BANYAN CAPITAL MANAGEMENT, INC.

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Also known as:

  • BANYAN CAPTIAL MANAGEMENT INC

Banyan Capital Management is based out of Atlanta. Banyan Capital Management is a large advisory firm with 85 clients and discretionary assets under management (AUM) of $106,063,000 (Form ADV from 2019-02-21). Their last reported 13F filing for Q3 2019 included $105,495,000 in managed 13F securities and a top 10 holdings concentration of 77.07%. Banyan Capital Management's largest holding is Berkshire Hathaway Inc Class B with shares held of 45,675. Whalewisdom has at least 5 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $105.495 Million
  • Prior Market Value $106.562 Million
  • New Purchases0 stocks
  • Additional Purchases2 stocks
  • Sold out of1 stock
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 77.07 %
  • Turnover % [1]:5.26%
  • Turnover Alt % [2]: 5.75 %
  • Time Held Top20:2.84 quarters
  • Time Held Top10:2.60 quarters
  • Time Held All:2.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.21%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BANYAN CAPITAL MANAGEMENT, INC.
2100 RIVEREDGE PARKWAY SUITE 1030
ATLANTA GA    30328
Country: United States

Business Phone: 770-951-2129
Fax: 770-951-8277
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: GA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 70,581,000
Total Number of Clients: 85
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BANYAN CAPITAL MANAGEMENT INC

ownership team - last updated 2019-02-21
Name Title Start Date Direct/Indirect % Ownership
NABULSI, MALEK, M CHIEF COMPLIANCE OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BANYAN CAPITAL MANAGEMENT INC PARTNER indirect 2019-01-01
BANYAN CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2019-01-01
Estes, Drew, Douglas PARTNER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BANYAN CAPITAL MANAGEMENT INC PARTNER indirect 2019-01-01
BANYAN CAPITAL MANAGEMENT INC PARTNER direct 2019-02-01
REDGATE PARTNERS LLC OWNER 01/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
BANYAN CAPITAL MANAGEMENT INC OWNER direct 2019-01-01
NABULSI, MALEK, M PARTNER REDGATE PARTNERS LLC 01/01/2019 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BANYAN CAPITAL MANAGEMENT INC PARTNER indirect 2019-01-01
BANYAN CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2019-01-01
Estes, Drew, Douglas PARTNER REDGATE PARTNERS LLC 01/01/2019 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BANYAN CAPITAL MANAGEMENT INC PARTNER indirect 2019-01-01
BANYAN CAPITAL MANAGEMENT INC PARTNER direct 2019-02-01

BANYAN CAPITAL MANAGEMENT INC

ownership team - last updated 2018-06-29
Name Title Start Date Direct/Indirect % Ownership
WATKINS, GARY, LYNN PRESIDENT/CHIEF COMPLIANCE OFFICER 12/01/1987 Direct 75% or more
Fund Name Position direct/indirect start date end date
BANYAN CAPITAL MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1987-12-01
BANYAN CAPITAL MANAGEMENT INC PRESIDENT direct 1987-12-01 2004-03-17

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