HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 THE CIGNA GROUP |
54,441 | +472 | $16,302 |
| CI | 54,441 | +472 | $16,302 |
 BERKSHIRE HATHAWAY INC DEL |
$16,259 | ||
| BRK.B | 45,587 | +99 | $16,259 |
| MARKEL GROUP INC |
10,880 | +77 | $15,449 |
| MKL | 10,880 | +77 | $15,449 |
| PARKER HANNIFIN CORP |
30,651 | -1,023 | $14,121 |
| PH | 30,651 | -1,023 | $14,121 |
| VONTIER CORPORATION |
400,718 | +1,100 | $13,845 |
| VNT | 400,718 | +1,100 | $13,845 |
| APPLE INC |
68,612 | -10,833 | $13,210 |
| AAPL | 68,612 | -10,833 | $13,210 |
| AMERICAN EXPRESS CO |
63,119 | -140 | $11,825 |
| AXP | 63,119 | -140 | $11,825 |
| CHARTER COMMUNICATIONS INC N |
27,391 | -1,046 | $10,646 |
| CHTR | 27,391 | -1,046 | $10,646 |
| CARMAX INC |
129,209 | +1,325 | $9,915 |
| KMX | 129,209 | +1,325 | $9,915 |
| LIBERTY MEDIA CORP DEL |
339,627 | +12,454 | $9,775 |
| LSXMK | 339,627 | +12,454 | $9,775 |
| LABORATORY CORP AMER HLDGS |
34,825 | +56 | $7,915 |
| LH | 34,825 | +56 | $7,915 |
| PHINIA INC |
241,585 | +4,900 | $7,318 |
| PHIN | 241,585 | +4,900 | $7,318 |
| DANAHER CORPORATION |
25,484 | -350 | $5,895 |
| DHR | 25,484 | -350 | $5,895 |
| HEINEKEN HOLDINGS |
$5,277 | ||
| STOCK | 62,416 | UNCH | $5,277 |
| LIBERTY BROADBAND CORP |
22,331 | +6,888 | $1,800 |
| LBRDK | 22,331 | +6,888 | $1,800 |
| LIBERTY MEDIA CORP DEL |
47,800 | +47,800 | $1,787 |
| LLYVK | 47,800 | +47,800 | $1,787 |
| FORTREA HLDGS INC |
23,371 | +23,371 | $816 |
| FTRE | 23,371 | +23,371 | $816 |
| VERALTO CORP |
8,477 | +8,477 | $697 |
| VLTO | 8,477 | +8,477 | $697 |
| LIBERTY BROADBAND CORP |
2,405 | +0 | $194 |
| LBRDA | 2,405 | UNCH | $194 |
| FORTREA HOLDINGS |
$0 (exited) | ||
| FTREV | 0 | -25,946 | $0 |
| LIBERTY LIVE C |
$0 (exited) | ||
| FWONA | 0 | -60,885 | $0 |
| LIBERTY SIRIUS A |
0 | -7,469 | $0 (exited) |
| LSXMA | 0 | -7,469 | $0 |
See Summary: Banyan Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Banyan Capital Management Inc.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| LLYVK | +47,800 | +$1,787 |
| FTRE | +23,371 | +$816 |
| VLTO | +8,477 | +$697 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| FWONA | -60,885 | -$3,442 |
| FTREV | -25,946 | -$882 |
| LSXMA | -7,469 | -$190 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| LSXMK | +12,454 | +$1,445 |
| LBRDK | +6,888 | +$390 |
| PHIN | +4,900 | +$977 |
| KMX | +1,325 | +$870 |
| VNT | +1,100 | +$1,489 |
| CI | +472 | +$863 |
| BRK | +99 | +$325 |
| MKL | +77 | -$458 |
| LH | +56 | +$925 |
| HEINEKEN HOLDINGS | UNCH | +$566 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| AAPL | -10,833 | -$392 |
| CHTR | -1,046 | -$1,861 |
| PH | -1,023 | +$1,783 |
| DHR | -350 | -$514 |
| AXP | -140 | +$2,387 |
| LBRDA | UNCH | -$25 |
|
Size ($ in 1000's)
At 12/31/2023: $163,046 At 09/30/2023: $155,490 Banyan Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Banyan Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
