Banyan Capital Management, Inc. Portfolio Holdings

Banyan Capital Management, Inc.

  • $142 Million
  • Q4 2024

Banyan Capital Management, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $19.8M, Markel Corp with a value of $18.5M, Cigna Corp with a value of $14.8M, Vontier Corp with a value of $14.7M, and Parker Hannifin Corp with a value of $14.1M.

Examining the 13F form we can see an increase of $1.32M in the current position value, from $141M to 142M.

Banyan Capital Management, Inc. is based out at Atlanta, GA

Below you can find more details about Banyan Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $142 Million
Financial Services: $48.1 Million
Healthcare: $27.3 Million
Technology: $25.7 Million
Industrials: $14.1 Million
Communication Services: $11.1 Million
Consumer Cyclical: $10.7 Million
Consumer Defensive: $5.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$614B
$19.8 Million 13.94% of portfolio
43,687
Q4 2024 Reduced 2.27%
$26.9B
$18.5 Million 13.0% of portfolio
10,692
Q4 2024 Reduced 0.27%
$89.3B
$14.8 Million 10.44% of portfolio
53,690
Q4 2024 Added 0.87%
$6.09B
$14.7 Million 10.35% of portfolio
403,190
Q3 2024 Added 2.37%
$87.4B
$14.1 Million 9.9% of portfolio
22,102
Q4 2024 Reduced 6.62%
$55.2B
$11.1 Million 7.78% of portfolio
32,242
Q3 2024 Added 0.94%
$3.66T
$11 Million 7.73% of portfolio
43,833
Q4 2024 Reduced 2.35%
$13.5B
$10.7 Million 7.52% of portfolio
130,639
Q4 2024 Added 0.04%
$232B
$9.84 Million 6.93% of portfolio
33,170
Q4 2024 Reduced 5.11%
$10.7B
$7.11 Million 5.01% of portfolio
102,722
Q4 2024 Reduced 19.39%
$148B
$5.34 Million 3.76% of portfolio
23,263
Q4 2024 Reduced 1.14%
$16.7B
$5.16 Million 3.64% of portfolio
68,105
Q4 2024 New
Labcorp Holdings
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.01%
$19.7B
$0 0.0% of portfolio
-
Q4 2024 Added 5.39%
Phinia
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.42%
Veralto
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 3.02%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $142 Million
  • Prior Value $141 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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