Asset Manager
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BANYAN CAPITAL MANAGEMENT, INC.
2100 RIVEREDGE PARKWAY SUITE 1030, ATLANTA, GA 30328 • 7709512129
Market Value
$194M
+9.8%
Holdings
19
+3
New Purchases
3
Added To
11
Closed
0
Reduced
5
Top 10 Concentration
76.3%
Turnover
15.8%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AXP | 2.20% | 4.58% | -2.38% | $4M |
| BRK-B | 10.82% | 12.94% | -2.12% | $21M |
| KMX | 4.87% | 5.82% | -0.96% | $9M |
| AAPL | 4.41% | 5.35% | -0.94% | $9M |
| CI | 9.44% | 10.11% | -0.68% | $18M |
| DHR | 2.33% | 2.68% | -0.35% | $5M |
| MKL | 11.08% | 11.20% | -0.12% | $22M |
| VLTO | 0.15% | 0.18% | -0.03% | $284K |
| PHIN | 5.78% | 5.81% | -0.03% | $11M |
| HEIO.AS | 4.87% | 4.88% | -0.01% | $9M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 24.0% |
| Healthcare | 17.6% |
| Technology | 14.2% |
| Consumer Cyclical | 13.1% |
| Industrials | 12.4% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $34M | 17.6% |
| Large Cap | 11 | $115M | 59.0% |
| Mid Cap | 4 | $46M | 23.4% |
Portfolio Analytics
Avg Market Cap
$384.2B
Median Market Cap
$23.2B
Avg P/E
21.7
Median P/E
21.6
Avg Dividend Yield
0.01%
Avg Beta
0.83
# Stocks
19
# ETFs / Funds
0
Top Holdings (19 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MKL | 11.08% | 10,792 | $22M | $1,997.36 | $2M | +181 | +1.7% | |
| 2 | BRK-B | 10.82% | 43,309 | $21M | $485.77 | -$2M | +302 | +0.7% | |
| 3 | CI | 9.44% | 55,505 | $18M | $330.58 | $448K | +1,096 | +2.0% | |
| 4 | VNT | 7.97% | 420,025 | $15M | $36.90 | $2M | +14,567 | +3.6% | |
| 5 | PH | 7.56% | 21,044 | $15M | $698.47 | $2M | -293 | -1.4% | |
| 6 | CHTR | 7.18% | 34,137 | $14M | $408.81 | $2M | +1,479 | +4.5% | |
| 7 | DG | 6.36% | 108,089 | $12M | $114.38 | $3M | +3,982 | +3.8% | |
| 8 | PHIN | 5.78% | 252,856 | $11M | $44.49 | $961K | +10,382 | +4.3% | |
| 9 | LH | 5.28% | 39,143 | $10M | $262.51 | $1M | +923 | +2.4% | |
| 10 | HEIO.AS | 4.87% | 126,948 | $9M | $74.57 | $831K | +7,610 | +6.4% | |
| 11 | KMX | 4.87% | 140,827 | $9M | $67.21 | -$848K | +8,478 | +6.4% | |
| 12 | HSIC | 4.80% | 127,912 | $9M | $73.05 | $1M | +8,872 | +7.5% | |
| 13 | AAPL | 4.41% | 41,835 | $9M | $205.17 | -$894K | -830 | -1.9% | |
| 14 | ABNB | 2.47% | 36,311 | $5M | $132.41 | — | +36,311 | — | NEW |
| 15 | DHR | 2.33% | 22,960 | $5M | $197.54 | -$210K | -189 | -0.8% | |
| 16 | BF-B | 2.28% | 165,003 | $4M | $26.91 | — | +165,003 | — | NEW |
| 17 | AXP | 2.20% | 13,430 | $4M | $318.98 | -$4M | -16,714 | -55.5% | |
| 18 | VLTO | 0.15% | 2,812 | $284K | $100.95 | -$27K | -381 | -11.9% | |
| 19 | WMT | 0.14% | 2,835 | $277K | $97.78 | — | +2,835 | — | NEW |