13F HOLDINGS REPORT
BANYAN CAPITAL MANAGEMENT, INC.
Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0000846600-26-000001
Total Value
$230.1M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARKEL | MKL | 11,290 | $24.3M | 10.55% |
| 2 | BERKSHIRE HATHAWAY B | BRK-A | 42,980 | $21.6M | 9.39% |
| 3 | CIGNA | 125523100 | 60,074 | $16.5M | 7.19% |
| 4 | PARKER HANNIFIN | PH | 18,674 | $16.4M | 7.13% |
| 5 | PHINIA | PHIN | 259,902 | $16.3M | 7.08% |
| 6 | VONTIER | VNT | 429,346 | $16.0M | 6.94% |
| 7 | DOLLAR GENERAL | 256677105 | 118,003 | $15.7M | 6.81% |
| 8 | APPLE | AAPL | 43,698 | $11.9M | 5.16% |
| 9 | HENRY SCHEIN | HSIC | 135,757 | $10.3M | 4.46% |
| 10 | HEINEKEN HOLDING NV ORD | N39338194 | 137,553 | $10.1M | 4.38% |
| 11 | LABCORP HOLDINGS | LH | 40,097 | $10.1M | 4.37% |
| 12 | FISERV | FISV | 90,084 | $6.1M | 2.63% |
| 13 | CARMAX | KMX | 146,248 | $5.7M | 2.46% |
| 14 | AIRBNB A | ABNB | 38,919 | $5.3M | 2.30% |
| 15 | DANAHER | 235851102 | 22,558 | $5.2M | 2.24% |
| 16 | BROWN-FORMAN B | BF-B | 192,014 | $5.0M | 2.17% |
| 17 | CHARTER COMMUNICATIONS | 16119P108 | 22,772 | $4.8M | 2.07% |
| 18 | AMERICAN EXPRESS | AXP | 12,251 | $4.5M | 1.97% |
| 19 | LIBERTY BROADBAND C | LBRDP | 69,261 | $3.4M | 1.46% |
| 20 | AKRE FOCUS ETF | 74316P579 | 40,813 | $2.7M | 1.16% |
| 21 | IBM | INTR | 4,216 | $1.2M | 0.54% |
| 22 | WALMART | WMT | 9,427 | $1.1M | 0.46% |
| 23 | ELI LILLY & COMPANY | LLY | 750 | $806,010 | 0.35% |
| 24 | MCDONALD'S | MCD | 2,549 | $779,051 | 0.34% |
| 25 | BARRICK MINING CORP | 06849F108 | 17,300 | $753,415 | 0.33% |
| 26 | JOHNSON & JOHNSON | JNJ | 3,628 | $750,815 | 0.33% |
| 27 | ABBVIE | ABBV | 3,119 | $712,660 | 0.31% |
| 28 | NEWMONT CORPORATION | NEMCL | 7,050 | $703,943 | 0.31% |
| 29 | GRAINGER W W INC | 384802104 | 686 | $692,208 | 0.30% |
| 30 | EXXON MOBIL | XOM | 5,224 | $628,656 | 0.27% |
| 31 | MERCK | MRK | 5,963 | $627,665 | 0.27% |
| 32 | JPMORGAN CHASE | VYLD | 1,920 | $618,662 | 0.27% |
| 33 | CHEVRON | CVX | 3,798 | $578,853 | 0.25% |
| 34 | COCA COLA | KO | 7,780 | $543,900 | 0.24% |
| 35 | EMERSON ELECTRIC | EMR | 4,055 | $538,180 | 0.23% |
| 36 | PROCTER & GAMBLE | 742718109 | 3,751 | $537,556 | 0.23% |
| 37 | CATERPILLAR | CAT | 895 | $512,719 | 0.22% |
| 38 | ALLSTATE CORP | ALL-PJ | 2,454 | $510,800 | 0.22% |
| 39 | WHEATON PRECIOUS METALS | WPM | 4,325 | $508,274 | 0.22% |
| 40 | SPDR GOLD SHARES ETF | GLD | 1,250 | $495,388 | 0.22% |
| 41 | TEXAS INSTRUMENTS | 882508104 | 2,520 | $437,195 | 0.19% |
| 42 | DIMENSIONAL US CORE EQUITY ETF | 25434V708 | 10,130 | $401,052 | 0.17% |
| 43 | RTX CORP | RTX | 2,165 | $397,061 | 0.17% |
| 44 | SHELL PLC | RYDAF | 5,100 | $374,748 | 0.16% |
| 45 | 3M COMPANY | MMM | 2,297 | $367,750 | 0.16% |
| 46 | METLIFE | MET-PF | 4,645 | $366,676 | 0.16% |
| 47 | SOUTHERN COMPANY | SOMN | 4,125 | $359,700 | 0.16% |
| 48 | PHILLIPS 66 | PSX | 2,495 | $321,955 | 0.14% |
| 49 | BANK OF AMERICA | 060505104 | 5,625 | $309,375 | 0.13% |
| 50 | MICROSOFT | MSFT | 625 | $302,293 | 0.13% |
| 51 | DUKE ENERGY | DUKB | 2,493 | $292,204 | 0.13% |
| 52 | CISCO | CSCO | 3,780 | $291,173 | 0.13% |
| 53 | VERALTO | VLTO | 2,758 | $275,193 | 0.12% |
| 54 | ONEOK INC | OKE | 3,500 | $257,250 | 0.11% |
| 55 | KINDER MORGAN | EP-PC | 8,497 | $233,583 | 0.10% |