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Banyan Capital Management, Inc. Top Holdings and 13F Report (2024)

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About Banyan Capital Management, Inc.

Investment Activity

  • Banyan Capital Management, Inc. has $176.39 thousand in total holdings as of March 31, 2024.
  • Banyan Capital Management, Inc. owns shares of 20 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 3.68% of the portfolio was purchased this quarter.
  • About 11.07% of the portfolio was sold this quarter.
  • This quarter, Banyan Capital Management, Inc. has purchased 20 new stocks and bought additional shares in 7 stocks.
  • Banyan Capital Management, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.

Largest Holdings

The Cigna Group
$19,657
Berkshire Hathaway
$19,135
Vontier
$18,165
Markel Group
$16,555
Parker-Hannifin
$14,833

Largest New Holdings this Quarter

Henry Schein
$5,867 Holding

Largest Purchases this Quarter

Henry Schein
77,692 shares (about $5.87K)
Heineken
4,490 shares (about $362.39)
Liberty Broadband
1,630 shares (about $93.27)
PHINIA
1,935 shares (about $74.36)
CarMax
772 shares (about $67.25)

Largest Sales this Quarter

The Liberty SiriusXM Group
332,158 shares (about $9.87K)
American Express
15,569 shares (about $3.55K)
Parker-Hannifin
3,963 shares (about $2.20K)
Fortrea
16,454 shares (about $661.30)
Apple
3,135 shares (about $537.59)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBanyan Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
The Cigna Group stock logo
CI
The Cigna Group
$19,657$115 ▼-0.6%54,12311.1%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,135$36 ▼-0.2%45,50210.8%Finance
Vontier Co. stock logo
VNT
Vontier
$18,165$12 ▼-0.1%400,46310.3%Business Services
Markel Group Inc. stock logo
MKL
Markel Group
$16,555$2 ▲0.0%10,8819.4%Multi-Sector Conglomerates
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$14,833$2,203 ▼-12.9%26,6888.4%Industrial Products
CarMax, Inc. stock logo
KMX
CarMax
$11,323$67 ▲0.6%129,9816.4%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$11,228$538 ▼-4.6%65,4776.4%Computer and Technology
American Express stock logo
AXP
American Express
$10,827$3,545 ▼-24.7%47,5506.1%Finance
The Liberty SiriusXM Group stock logo
LSXMK
The Liberty SiriusXM Group
$9,925$166 ▼-1.6%334,0525.6%Consumer Discretionary
PHINIA Inc. stock logo
PHIN
PHINIA
$9,358$74 ▲0.8%243,5205.3%Auto/Tires/Trucks
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$7,976$15 ▲0.2%27,4434.5%Consumer Discretionary
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$7,615$7 ▲0.1%34,8564.3%Medical
Danaher Co. stock logo
DHR
Danaher
$6,198$166 ▼-2.6%24,8193.5%Multi-Sector Conglomerates
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$5,867$5,867 ▲New Holding77,6923.3%Medical
Heineken Holding stock logo
HKHHF
Heineken
$5,400$362 ▲7.2%66,9063.1%Consumer Defensive
Liberty Broadband Co. stock logo
LBRDK
Liberty Broadband
$1,371$93 ▲7.3%23,9610.8%Consumer Discretionary
VERALTO
$324$427 ▼-56.9%3,6570.2%STOCK
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$278$661 ▼-70.4%6,9170.2%Medical
The Liberty SiriusXM Group stock logo
LSXMK
The Liberty SiriusXM Group
$222$9,873 ▼-97.8%7,4690.1%Consumer Discretionary
Liberty Broadband Co. stock logo
LBRDA
Liberty Broadband
$1370.0%2,4050.1%Consumer Discretionary
LIBERTY MEDIA CORP DEL
$0$1,787 ▼-100.0%00.0%COM LBTY LIV S C

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: