13F HOLDINGS REPORT
BANYAN CAPITAL MANAGEMENT, INC.
Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001085146-24-002210
Total Value
$176,393
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CIGNA | 125523100 | 54,123 | $19,657 | 11.14% |
| 2 | BERKSHIRE HATHAWAY B | BRK-A | 45,502 | $19,135 | 10.85% |
| 3 | VONTIER | VNT | 400,463 | $18,165 | 10.30% |
| 4 | MARKEL | MKL | 10,881 | $16,555 | 9.39% |
| 5 | PARKER HANNIFIN | PH | 26,688 | $14,833 | 8.41% |
| 6 | CARMAX | KMX | 129,981 | $11,323 | 6.42% |
| 7 | APPLE | AAPL | 65,477 | $11,228 | 6.37% |
| 8 | AMERICAN EXPRESS | AXP | 47,550 | $10,827 | 6.14% |
| 9 | LIBERTY SIRIUS C | FWONB | 334,052 | $9,925 | 5.63% |
| 10 | PHINIA | PHIN | 243,520 | $9,358 | 5.31% |
| 11 | CHARTER COMMUNICATIONS | 16119P108 | 27,443 | $7,976 | 4.52% |
| 12 | LABCORP | 50540R409 | 34,856 | $7,615 | 4.32% |
| 13 | DANAHER | 235851102 | 24,819 | $6,198 | 3.51% |
| 14 | HENRY SCHEIN | HSIC | 77,692 | $5,867 | 3.33% |
| 15 | HEINEKEN HOLDINGS | N39338194 | 66,906 | $5,400 | 3.06% |
| 16 | LIBERTY BROADBAND C | LBRDP | 23,961 | $1,371 | 0.78% |
| 17 | VERALTO | VLTO | 3,657 | $324 | 0.18% |
| 18 | FORTREA HOLDINGS | FTRE | 6,917 | $278 | 0.16% |
| 19 | LIBERTY SIRIUS A | FWONB | 7,469 | $222 | 0.13% |
| 20 | LIBERTY BROADBAND A | LBRDP | 2,405 | $137 | 0.08% |