Filed: 11/3/2025ACC: 0000846600-25-000002
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $220.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$220.18M
Total AUM (reported)
1.95M
Total Shares
Allocation by class
STOCK$220.18M100.0%
Portfolio Concentration
Top 3$61.82M28.1%
4–10$93.79M42.6%
11–25$51.71M23.5%
Rest$12.87M5.8%
Top 3 weight
28.1%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 1.95M
Sole
Full voting authority
1.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
BERKSHIRE HATHAWAY B
SOLEShares43.80K
TypeSH
Market value$22.02M
10.00%
Sole
43.80K
Shared
0.00
None
0.00
MARKEL
SOLEShares11.36K
TypeSH
Market value$21.71M
9.86%
Sole
11.36K
Shared
0.00
None
0.00
VONTIER
SOLEShares431.06K
TypeSH
Market value$18.09M
8.22%
Sole
431.06K
Shared
0.00
None
0.00
CIGNA
SOLEShares60.14K
TypeSH
Market value$17.33M
7.87%
Sole
60.14K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares20.62K
TypeSH
Market value$15.63M
7.10%
Sole
20.62K
Shared
0.00
None
0.00
PHINIA
SOLEShares261.02K
TypeSH
Market value$15.00M
6.81%
Sole
261.02K
Shared
0.00
None
0.00
DOLLAR GENERAL
SOLEShares118.49K
TypeSH
Market value$12.25M
5.56%
Sole
118.49K
Shared
0.00
None
0.00
LABCORP HOLDINGS
SOLEShares40.38K
TypeSH
Market value$11.59M
5.26%
Sole
40.38K
Shared
0.00
None
0.00
APPLE
SOLEShares44.55K
TypeSH
Market value$11.34M
5.15%
Sole
44.55K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares38.69K
TypeSH
Market value$10.64M
4.83%
Sole
38.69K
Shared
0.00
None
0.00
HEINEKEN HOLDING NV ORD
SOLEShares138.07K
TypeSH
Market value$9.45M
4.29%
Sole
138.07K
Shared
0.00
None
0.00
HENRY SCHEIN
SOLEShares139.14K
TypeSH
Market value$9.23M
4.19%
Sole
139.14K
Shared
0.00
None
0.00
CARMAX
SOLEShares177.87K
TypeSH
Market value$7.98M
3.62%
Sole
177.87K
Shared
0.00
None
0.00
BROWN-FORMAN B
SOLEShares191.50K
TypeSH
Market value$5.19M
2.36%
Sole
191.50K
Shared
0.00
None
0.00
AIRBNB A
SOLEShares38.89K
TypeSH
Market value$4.72M
2.14%
Sole
38.89K
Shared
0.00
None
0.00
DANAHER
SOLEShares22.91K
TypeSH
Market value$4.54M
2.06%
Sole
22.91K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares12.33K
TypeSH
Market value$4.10M
1.86%
Sole
12.33K
Shared
0.00
None
0.00
IBM
SOLEShares4.28K
TypeSH
Market value$1.21M
0.55%
Sole
4.28K
Shared
0.00
None
0.00
WALMART
SOLEShares10.13K
TypeSH
Market value$1.04M
0.47%
Sole
10.13K
Shared
0.00
None
0.00
MCDONALD'S
SOLEShares2.55K
TypeSH
Market value$774.6K
0.35%
Sole
2.55K
Shared
0.00
None
0.00
ABBVIE
SOLEShares3.12K
TypeSH
Market value$722.2K
0.33%
Sole
3.12K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares3.85K
TypeSH
Market value$714.4K
0.32%
Sole
3.85K
Shared
0.00
None
0.00
NVIDIA
SOLEShares3.75K
TypeSH
Market value$700.4K
0.32%
Sole
3.75K
Shared
0.00
None
0.00
CHEVRON
SOLEShares4.30K
TypeSH
Market value$667.4K
0.30%
Sole
4.30K
Shared
0.00
None
0.00
GRAINGER W W INC
SOLEShares695.00
TypeSH
Market value$662.3K
0.30%
Sole
695.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY BSOLE | STOCK | 43.80K | SH | $22.02M 10.00% | 43.80K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 11.36K | SH | $21.71M 9.86% | 11.36K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 431.06K | SH | $18.09M 8.22% | 431.06K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 60.14K | SH | $17.33M 7.87% | 60.14K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 20.62K | SH | $15.63M 7.10% | 20.62K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 261.02K | SH | $15.00M 6.81% | 261.02K | 0.00 | 0.00 |
DOLLAR GENERALSOLE | STOCK | 118.49K | SH | $12.25M 5.56% | 118.49K | 0.00 | 0.00 |
LABCORP HOLDINGSSOLE | STOCK | 40.38K | SH | $11.59M 5.26% | 40.38K | 0.00 | 0.00 |
APPLESOLE | STOCK | 44.55K | SH | $11.34M 5.15% | 44.55K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 38.69K | SH | $10.64M 4.83% | 38.69K | 0.00 | 0.00 |
HEINEKEN HOLDING NV ORDSOLE | STOCK | 138.07K | SH | $9.45M 4.29% | 138.07K | 0.00 | 0.00 |
HENRY SCHEINSOLE | STOCK | 139.14K | SH | $9.23M 4.19% | 139.14K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 177.87K | SH | $7.98M 3.62% | 177.87K | 0.00 | 0.00 |
BROWN-FORMAN BSOLE | STOCK | 191.50K | SH | $5.19M 2.36% | 191.50K | 0.00 | 0.00 |
AIRBNB ASOLE | STOCK | 38.89K | SH | $4.72M 2.14% | 38.89K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 22.91K | SH | $4.54M 2.06% | 22.91K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 12.33K | SH | $4.10M 1.86% | 12.33K | 0.00 | 0.00 |
IBMSOLE | STOCK | 4.28K | SH | $1.21M 0.55% | 4.28K | 0.00 | 0.00 |
WALMARTSOLE | STOCK | 10.13K | SH | $1.04M 0.47% | 10.13K | 0.00 | 0.00 |
MCDONALD'SSOLE | STOCK | 2.55K | SH | $774.6K 0.35% | 2.55K | 0.00 | 0.00 |
ABBVIESOLE | STOCK | 3.12K | SH | $722.2K 0.33% | 3.12K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | STOCK | 3.85K | SH | $714.4K 0.32% | 3.85K | 0.00 | 0.00 |
NVIDIASOLE | STOCK | 3.75K | SH | $700.4K 0.32% | 3.75K | 0.00 | 0.00 |
CHEVRONSOLE | STOCK | 4.30K | SH | $667.4K 0.30% | 4.30K | 0.00 | 0.00 |
GRAINGER W W INCSOLE | STOCK | 695.00 | SH | $662.3K 0.30% | 695.00 | 0.00 | 0.00 |
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