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Size ($ in 1000's)
At 12/31/2023: $163,046 At 09/30/2023: $155,490
Banyan Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Banyan Capital Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Banyan Capital Management Inc. top holdings by largest position size, as per the latest 13f filing made by Banyan Capital Management Inc..
In the Banyan Capital Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Banyan Capital Management Inc. in that top holding, then the share count change between reporting periods, and finally the Banyan Capital Management Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
THE CIGNA GROUP |
54,441 |
+472 |
$16,302 | CI | 54,441 | +472 | $16,302 | BERKSHIRE HATHAWAY INC DEL |
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$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 |
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$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 |
See Full List: All Stocks Held By Banyan Capital Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Banyan Capital Management Inc.
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