Filed: 2/2/2026ACC: 0000846600-26-000001
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $230.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$230.09M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
STOCK$230.09M100.0%
Portfolio Concentration
Top 3$62.41M27.1%
4–10$96.56M42.0%
11–25$57.17M24.8%
Rest$13.95M6.1%
Top 3 weight
27.1%
Top 10 weight
69.1%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings55
Rows:
MARKEL
SOLEShares11.29K
TypeSH
Market value$24.27M
10.55%
Sole
0.00
Shared
0.00
None
11.29K
BERKSHIRE HATHAWAY B
SOLEShares42.98K
TypeSH
Market value$21.60M
9.39%
Sole
0.00
Shared
0.00
None
42.98K
CIGNA
SOLEShares60.07K
TypeSH
Market value$16.53M
7.19%
Sole
0.00
Shared
0.00
None
60.07K
PARKER HANNIFIN
SOLEShares18.67K
TypeSH
Market value$16.41M
7.13%
Sole
0.00
Shared
0.00
None
18.67K
PHINIA
SOLEShares259.90K
TypeSH
Market value$16.29M
7.08%
Sole
0.00
Shared
0.00
None
259.90K
VONTIER
SOLEShares429.35K
TypeSH
Market value$15.96M
6.94%
Sole
0.00
Shared
0.00
None
429.35K
DOLLAR GENERAL
SOLEShares118K
TypeSH
Market value$15.67M
6.81%
Sole
0.00
Shared
0.00
None
118K
APPLE
SOLEShares43.70K
TypeSH
Market value$11.88M
5.16%
Sole
0.00
Shared
0.00
None
43.70K
HENRY SCHEIN
SOLEShares135.76K
TypeSH
Market value$10.26M
4.46%
Sole
0.00
Shared
0.00
None
135.76K
HEINEKEN HOLDING NV ORD
SOLEShares137.55K
TypeSH
Market value$10.08M
4.38%
Sole
0.00
Shared
0.00
None
137.55K
LABCORP HOLDINGS
SOLEShares40.10K
TypeSH
Market value$10.06M
4.37%
Sole
0.00
Shared
0.00
None
40.10K
FISERV
SOLEShares90.08K
TypeSH
Market value$6.05M
2.63%
Sole
0.00
Shared
0.00
None
90.08K
CARMAX
SOLEShares146.25K
TypeSH
Market value$5.65M
2.46%
Sole
0.00
Shared
0.00
None
146.25K
AIRBNB A
SOLEShares38.92K
TypeSH
Market value$5.28M
2.30%
Sole
0.00
Shared
0.00
None
38.92K
DANAHER
SOLEShares22.56K
TypeSH
Market value$5.16M
2.24%
Sole
0.00
Shared
0.00
None
22.56K
BROWN-FORMAN B
SOLEShares192.01K
TypeSH
Market value$5.00M
2.17%
Sole
0.00
Shared
0.00
None
192.01K
CHARTER COMMUNICATIONS
SOLEShares22.77K
TypeSH
Market value$4.75M
2.07%
Sole
0.00
Shared
0.00
None
22.77K
AMERICAN EXPRESS
SOLEShares12.25K
TypeSH
Market value$4.53M
1.97%
Sole
0.00
Shared
0.00
None
12.25K
LIBERTY BROADBAND C
SOLEShares69.26K
TypeSH
Market value$3.37M
1.46%
Sole
0.00
Shared
0.00
None
69.26K
AKRE FOCUS ETF
SOLEShares40.81K
TypeSH
Market value$2.67M
1.16%
Sole
0.00
Shared
0.00
None
40.81K
IBM
SOLEShares4.22K
TypeSH
Market value$1.25M
0.54%
Sole
0.00
Shared
0.00
None
4.22K
WALMART
