13F HOLDINGS REPORT
BANYAN CAPITAL MANAGEMENT, INC.
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0000846600-25-000002
Total Value
$220.2M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY B | BRK-A | 43,798 | $22.0M | 10.00% |
| 2 | MARKEL | MKL | 11,357 | $21.7M | 9.86% |
| 3 | VONTIER | VNT | 431,055 | $18.1M | 8.22% |
| 4 | CIGNA | 125523100 | 60,144 | $17.3M | 7.87% |
| 5 | PARKER HANNIFIN | PH | 20,617 | $15.6M | 7.10% |
| 6 | PHINIA | PHIN | 261,018 | $15.0M | 6.81% |
| 7 | DOLLAR GENERAL | 256677105 | 118,491 | $12.2M | 5.56% |
| 8 | LABCORP HOLDINGS | LH | 40,384 | $11.6M | 5.26% |
| 9 | APPLE | AAPL | 44,547 | $11.3M | 5.15% |
| 10 | CHARTER COMMUNICATIONS | 16119P108 | 38,685 | $10.6M | 4.83% |
| 11 | HEINEKEN HOLDING NV ORD | N39338194 | 138,072 | $9.5M | 4.29% |
| 12 | HENRY SCHEIN | HSIC | 139,141 | $9.2M | 4.19% |
| 13 | CARMAX | KMX | 177,870 | $8.0M | 3.62% |
| 14 | BROWN-FORMAN B | BF-B | 191,505 | $5.2M | 2.36% |
| 15 | AIRBNB A | ABNB | 38,890 | $4.7M | 2.14% |
| 16 | DANAHER | 235851102 | 22,912 | $4.5M | 2.06% |
| 17 | AMERICAN EXPRESS | AXP | 12,331 | $4.1M | 1.86% |
| 18 | IBM | INTR | 4,276 | $1.2M | 0.55% |
| 19 | WALMART | WMT | 10,135 | $1.0M | 0.47% |
| 20 | MCDONALD'S | MCD | 2,549 | $774,616 | 0.35% |
| 21 | ABBVIE | ABBV | 3,119 | $722,173 | 0.33% |
| 22 | JOHNSON & JOHNSON | JNJ | 3,853 | $714,423 | 0.32% |
| 23 | NVIDIA | NVDA | 3,754 | $700,421 | 0.32% |
| 24 | CHEVRON | CVX | 4,298 | $667,436 | 0.30% |
| 25 | GRAINGER W W INC | 384802104 | 695 | $662,307 | 0.30% |
| 26 | JPMORGAN CHASE | VYLD | 1,920 | $605,626 | 0.28% |
| 27 | NEWMONT CORPORATION | NEMCL | 7,050 | $594,386 | 0.27% |
| 28 | EXXON MOBIL | XOM | 5,224 | $589,006 | 0.27% |
| 29 | PROCTER & GAMBLE | 742718109 | 3,751 | $576,341 | 0.26% |
| 30 | ELI LILLY & COMPANY | LLY | 750 | $572,250 | 0.26% |
| 31 | BARRICK MINING CORP | 06849F108 | 17,300 | $566,921 | 0.26% |
| 32 | EMERSON ELECTRIC | EMR | 4,155 | $545,053 | 0.25% |
| 33 | MERCK | MRK | 6,389 | $536,229 | 0.24% |
| 34 | ALLSTATE CORP | ALL-PJ | 2,454 | $526,751 | 0.24% |
| 35 | COCA COLA | KO | 7,810 | $517,959 | 0.24% |
| 36 | WHEATON PRECIOUS METALS | WPM | 4,325 | $483,708 | 0.22% |
| 37 | TEXAS INSTRUMENTS | 882508104 | 2,520 | $463,000 | 0.21% |
| 38 | SPDR GOLD SHARES ETF | GLD | 1,250 | $444,338 | 0.20% |
| 39 | CATERPILLAR | CAT | 895 | $427,049 | 0.19% |
| 40 | SOUTHERN COMPANY | SOMN | 4,325 | $409,880 | 0.19% |
| 41 | DIMENSIONAL US CORE EQUITY ETF | 25434V708 | 10,125 | $390,559 | 0.18% |
| 42 | METLIFE | MET-PF | 4,725 | $389,198 | 0.18% |
| 43 | MICROSOFT | MSFT | 735 | $380,714 | 0.17% |
| 44 | SHELL PLC | RYDAF | 5,100 | $364,803 | 0.17% |
| 45 | RTX CORP | RTX | 2,165 | $362,269 | 0.16% |
| 46 | 3M COMPANY | MMM | 2,297 | $356,448 | 0.16% |
| 47 | PHILLIPS 66 | PSX | 2,595 | $352,972 | 0.16% |
| 48 | DUPONT DE NEMOURS | DD | 4,183 | $325,856 | 0.15% |
| 49 | DUKE ENERGY | DUKB | 2,618 | $323,977 | 0.15% |
| 50 | VERALTO | VLTO | 2,812 | $299,787 | 0.14% |
| 51 | BANK OF AMERICA | 060505104 | 5,625 | $290,194 | 0.13% |
| 52 | CISCO | CSCO | 3,780 | $258,628 | 0.12% |
| 53 | ONEOK INC | OKE | 3,500 | $255,395 | 0.12% |
| 54 | KINDER MORGAN | EP-PC | 8,497 | $240,550 | 0.11% |
| 55 | CENTRUS ENERGY CORP A | LEU | 700 | $217,049 | 0.10% |
| 56 | ISHARES CORE S&P TOTAL US STOCK | 464287150 | 1,405 | $204,638 | 0.09% |