Filed: 2/3/2025ACC: 0001085146-25-000700
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $166.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$166.70M
Total AUM (reported)
1.32M
Total Shares
Allocation by class
STOCK$166.70M100.0%
Portfolio Concentration
Top 3$53.09M31.8%
4–10$82.80M49.7%
11–25$30.82M18.5%
Top 3 weight
31.8%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 1.32M
Sole
Full voting authority
1.32M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
BERKSHIRE HATHAWAY B
SOLEShares43.69K
TypeSH
Market value$19.80M
11.88%
Sole
43.69K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.69K
TypeSH
Market value$18.46M
11.07%
Sole
10.69K
Shared
0.00
None
0.00
CIGNA
SOLEShares53.69K
TypeSH
Market value$14.83M
8.89%
Sole
53.69K
Shared
0.00
None
0.00
VONTIER
SOLEShares403.19K
TypeSH
Market value$14.70M
8.82%
Sole
403.19K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares22.10K
TypeSH
Market value$14.06M
8.43%
Sole
22.10K
Shared
0.00
None
0.00
PHINIA
SOLEShares238.35K
TypeSH
Market value$11.48M
6.89%
Sole
238.35K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares32.24K
TypeSH
Market value$11.05M
6.63%
Sole
32.24K
Shared
0.00
None
0.00
APPLE
SOLEShares43.83K
TypeSH
Market value$10.98M
6.58%
Sole
43.83K
Shared
0.00
None
0.00
CARMAX
SOLEShares130.64K
TypeSH
Market value$10.68M
6.41%
Sole
130.64K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares33.17K
TypeSH
Market value$9.84M
5.91%
Sole
33.17K
Shared
0.00
None
0.00
LABCORP HOLDINGS
SOLEShares38.09K
TypeSH
Market value$8.74M
5.24%
Sole
38.09K
Shared
0.00
None
0.00
HENRY SCHEIN
SOLEShares102.72K
TypeSH
Market value$7.11M
4.26%
Sole
102.72K
Shared
0.00
None
0.00
DANAHER
SOLEShares23.26K
TypeSH
Market value$5.34M
3.20%
Sole
23.26K
Shared
0.00
None
0.00
DOLLAR GENERAL
SOLEShares68.11K
TypeSH
Market value$5.16M
3.10%
Sole
68.11K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares69.01K
TypeSH
Market value$4.13M
2.48%
Sole
69.01K
Shared
0.00
None
0.00
VERALTO
SOLEShares3.34K
TypeSH
Market value$340.3K
0.20%
Sole
3.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY BSOLE | STOCK | 43.69K | SH | $19.80M 11.88% | 43.69K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.69K | SH | $18.46M 11.07% | 10.69K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 53.69K | SH | $14.83M 8.89% | 53.69K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 403.19K | SH | $14.70M 8.82% | 403.19K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 22.10K | SH | $14.06M 8.43% | 22.10K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 238.35K | SH | $11.48M 6.89% | 238.35K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 32.24K | SH | $11.05M 6.63% | 32.24K | 0.00 | 0.00 |
APPLESOLE | STOCK | 43.83K | SH | $10.98M 6.58% | 43.83K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 130.64K | SH | $10.68M 6.41% | 130.64K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 33.17K | SH | $9.84M 5.91% | 33.17K | 0.00 | 0.00 |
LABCORP HOLDINGSSOLE | STOCK | 38.09K | SH | $8.74M 5.24% | 38.09K | 0.00 | 0.00 |
HENRY SCHEINSOLE | STOCK | 102.72K | SH | $7.11M 4.26% | 102.72K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 23.26K | SH | $5.34M 3.20% | 23.26K | 0.00 | 0.00 |
DOLLAR GENERALSOLE | STOCK | 68.11K | SH | $5.16M 3.10% | 68.11K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 69.01K | SH | $4.13M 2.48% | 69.01K | 0.00 | 0.00 |
VERALTOSOLE | STOCK | 3.34K | SH | $340.3K 0.20% | 3.34K | 0.00 | 0.00 |