Filed: 5/1/2026ACC: 0000846600-26-000002
📋 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 $232.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$232.06M
Total AUM (reported)
2.16M
Total Shares
Allocation by class
STOCK$232.06M100.0%
Portfolio Concentration
Top 3$58.03M25.0%
4–10$88.39M38.1%
11–25$69.41M29.9%
Rest$16.22M7.0%
Top 3 weight
25.0%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 2.16M
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
2.16M
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
SOLEShares11.05K
TypeSH
Market value$21.16M
9.12%
Sole
0.00
Shared
0.00
None
11.05K
BERKSHIRE HATHAWAY B
SOLEShares40.46K
TypeSH
Market value$19.39M
8.36%
Sole
0.00
Shared
0.00
None
40.46K
PHINIA
SOLEShares255.52K
TypeSH
Market value$17.49M
7.54%
Sole
0.00
Shared
0.00
None
255.52K
CIGNA
SOLEShares62.56K
TypeSH
Market value$16.69M
7.19%
Sole
0.00
Shared
0.00
None
62.56K
VONTIER
SOLEShares433.59K
TypeSH
Market value$15.38M
6.63%
Sole
0.00
Shared
0.00
None
433.59K
PARKER HANNIFIN
SOLEShares15.58K
TypeSH
Market value$13.95M
6.01%
Sole
0.00
Shared
0.00
None
15.58K
DOLLAR GENERAL
SOLEShares116.47K
TypeSH
Market value$13.83M
5.96%
Sole
0.00
Shared
0.00
None
116.47K
APPLE
SOLEShares41.63K
TypeSH
Market value$10.57M
4.55%
Sole
0.00
Shared
0.00
None
41.63K
LABCORP HOLDINGS
SOLEShares39.09K
TypeSH
Market value$10.43M
4.49%
Sole
0.00
Shared
0.00
None
39.09K
FACTSET RESH SYS INC
SOLEShares34.83K
TypeSH
Market value$7.56M
3.26%
Sole
0.00
Shared
0.00
None
34.83K
HEINEKEN HOLDING NV ORD
SOLEShares105.18K
TypeSH
Market value$7.46M
3.21%
Sole
0.00
Shared
0.00
None
105.18K
HENRY SCHEIN
SOLEShares98.88K
TypeSH
Market value$7.29M
3.14%
Sole
0.00
Shared
0.00
None
98.88K
CARMAX
SOLEShares172.21K
TypeSH
Market value$7.16M
3.09%
Sole
0.00
Shared
0.00
None
172.21K
ROPER TECHNOLOGIES
SOLEShares18.20K
TypeSH
Market value$6.44M
2.77%
Sole
0.00
Shared
0.00
None
18.20K
WOLTERS KLUWER NV
SOLEShares77.92K
TypeSH
Market value$5.82M
2.51%
Sole
0.00
Shared
0.00
None
77.92K
CHARTER COMMUNICATIONS
SOLEShares24.78K
TypeSH
Market value$5.35M
2.31%
Sole
0.00
Shared
0.00
None
24.78K
FISERV
SOLEShares93.36K
TypeSH
Market value$5.21M
2.24%
Sole
0.00
Shared
0.00
None
93.36K
BROWN-FORMAN B
SOLEShares196.28K
TypeSH
Market value$5.19M
2.24%
Sole
0.00
Shared
0.00
None
196.28K
AIRBNB A
SOLEShares39.60K
TypeSH
Market value$5.00M
2.16%
Sole
0.00
Shared
0.00
None
39.60K
DANAHER
SOLEShares18.89K
TypeSH
Market value$3.58M
1.54%
Sole
0.00
Shared
0.00
None
18.89K
LIBERTY BROADBAND C
SOLEShares69.87K
TypeSH
