Filed: 5/2/2025ACC: 0001085146-25-002541
📋 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 $177.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$177.05M
Total AUM (reported)
1.42M
Total Shares
Allocation by class
STOCK$177.05M100.0%
Portfolio Concentration
Top 3$60.64M34.3%
4–10$77.56M43.8%
11–25$38.85M21.9%
Top 3 weight
34.3%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 1.42M
Sole
Full voting authority
1.42M
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
SOLEShares43.01K
TypeSH
Market value$22.90M
12.94%
Sole
43.01K
Shared
0.00
None
0.00
MARKEL
SOLEShares10.61K
TypeSH
Market value$19.84M
11.20%
Sole
10.61K
Shared
0.00
None
0.00
CIGNA
SOLEShares54.41K
TypeSH
Market value$17.90M
10.11%
Sole
54.41K
Shared
0.00
None
0.00
VONTIER
SOLEShares405.46K
TypeSH
Market value$13.32M
7.52%
Sole
405.46K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares21.34K
TypeSH
Market value$12.97M
7.33%
Sole
21.34K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares32.66K
TypeSH
Market value$12.04M
6.80%
Sole
32.66K
Shared
0.00
None
0.00
CARMAX
SOLEShares132.35K
TypeSH
Market value$10.31M
5.82%
Sole
132.35K
Shared
0.00
None
0.00
PHINIA
SOLEShares242.47K
TypeSH
Market value$10.29M
5.81%
Sole
242.47K
Shared
0.00
None
0.00
APPLE
SOLEShares42.66K
TypeSH
Market value$9.48M
5.35%
Sole
42.66K
Shared
0.00
None
0.00
DOLLAR GENERAL
SOLEShares104.11K
TypeSH
Market value$9.15M
5.17%
Sole
104.11K
Shared
0.00
None
0.00
LABCORP HOLDINGS
SOLEShares38.22K
TypeSH
Market value$8.90M
5.02%
Sole
38.22K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares119.34K
TypeSH
Market value$8.64M
4.88%
Sole
119.34K
Shared
0.00
None
0.00
HENRY SCHEIN
SOLEShares119.04K
TypeSH
Market value$8.15M
4.60%
Sole
119.04K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares30.14K
TypeSH
Market value$8.11M
4.58%
Sole
30.14K
Shared
0.00
None
0.00
DANAHER
SOLEShares23.15K
TypeSH
Market value$4.75M
2.68%
Sole
23.15K
Shared
0.00
None
0.00
VERALTO
SOLEShares3.19K
TypeSH
Market value$311.2K
0.18%
Sole
3.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY BSOLE | STOCK | 43.01K | SH | $22.90M 12.94% | 43.01K | 0.00 | 0.00 |
MARKELSOLE | STOCK | 10.61K | SH | $19.84M 11.20% | 10.61K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 54.41K | SH | $17.90M 10.11% | 54.41K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 405.46K | SH | $13.32M 7.52% | 405.46K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 21.34K | SH | $12.97M 7.33% | 21.34K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 32.66K | SH | $12.04M 6.80% | 32.66K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 132.35K | SH | $10.31M 5.82% | 132.35K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 242.47K | SH | $10.29M 5.81% | 242.47K | 0.00 | 0.00 |
APPLESOLE | STOCK | 42.66K | SH | $9.48M 5.35% | 42.66K | 0.00 | 0.00 |
DOLLAR GENERALSOLE | STOCK | 104.11K | SH | $9.15M 5.17% | 104.11K | 0.00 | 0.00 |
LABCORP HOLDINGSSOLE | STOCK | 38.22K | SH | $8.90M 5.02% | 38.22K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 119.34K | SH | $8.64M 4.88% | 119.34K | 0.00 | 0.00 |
HENRY SCHEINSOLE | STOCK | 119.04K | SH | $8.15M 4.60% | 119.04K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 30.14K | SH | $8.11M 4.58% | 30.14K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 23.15K | SH | $4.75M 2.68% | 23.15K | 0.00 | 0.00 |
VERALTOSOLE | STOCK | 3.19K | SH | $311.2K 0.18% | 3.19K | 0.00 | 0.00 |