SOLEShares9.43K
TypeSH
Market value$1.05M
0.46%
Sole
0.00
Shared
0.00
None
9.43K
ELI LILLY & COMPANY
SOLEShares750.00
TypeSH
Market value$806.0K
0.35%
Sole
0.00
Shared
0.00
None
750.00
MCDONALD'S
SOLEShares2.55K
TypeSH
Market value$779.1K
0.34%
Sole
0.00
Shared
0.00
None
2.55K
BARRICK MINING CORP
SOLEShares17.30K
TypeSH
Market value$753.4K
0.33%
Sole
0.00
Shared
0.00
None
17.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARKELSOLE | STOCK | 11.29K | SH | $24.27M 10.55% | 0.00 | 0.00 | 11.29K |
BERKSHIRE HATHAWAY BSOLE | STOCK | 42.98K | SH | $21.60M 9.39% | 0.00 | 0.00 | 42.98K |
CIGNASOLE | STOCK | 60.07K | SH | $16.53M 7.19% | 0.00 | 0.00 | 60.07K |
PARKER HANNIFINSOLE | STOCK | 18.67K | SH | $16.41M 7.13% | 0.00 | 0.00 | 18.67K |
PHINIASOLE | STOCK | 259.90K | SH | $16.29M 7.08% | 0.00 | 0.00 | 259.90K |
VONTIERSOLE | STOCK | 429.35K | SH | $15.96M 6.94% | 0.00 | 0.00 | 429.35K |
DOLLAR GENERALSOLE | STOCK | 118K | SH | $15.67M 6.81% | 0.00 | 0.00 | 118K |
APPLESOLE | STOCK | 43.70K | SH | $11.88M 5.16% | 0.00 | 0.00 | 43.70K |
HENRY SCHEINSOLE | STOCK | 135.76K | SH | $10.26M 4.46% | 0.00 | 0.00 | 135.76K |
HEINEKEN HOLDING NV ORDSOLE | STOCK | 137.55K | SH | $10.08M 4.38% | 0.00 | 0.00 | 137.55K |
LABCORP HOLDINGSSOLE | STOCK | 40.10K | SH | $10.06M 4.37% | 0.00 | 0.00 | 40.10K |
FISERVSOLE | STOCK | 90.08K | SH | $6.05M 2.63% | 0.00 | 0.00 | 90.08K |
CARMAXSOLE | STOCK | 146.25K | SH | $5.65M 2.46% | 0.00 | 0.00 | 146.25K |
AIRBNB ASOLE | STOCK | 38.92K | SH | $5.28M 2.30% | 0.00 | 0.00 | 38.92K |
DANAHERSOLE | STOCK | 22.56K | SH | $5.16M 2.24% | 0.00 | 0.00 | 22.56K |
BROWN-FORMAN BSOLE | STOCK | 192.01K | SH | $5.00M 2.17% | 0.00 | 0.00 | 192.01K |
CHARTER COMMUNICATIONSSOLE | STOCK | 22.77K | SH | $4.75M 2.07% | 0.00 | 0.00 | 22.77K |
AMERICAN EXPRESSSOLE | STOCK | 12.25K | SH | $4.53M 1.97% | 0.00 | 0.00 | 12.25K |
LIBERTY BROADBAND CSOLE | STOCK | 69.26K | SH | $3.37M 1.46% | 0.00 | 0.00 | 69.26K |
AKRE FOCUS ETFSOLE | STOCK | 40.81K | SH | $2.67M 1.16% | 0.00 | 0.00 | 40.81K |
IBMSOLE | STOCK | 4.22K | SH | $1.25M 0.54% | 0.00 | 0.00 | 4.22K |
WALMARTSOLE | STOCK | 9.43K | SH | $1.05M 0.46% | 0.00 | 0.00 | 9.43K |
ELI LILLY & COMPANYSOLE | STOCK | 750.00 | SH | $806.0K 0.35% | 0.00 | 0.00 | 750.00 |
MCDONALD'SSOLE | STOCK | 2.55K | SH | $779.1K 0.34% | 0.00 | 0.00 | 2.55K |
BARRICK MINING CORPSOLE | STOCK | 17.30K | SH | $753.4K 0.33% | 0.00 | 0.00 | 17.30K |
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