test

Drew Estes

@Banyan Capital Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$172.599MTotal holdings16
Assets growth rate4.28%Assets growth rate (2-Q avg)-0.94%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Banyan Capital Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Banyan Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 172.599M in assets, with a quarterly growth rate of 4.28% and a 2-quarter average growth rate of -0.94%. The portfolio is managed by Drew Estes, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway B
Recent Activity
Decreased -0.86%
11.93%
$20.575M
44,703 shares@ $460.27 avg price
CICigna
Recent Activity
Increased 0.18%
10.69%
$18.439M
53,225 shares@ $346.44 avg price
MKLMarkel
Recent Activity
Decreased -0.62%
9.75%
$16.817M
10,721 shares@ $1568.58 avg price
PHParker Hannifin
Recent Activity
Decreased -1.93%
8.67%
$14.954M
23,668 shares@ $631.83 avg price
VNTVontier
Recent Activity
Increased 2.38%
7.89%
$13.604M
403,190 shares@ $33.75 avg price
PHINPhinia
Recent Activity
Decreased -0.92%
6.45%
$11.13M
241,796 shares@ $46.04 avg price
AAPLApple
Recent Activity
Decreased -28.84%
6.06%
$10.458M
44,886 shares@ $233.0 avg price
CHTRCharter Communications
Recent Activity
Increased 0.94%
6.06%
$10.449M
32,242 shares@ $324.08 avg price
KMXCarmax
Recent Activity
Decreased -0.83%
5.86%
$10.105M
130,591 shares@ $77.39 avg price
AXPAmerican Express
Recent Activity
Decreased -2.34%
5.5%
$9.481M
34,958 shares@ $271.21 avg price