Banyan Capital Management, Inc. - Jeff Wigle

Banyan Capital Management, Inc. a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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Jeff Wigle

Jeff Wigle
Banyan Capital Management, Inc.

Hedge Fund Manager
Ranked #181 out of 487 Hedge Fund Managers

Portfolio Gain

+88.90%
Since Jan 2016

Sharpe Ratio

1.67
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$165.52M
Jeff Wigle manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+15.55%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
26.34% Financial
23.70% Healthcare
17.10% Technology
11.61% Consumer Cyclical
10.38% Communication Services
7.55% Industrial Goods
A breakdown of Banyan Capital Management, Inc.'s portfolio by sector

Banyan Capital Management, Inc. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
American Express
Reduced
Financial
$229.46
($214.51-$244.41)
+13.57%
-24.72%
8.29M
4.99%
Apple
Reduced
Technology
$192.14
($164.07-$220.20)
+4.90%
-3.66%
13.29M
8.02%
CarMax
Added
Consumer Cyclical
$76.22
($65.83-$86.61)
+5.28%
+1.32%
9.66M
5.84%
Charter Communications
Added
Communication Services
$271.27
($236.08-$306.46)
+13.61%
+16.40%
9.55M
5.77%
Cigna
Reduced
Healthcare
$346.45
($328.26-$364.65)
+7.92%
-1.83%
17.56M
10.57%
Danaher
Reduced
Healthcare
$249.93
($230.74-$269.11)
+8.83%
-5.02%
5.89M
3.56%
Henry Schein
Added
Healthcare
$69.45
($63.71-$75.20)
+13.04%
+61.00%
8.02M
4.84%
Laboratory
Added
Healthcare
$204.88
($191.97-$217.78)
+12.00%
+8.39%
7.69M
4.63%
Markel
Reduced
Financial
$1.54K
($1.42K-$1.67K)
-0.40%
-0.85%
17.00M
10.27%
Parker Hannifin
Reduced
Industrial Goods
$531.43
($492.71-$570.15)
+20.74%
-9.56%
12.21M
7.36%
See a list of Banyan Capital Management, Inc.'s holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Banyan Capital Management, Inc.'s performance with other Hedge Funds and the S&P 500

Banyan Capital Management, Inc. activity FAQ

What is Banyan Capital Management, Inc.’s portfolio gain since Jun 2013?
Banyan Capital Management, Inc.’s portfolio gain since Jun 2013 was 88.90%.
    What is Banyan Capital Management, Inc.’s Sharpe Ratio?
    Banyan Capital Management, Inc.’s Sharpe Ratio is 1.67.
      What is Banyan Capital Management, Inc.’s portfolio value?
      Banyan Capital Management, Inc.’s portfolio value is $165.52M.
        What is Banyan Capital Management, Inc.’s average return since the fund’s last 13F filing?
        Banyan Capital Management, Inc.’s average return since the fund’s last 13F filing is 7.46%.
          What was Banyan Capital Management, Inc.’s average return in the last 12 months?
          Banyan Capital Management, Inc.’s average return in the last 12 months was 17.81%.
            What was Banyan Capital Management, Inc.’s average return in the last 3 years?
            Banyan Capital Management, Inc.’s average return in the last 3 years was 15.55%.
              When was the most recent most recent 13F form submitted by Banyan Capital Management, Inc.?
              Banyan Capital Management, Inc.'s most recent 13F form was submitted on Jun 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Jeff Wigle Net Worth?
                  Jeff Wigle is Managing Banyan Capital Management, Inc. which has a net worth of $165.52M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Jeff Wigle and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.