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CIK: 0000846600
Total reported value
$230.1M
$230.1M
19 檔
38.4%
As reported in its official Q1 2024 Form 13F filing, Banyan Capital Management, Inc.'s tracked investment portfolio stood at $230.1M with 19 total positions.
During Q1 2024, Banyan Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | Stock-Healthcare | 11.14% | +0.02% | -0.58% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.85% | +0.52% | -0.19% | |
| 3 | VNT | Vontier CORP | Stock-Tech | 10.30% | -1.19% | -0.06% | |
| 4 | MKL | Markel Group Inc | Stock-Financials | 9.39% | -0.04% | +0.01% | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 8.41% | +0.02% | -12.93% | |
| 6 | KMX | Carmax Inc | Stock-Consumer Disc | 6.42% | +0.80% | +0.60% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 6.37% | +0.55% | -4.57% | |
| 8 | AXP | American Express Co | Stock-Financials | 6.14% | +0.14% | -24.67% | |
| 9 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 5.75% | — | +0.56% | |
| 10 | PHIN | Phinia Inc | Stock-Consumer Disc | 5.31% | -0.75% | +0.80% | |
| 11 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 4.52% | -0.07% | +0.19% | |
| 12 | ✓ | Laboratory Corp. of America | Stock-Other | 4.32% | — | +0.09% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 3.51% | -0.13% | -2.61% | |
| 14 | HSIC | Henry Schein Inc | Stock-Healthcare | 3.33% | +0.17% | — | |
| 15 | ✓ | Heineken Holding NV | Stock-Other | 3.06% | +0.18% | +7.19% | |
| 16 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 0.78% | -1.28% | +7.30% | |
| 17 | VLTO | Veralto CORP | Stock-Industrials | 0.18% | — | -56.86% | |
| 18 | FTRE | Fortrea Holdings Inc | Stock-Healthcare | 0.16% | — | -70.40% | |
| 19 | LBRDA | Liberty Broadband-a | Stock-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Banyan Capital Management, Inc. reported a total U.S. public equity portfolio value of $230.1M across 19 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CI, BRK-B, VNT) accounted for 38.4% of total reported equity market value during Q1 2024.
During Q1 2024, Banyan Capital Management, Inc.'s top holdings by market value included CI (11.1%)、BRK-B (10.8%)、VNT (10.3%). The largest single position, CI, represented 11.1% of total portfolio value.
In Q1 2024, Banyan Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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