Filed: 7/15/2025ACC: 0001085146-25-003803
📋 What this filing means
BANYAN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $194.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$194.47M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
STOCK$194.47M100.0%
Portfolio Concentration
Top 3$60.94M31.3%
4–10$87.51M45.0%
11–25$46.02M23.7%
Top 3 weight
31.3%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Sole
Full voting authority
1.67M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
MARKEL
SOLEShares10.79K
TypeSH
Market value$21.56M
11.08%
Sole
10.79K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY B
SOLEShares43.31K
TypeSH
Market value$21.04M
10.82%
Sole
43.31K
Shared
0.00
None
0.00
CIGNA
SOLEShares55.51K
TypeSH
Market value$18.35M
9.44%
Sole
55.51K
Shared
0.00
None
0.00
VONTIER
SOLEShares420.02K
TypeSH
Market value$15.50M
7.97%
Sole
420.02K
Shared
0.00
None
0.00
PARKER HANNIFIN
SOLEShares21.04K
TypeSH
Market value$14.70M
7.56%
Sole
21.04K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS
SOLEShares34.14K
TypeSH
Market value$13.96M
7.18%
Sole
34.14K
Shared
0.00
None
0.00
DOLLAR GENERAL
SOLEShares108.09K
TypeSH
Market value$12.36M
6.36%
Sole
108.09K
Shared
0.00
None
0.00
PHINIA
SOLEShares252.86K
TypeSH
Market value$11.25M
5.78%
Sole
252.86K
Shared
0.00
None
0.00
LABCORP HOLDINGS
SOLEShares39.14K
TypeSH
Market value$10.28M
5.28%
Sole
39.14K
Shared
0.00
None
0.00
HEINEKEN HOLDINGS
SOLEShares126.95K
TypeSH
Market value$9.47M
4.87%
Sole
126.95K
Shared
0.00
None
0.00
CARMAX
SOLEShares140.83K
TypeSH
Market value$9.46M
4.87%
Sole
140.83K
Shared
0.00
None
0.00
HENRY SCHEIN
SOLEShares127.91K
TypeSH
Market value$9.34M
4.80%
Sole
127.91K
Shared
0.00
None
0.00
APPLE
SOLEShares41.84K
TypeSH
Market value$8.58M
4.41%
Sole
41.84K
Shared
0.00
None
0.00
AIRBNB A
SOLEShares36.31K
TypeSH
Market value$4.81M
2.47%
Sole
36.31K
Shared
0.00
None
0.00
DANAHER
SOLEShares22.96K
TypeSH
Market value$4.54M
2.33%
Sole
22.96K
Shared
0.00
None
0.00
BROWN-FORMAN B
SOLEShares165K
TypeSH
Market value$4.44M
2.28%
Sole
165K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares13.43K
TypeSH
Market value$4.28M
2.20%
Sole
13.43K
Shared
0.00
None
0.00
VERALTO
SOLEShares2.81K
TypeSH
Market value$283.9K
0.15%
Sole
2.81K
Shared
0.00
None
0.00
WALMART
SOLEShares2.83K
TypeSH
Market value$277.2K
0.14%
Sole
2.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARKELSOLE | STOCK | 10.79K | SH | $21.56M 11.08% | 10.79K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY BSOLE | STOCK | 43.31K | SH | $21.04M 10.82% | 43.31K | 0.00 | 0.00 |
CIGNASOLE | STOCK | 55.51K | SH | $18.35M 9.44% | 55.51K | 0.00 | 0.00 |
VONTIERSOLE | STOCK | 420.02K | SH | $15.50M 7.97% | 420.02K | 0.00 | 0.00 |
PARKER HANNIFINSOLE | STOCK | 21.04K | SH | $14.70M 7.56% | 21.04K | 0.00 | 0.00 |
CHARTER COMMUNICATIONSSOLE | STOCK | 34.14K | SH | $13.96M 7.18% | 34.14K | 0.00 | 0.00 |
DOLLAR GENERALSOLE | STOCK | 108.09K | SH | $12.36M 6.36% | 108.09K | 0.00 | 0.00 |
PHINIASOLE | STOCK | 252.86K | SH | $11.25M 5.78% | 252.86K | 0.00 | 0.00 |
LABCORP HOLDINGSSOLE | STOCK | 39.14K | SH | $10.28M 5.28% | 39.14K | 0.00 | 0.00 |
HEINEKEN HOLDINGSSOLE | STOCK | 126.95K | SH | $9.47M 4.87% | 126.95K | 0.00 | 0.00 |
CARMAXSOLE | STOCK | 140.83K | SH | $9.46M 4.87% | 140.83K | 0.00 | 0.00 |
HENRY SCHEINSOLE | STOCK | 127.91K | SH | $9.34M 4.80% | 127.91K | 0.00 | 0.00 |
APPLESOLE | STOCK | 41.84K | SH | $8.58M 4.41% | 41.84K | 0.00 | 0.00 |
AIRBNB ASOLE | STOCK | 36.31K | SH | $4.81M 2.47% | 36.31K | 0.00 | 0.00 |
DANAHERSOLE | STOCK | 22.96K | SH | $4.54M 2.33% | 22.96K | 0.00 | 0.00 |
BROWN-FORMAN BSOLE | STOCK | 165K | SH | $4.44M 2.28% | 165K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | STOCK | 13.43K | SH | $4.28M 2.20% | 13.43K | 0.00 | 0.00 |
VERALTOSOLE | STOCK | 2.81K | SH | $283.9K 0.15% | 2.81K | 0.00 | 0.00 |
WALMARTSOLE | STOCK | 2.83K | SH | $277.2K 0.14% | 2.83K | 0.00 | 0.00 |