Market value$3.51M
1.51%
Sole
0.00
Shared
0.00
None
69.87K
AMERICAN EXPRESS
SOLEShares10.70K
TypeSH
Market value$3.24M
1.39%
Sole
0.00
Shared
0.00
None
10.70K
AKRE FOCUS ETF
SOLEShares40.06K
TypeSH
Market value$2.12M
0.91%
Sole
0.00
Shared
0.00
None
40.06K
WALMART
SOLEShares8.33K
TypeSH
Market value$1.03M
0.45%
Sole
0.00
Shared
0.00
None
8.33K
IBM
SOLEShares4.19K
TypeSH
Market value$1.01M
0.44%
Sole
0.00
Shared
0.00
None
4.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARKELSOLE | STOCK | 11.05K | SH | $21.16M 9.12% | 0.00 | 0.00 | 11.05K |
BERKSHIRE HATHAWAY BSOLE | STOCK | 40.46K | SH | $19.39M 8.36% | 0.00 | 0.00 | 40.46K |
PHINIASOLE | STOCK | 255.52K | SH | $17.49M 7.54% | 0.00 | 0.00 | 255.52K |
CIGNASOLE | STOCK | 62.56K | SH | $16.69M 7.19% | 0.00 | 0.00 | 62.56K |
VONTIERSOLE | STOCK | 433.59K | SH | $15.38M 6.63% | 0.00 | 0.00 | 433.59K |
PARKER HANNIFINSOLE | STOCK | 15.58K | SH | $13.95M 6.01% | 0.00 | 0.00 | 15.58K |
DOLLAR GENERALSOLE | STOCK | 116.47K | SH | $13.83M 5.96% | 0.00 | 0.00 | 116.47K |
APPLESOLE | STOCK | 41.63K | SH | $10.57M 4.55% | 0.00 | 0.00 | 41.63K |
LABCORP HOLDINGSSOLE | STOCK | 39.09K | SH | $10.43M 4.49% | 0.00 | 0.00 | 39.09K |
FACTSET RESH SYS INCSOLE | STOCK | 34.83K | SH | $7.56M 3.26% | 0.00 | 0.00 | 34.83K |
HEINEKEN HOLDING NV ORDSOLE | STOCK | 105.18K | SH | $7.46M 3.21% | 0.00 | 0.00 | 105.18K |
HENRY SCHEINSOLE | STOCK | 98.88K | SH | $7.29M 3.14% | 0.00 | 0.00 | 98.88K |
CARMAXSOLE | STOCK | 172.21K | SH | $7.16M 3.09% | 0.00 | 0.00 | 172.21K |
ROPER TECHNOLOGIESSOLE | STOCK | 18.20K | SH | $6.44M 2.77% | 0.00 | 0.00 | 18.20K |
WOLTERS KLUWER NVSOLE | STOCK | 77.92K | SH | $5.82M 2.51% | 0.00 | 0.00 | 77.92K |
CHARTER COMMUNICATIONSSOLE | STOCK | 24.78K | SH | $5.35M 2.31% | 0.00 | 0.00 | 24.78K |
FISERVSOLE | STOCK | 93.36K | SH | $5.21M 2.24% | 0.00 | 0.00 | 93.36K |
BROWN-FORMAN BSOLE | STOCK | 196.28K | SH | $5.19M 2.24% | 0.00 | 0.00 | 196.28K |
AIRBNB ASOLE | STOCK | 39.60K | SH | $5.00M 2.16% | 0.00 | 0.00 | 39.60K |
DANAHERSOLE | STOCK | 18.89K | SH | $3.58M 1.54% | 0.00 | 0.00 | 18.89K |
LIBERTY BROADBAND CSOLE | STOCK | 69.87K | SH | $3.51M 1.51% | 0.00 | 0.00 | 69.87K |
AMERICAN EXPRESSSOLE | STOCK | 10.70K | SH | $3.24M 1.39% | 0.00 | 0.00 | 10.70K |
AKRE FOCUS ETFSOLE | STOCK | 40.06K | SH | $2.12M 0.91% | 0.00 | 0.00 | 40.06K |
WALMARTSOLE | STOCK | 8.33K | SH | $1.03M 0.45% | 0.00 | 0.00 | 8.33K |
IBMSOLE | STOCK | 4.19K | SH | $1.01M 0.44% | 0.00 | 0.00 | 4.19K |
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