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BANYAN CAPITAL MANAGEMENT, INC.

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ATLANTA GA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Banyan Capital Management is based out of Atlanta. Banyan Capital Management is a large advisory firm with 89 clients and discretionary assets under management (AUM) of $169,573,451 (Form ADV from 2023-06-12). Their last reported 13F filing for Q4 2023 included $163,046,000 in managed 13F securities and a top 10 holdings concentration of 80.56%. Banyan Capital Management's largest holding is Cigna Holding Co with shares held of 54,441. Whalewisdom has at least 24 13F filings

2023-12-31

Top Buys (13F)

Name % Change
LLYVK Liberty Media Corp. 1.1%
LSXMK Liberty Sirius XM Gr 0.58%
VNT Vontier Corp. 0.46%
VLTO Veralto Corp 0.43%
PHIN PHINIA Inc 0.37%

2023-12-31

Top Sells (13F)

Name % Change
CHTR Charter Communicatio 1.6%
FWONA Formula One Group 1.27%
AAPL Apple Inc 0.74%
DHR Danaher Corp. 0.55%
LSXMA Liberty Sirius XM Gr 0.12%

2023-12-31

13F Holdings Summary

Name $ Change
CI Cigna Holding Co 10%
BRK.B Berkshire Hathaway I 9.97%
MKL Markel Corp. (Holdin 9.48%
PH Parker-Hannifin Corp 8.66%
VNT Vontier Corp. 8.49%

2023-12-31

13F Activity

Market Value $163m, Prior: $154m
New Purchases 2 stocks
Added To 9 stocks
Sold out of 2 stocks
Reduced holdings in 6 stocks
Top 10 Holdings % 80.56%
Turnover %[1] 21.05%
Turnover Alt %[2] 2.44%
Time Held Top 20 14.4737 quarters
Time Held Top 10 14 quarters
Time Held All 14.58 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance