BCM

Banyan Capital Management Portfolio holdings

AUM $194M
1-Year Est. Return 18.03%
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.44M
3
+$648K
4
CHTR icon
Charter Communications
CHTR
+$605K
5
KMX icon
CarMax
KMX
+$570K

Top Sells

1
+$5.33M
2
+$205K
3
+$170K
4
VLTO icon
Veralto
VLTO
+$38.5K
5
DHR icon
Danaher
DHR
+$37.3K

Sector Composition

1 Financials 24.11%
2 Healthcare 21.86%
3 Consumer Discretionary 13.12%
4 Technology 12.38%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKL icon
1
Markel Group
MKL
$24.8B
$21.6M 11.08%
10,792
+181
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.03T
$21M 10.82%
43,309
+302
CI icon
3
Cigna
CI
$65.2B
$18.3M 9.44%
55,505
+1,096
VNT icon
4
Vontier
VNT
$5.54B
$15.5M 7.97%
420,025
+14,567
PH icon
5
Parker-Hannifin
PH
$97.7B
$14.7M 7.56%
21,044
-293
CHTR icon
6
Charter Communications
CHTR
$28.4B
$14M 7.18%
34,137
+1,479
DG icon
7
Dollar General
DG
$21.6B
$12.4M 6.36%
108,089
+3,982
PHIN icon
8
Phinia Inc
PHIN
$2.04B
$11.2M 5.78%
252,856
+10,382
LH icon
9
Labcorp
LH
$21.2B
$10.3M 5.28%
39,143
+923
KMX icon
10
CarMax
KMX
$5.99B
$9.46M 4.87%
140,827
+8,478
HSIC icon
11
Henry Schein
HSIC
$7.76B
$9.34M 4.8%
127,912
+8,872
AAPL icon
12
Apple
AAPL
$3.96T
$8.58M 4.41%
41,835
-830
ABNB icon
13
Airbnb
ABNB
$76.8B
$4.81M 2.47%
+36,311
DHR icon
14
Danaher
DHR
$151B
$4.54M 2.33%
22,960
-189
BF.B icon
15
Brown-Forman Class B
BF.B
$13B
$4.44M 2.28%
+165,003
AXP icon
16
American Express
AXP
$250B
$4.28M 2.2%
13,430
-16,714
VLTO icon
17
Veralto
VLTO
$24.4B
$284K 0.15%
2,812
-381
WMT icon
18
Walmart
WMT
$803B
$277K 0.14%
+2,835