

Value ($000) $1,197 Shares 9,523 Est. Cost $75.05 Unrealized +45.3%

FTV FORTIVE CORP 0.8%

Value ($000) $972 Shares 12,737 Est. Cost $45.68 Unrealized -3.7%

— LIBERTY MEDIA CORP DELAWARE 0.5%

Value ($000) $568 Shares 11,763 Est. Cost $36.77 Unrealized —

LBRDA LIBERTY BROADBAND CORP 0.4%

Value ($000) $440 Shares 3,533 Est. Cost $75.26 Unrealized +44.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	41,691	$12,242	10.7%	$45.97	+34.9%	COM	037833100
CI	CIGNA CORP NEW	51,342	$10,498	9.2%	$162.23	+3.4%	COM	125523100
CHTR	CHARTER COMMUNICATIONS INC N	21,576	$10,466	9.1%	$314.28	+46.4%	CL A	16119P108
BRK/B	BERKSHIRE HATHAWAY INC DEL	45,664	$10,342	9.0%	$208.82	+4.0%	CL B NEW	084670702
—	LIBERTY MEDIA CORP DELAWARE	189,333	$9,114	7.9%	$37.10	—	COM C SIRIUSXM	531229607
MKL	MARKEL CORP	7,412	$8,473	7.4%	$1093.58	+4.2%	COM	570535104
KMX	CARMAX INC	91,056	$7,982	7.0%	$65.78	+43.0%	COM	143130102
WFC	WELLS FARGO CO NEW	145,547	$7,830	6.8%	$41.78	+7.0%	COM	949746101
AXP	AMERICAN EXPRESS CO	57,137	$7,112	6.2%	$95.01	+15.9%	COM	025816109
—	ALLEGHANY CORP DEL	7,984	$6,383	5.6%	$623.32	—	COM	017175100
PH	PARKER HANNIFIN CORP	27,671	$5,695	5.0%	$145.82	+21.8%	COM	701094104
DHR	DANAHER CORPORATION	36,445	$5,593	4.9%	$87.89	+39.9%	COM	235851102
—	LABORATORY CORP AMER HLDGS	28,813	$4,874	4.2%	$126.34	—	COM NEW	50540R409
—	BB&T CORP	58,630	$3,302	2.9%	$46.60	—	COM	054937107
POST	POST HLDGS INC	14,890	$1,624	1.4%	$60.24	+13.6%	COM	737446104
LBRDK	LIBERTY BROADBAND CORP	9,523	$1,197	1.0%	$75.05	+45.3%	COM SER C	530307305
FTV	FORTIVE CORP	12,737	$972	0.8%	$45.68	-3.7%	COM	34959J108
—	LIBERTY MEDIA CORP DELAWARE	11,763	$568	0.5%	$36.77	—	COM A SIRIUSXM	531229409
LBRDA	LIBERTY BROADBAND CORP	3,533	$440	0.4%	$75.26	+44.2%	COM SER A	530307107