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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CICigna
| 10.69% | $18.439M 53,225 shares@ $346.44 avg price | Increased 0.18% |
VNTVontier
| 7.89% | $13.604M 403,190 shares@ $33.75 avg price | Increased 2.38% |
CHTRCharter Communications
| 6.06% | $10.449M 32,242 shares@ $324.08 avg price | Increased 0.94% |
HSICHenry Schein
| 5.39% | $9.29M 127,434 shares@ $72.91 avg price | Increased 1.88% |
LHLabcorp Holdings
| 4.94% | $8.514M 38,099 shares@ $223.49 avg price | Increased 0.85% |