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Banyan Capital Management, Inc.

Q4 2020 Holdings

Filed 2021-02-12 | 20 holdings | $22.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Charter Communications(CHTR)COM16119P108$14.2M21,39664.1%
Carmax(KMX)COM143130102$7.8M82,76335.4%
Apple(AAPL)COM037833100$17.3K130,7040.1%
Berkshire Hathaway B(BRK/B)COM084670702$11.1K47,8640.1%
Cigna(CI)COM125523100$10.9K52,2120.0%
Parker Hannifin(PH)COM701094104$9.3K34,0550.0%
Liberty Sirius C(LSXMKUSD)COM531229607$9.2K212,3600.0%
Markel(MKL)COM570535104$8.9K8,6100.0%
American Express(AXP)COM025816109$8.1K67,4000.0%
Alleghany(YUSD)COM017175100$7.7K12,8030.0%
Discovery Communications C(DISCKUSD)COM25470F302$7.4K280,6750.0%
LabcorpCOM50540R409$6.7K33,1030.0%
Danaher(DHR)COM235851102$6.7K30,1400.0%
Vontier(VNT)COM928881101$5.7K170,3660.0%
Wells Fargo(WFC)COM949746101$3.0K100,2020.0%
Truist Financial(TFC)COM89832Q109$1.7K36,2020.0%
Liberty Broadband C(LBRDK)COM530307305$1.2K7,6720.0%
Bank of America(BAC)COM060505104$1.0K33,5010.0%
Liberty Broadband A(LBRDA)COM530307107$3992,5330.0%
Liberty Sirius A(LM03)COM531229409$3618,3690.0%